How to Train Your CSR Or… Call Your FC
Best used if you have 1-3 days to spend training your CSR a. Open a script and go through it (Why we say what we say) i. Goal is to have the CSR practice scripting b. How the lead appears in the Lead File c. Go through Lead File and explain all the components d. Go through Active Leads- bold v. grey i. What triggers the bold e. Open up different leads- go through call action log box i. Explain the scenario presented in the log box f. Calendars i. Perceptionist Web ii. Perceptionist One Time clean iii. Perceptionist Estimate g. How to track estimates ii. What do you do with a bold lead? (
HINT ACT - IMMEDIATELY)
i. Change the color once the estimate has been closed for simple tracking
h. How to follow up on estimates- thank you cards i. How to follow up on leads- sales procedure j. Call Conversion Report
i. Tells you how many leads are being converted ii. Only works if ALL leads are tracked
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