Team meetings Owners schedule
Review of training host’s marketing strategy and plan Tracking customer leads Observe host converting inquiries to estimates Using Lead Source Analysis reports in CCS to analyze marketing effectiveness
Marketing Strategy
Employee recruitment strategy Handling employment inquiries over the phone Interviewing and selecting employees HSP initial training and on-going development Team Leader training Adding office staff (timing, who, responsibilities) Office staff training Motivation/incentives/recognition Discipline and termination Handling initial inquiries Scheduling and performing estimates Initial pricing Estimate follow-up (for those not initially closed) Handling customer concerns/follow through with team Raising prices
Personnel Issues
Safety
Customer Relations
Customer Retention Quality checks Follow-up phone calls inquiring about service experience Customer survey cards Customer Care Software 1. 2 3 . . ES cnht eerdiunlgi nnge(wmcouvsitnogmceursst o m e r a p p o i n t m e n t s ) 4 5 . . PC ar enpc ae rl iinngg cruosuttoems cehr se d u l e s Reviewing Customer Sales Lead Reports Using Lead Management System (LMS) Maximizing your OTC Experience Yp uo ut ry oNue wi n Bt ouusci nh ews si tMh ayno augr ehrows ti il nl ag sfsriasnt cyhoius ei np ac or tonredri nwaht ion wg yi lol ua rs sOi sTt Cy oe xupwe ri ti he n c e . T h e y w i l l
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