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 Follow-up phone calls inquiring about service experience Customer survey cards Entering new customers 2. Scheduling (moving customer appointments) 3. Preparing route schedules 4. Canceling customers 5. Reviewing Customer Sales Lead Reports Quality checks
Personnel Issues
Safety
Customer Relations
Customer Retention
Customer Care Software 1.
Using Lead Management System (LMS) Maximizing your OTC Experience Your New Business Manager will assist you in coordinating your OTC experience. They will put you in touch with your hosting franchise partner who will assist you with
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