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  • Grant Winslow

Monthly Meeting - JANUARY 4th 2023


Client Communication & Service

Deposit structure for clients / appointments

- CSE Appointments

- Over-the-phone scenarios


Informing someone about an incident is not equal to assigning it to them

- SS request forms

- Problems w/clients or orders


How are we tracking long-term client waits/orders/problems?


Response time on estimate requests (web/phone)


Check DAILY for your client's SOs and parts (LOOK FIRST)


Stay on top of client vehicle's progress throughout the day.

This is a proactive process - not reactive.


Sales staff and Shop Manager should be aware of every vehicle at all times.

This means making inquiries and monitoring progress.


Shop Monkey - Related

Check-in / Check-out boxes checked without being completed

"Completing" jobs in SM better - not perfect


Daily "Workflow" maintenance


If it's not completed in SM, you will not get credit!


If appointment not confirmed (green), official call is a MUST



Items to Review

Knowledgefest Details / Planning


Product / Education Schedule


http://www.knowledgefest.org/index.php?option=com_k2&view=item&id=567&Itemid=613




Good News & Events!


Knowledgefest Feb 2nd-6th


Flight Conf# 195-219-285-16


Leaving Nashville on 2/2 @ 1:30pm - Arriving in Las Vegas @ 3:30pm


Leaving Las Vegas on 2/6 @ 11:01am - Arriving in Nashville @ 4:41pm








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