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
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