fbpx

Inbound Booking Flow & Outline

 

Inbound Booking Outline

CLICK HERE TO DOWNLOAD INBOUND FLOW

Answer the Phone

“Good morning/afternoon Prestige Carpet & Duct Cleaning this is (YOUR NAME).”

Ask First Questions (3Q)

“I have a few standard questions to ask you as I get you a price.”

“Have you used Prestige Carpet & Duct Cleaning before?”

Repeat Customer

“May I get your telephone number, please?”

“Could I get you to verify your name and address, please?”

“You are looking for both carpet & duct cleaning today?”

Ask for the Source

“When you called us today, where did you find our telephone number?”

Provide information on the previous cleaning of the prior invoice or request new data from the customer.

 

Quick Quote

Offer next available date

“We can be out for you as soon as (NEXT AVAILABLE DATE). Would you prefer a Morning or Afternoon appointment on that day?”

New Customer

“What city is the home we are cleaning in?”

“Do you live in a house, townhouse, or an apartment?”

Source

“When you called us today, where did you find our telephone number?”

Quick Quote

Offer next available date

“We can be out for you as soon as (NEXT AVAILABLE DATE). Would you prefer a Morning or Afternoon appointment on that day?”

Create a new customer file

First Name

Last Name

Primary Phone

Company

Home, Work, Cell, Other

“And a cell number?”

Fax

Email

“An email address for mailouts and confirmations?”

Email Obtained

Not Available

Yes

Mailouts by Email?

No

Yes

Dwelling Type

Apartment

See PRICE LIST for Minimum Charges

Automobile

See PRICE LIST for Minimum Charges

Commercial

Duplex

House

Mobile Home

Recreational Vehicle

See PRICE LIST for Minimum Charges

Town House

Address

Apartment#

Province/State

Address

County

City

Postal/Zip Code

Permanent Comments

This is used for noting only information that is ALWAYS required for the customer and is not appointment specific.

Create Appointment

Type

CCPC

CCPD

Source

Dwelling Type

Preferred Time

AM – 8:00-1:00

“The dispatcher will phone the previous day to give you a two-hour window of arrival.”

PM – 11:00-6:00

“The dispatcher will phone between 9:30 & 12 with a two-hour window of arrival.”

Repeat/New.

Discount Requested

TBDB

Other Display Details

Move-In/Move Out

Expired Coupon

List rooms/items being cleaned

Plants/Lamps/Breakables

Pre-Vac

Access/Parking

WHE

Cross-Sell

Comments

Import Quick Quote

Cross-Sell

Check previous invoices for other service invoices

Provide Quick Quote for Other Service

Final Detail Review

Review Address, Work order, send a confirmation email

“Do you have any other questions at this time?”

“Thank you for phoning Alberta Carpet & Furnace Cleaning.”

If Booked or Not Booked Event Outcome, Future Contact Date

Attachments -

Last Update: January 21, 2021  

January 13, 2021 79  5. Inbound Training Manual
Total 0 Votes:
0

Tell us how can we improve this post?

+ = Verify Human or Spambot ?

Add A Knowledge Base Question !

You will receive an email when your question will be answered.

+ = Verify Human or Spambot ?

Click here to set sidebar widgets.

Menu

Add A Knowledge Base Question !

You will receive an email when your question will be answered.

+ = Verify Human or Spambot ?