Back-end Office & Customer Support Training

Training Covers: 
 
How to Answer All Calls & Track Inbound Requests
Situational Training for Dispatching & Estimate Follow-Up
How to execute an outbound campaign with confidence
Housecall Pro Configuration for Dispatch and CSRs
Trello/Tasks Management Tracking for CSRs
Tracking Time & Managing conflicting priorities
Creating Daily To-Do Tasks Schedules & Priority Lists
Each member receives  a certificate of completion 
 
OUTCOME: We create an optimized Workflow Routine for the Peak Season & Soft Season
 
$650 per person virtual or in-person (Dallas Office)
$600 for groups with 3 or more team members 
 
Schedule & Pace:
First 4 Weeks of Training: Meet weekly for 45 minutes in team/solo session for 4 weeks
Next 4 Sessions: Meet every other week for 45 minutes to reinforce and modify 
Total Time to rapidly turn your team around with measurable results and the systems, process and measurement tools in place is 3 months.  
 
Great for: 
New Hires 
New to Role
Refresher Training 
Annual Training 
Women in Construction Week (March 
Staff Development 
Performance Action Plan training (employee is overperforming and has leadership potential)
Performance Improvement Plan training (employee is underperforming and needs assistance)
 
Management Support:
Training is recorded 
Never shared externally 
Training, Recap and video is shared with owner 
Check in and progress report after each session