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Booking a Call with Tech/Project Manager
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Booking a Call with Tech/Project Manager

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Questions and Answers

What will the client receive after the booking is complete?

  • A 30-40 minute call from the tech/Project Manager
  • A booking confirmation (correct)
  • A maintenance plan
  • A diagnostic fee
  • Why does Grasshopper record calls for quality assurance?

  • For marketing research
  • For quality assurance (correct)
  • For training purposes
  • For client satisfaction
  • What information does Grasshopper need to collect before proceeding?

  • Full name, address, email, phone number (correct)
  • Maintenance plan preferences
  • Diagnostic fee payment details
  • System type, age, and operational status
  • What is the investment for the maintenance plan for gas furnaces and A/C's?

    <p>$130</p> Signup and view all the answers

    What is included in the maintenance plan for gas furnaces and A/C's?

    <p>50% off diagnostic fee, 10% off parts, priority scheduling</p> Signup and view all the answers

    What happens if the client has an oil-based heating system?

    <p>Grasshopper offers a maintenance plan for AC only</p> Signup and view all the answers

    How long will the client receive a call from the tech/Project Manager before the appointment?

    <p>30-40 minutes</p> Signup and view all the answers

    What does Grasshopper need to know about the client's system?

    <p>System type, age, and operational status</p> Signup and view all the answers

    What is the purpose of the initial call with the client?

    <p>To provide maintenance plan options</p> Signup and view all the answers

    What does the client need to do to receive the maintenance plan?

    <p>Agree to the maintenance plan terms</p> Signup and view all the answers

    Study Notes

    Basic Information

    • Ensure to check all details and confirm them with customers.
    • Collect customer information: name, address, phone number, and email.

    Weekend Bookings

    • Ask important questions first during weekends and late nights.
    • Reminders:
      • Check for available slots.
      • Ensure all decision makers are present.
      • Schedule a site survey.
    • Prices:
      • Discuss prices with customers.
      • Provide estimates.

    Service Call Script

    • Greet the customer and introduce yourself.
    • Empathize with the customer's issue.
    • Inform the customer that all Grasshopper services are recorded for quality assurance.
    • Collect customer information: name, address, phone number, and email.
    • Ask about the issue and provide a solution.

    Site Survey

    • A site survey is necessary for a thorough assessment.
    • All decision makers should be present during the survey.
    • Schedule a site survey with the customer.

    Available Today

    • Check the schedule for available slots.
    • Offer available slots to the customer.
    • Book an appointment if the customer agrees.

    Maintenance Call Script

    • Greet the customer and introduce yourself.
    • Inform the customer that all Grasshopper services are recorded for quality assurance.
    • Collect customer information: name, address, phone number, and email.
    • Discuss maintenance plans and prices.
    • Offer a maintenance plan with perks, such as priority scheduling and discounts.

    Maintenance Plan

    • The maintenance plan includes:
      • Maintenance for both systems (heating and cooling).
      • 50% off diagnostic fee.
      • 10% off parts.
      • Priority scheduling and service within 24 hours.
    • The investment for the plan is $130.

    AC Maintenance Script

    • Greet the customer and introduce yourself.
    • Inform the customer that all Grasshopper services are recorded for quality assurance.
    • Collect customer information: name, address, phone number, and email.
    • Discuss AC maintenance and prices.
    • Offer a maintenance plan with perks, such as priority scheduling and discounts.

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    Related Documents

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    Description

    Confirming a booking appointment with a tech/project manager, including details of the call and a reminder.

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