Announcements

 

4/8/25 - Daily Huddles @10am. These are to ensure clear communication and                    direction for tenants that we take on and what their current demands                    are. 
              -Better, Together. ​

5/29/25 - All Jazz Tune Ups need to be scheduled out starting mid-late July. 

             - When scheduling any outbound Home Depot leads, please be sure to 

               set the campaign as " Outbound Sales - E162" 

            - Any leads in the Speed to Lead excel sheet can be "stolen" after first                    contact. If you see a lead has not been contacted since the first                              attempt,  feel free to set it to your name, and add additional notes that                you called too (do not remove previous notes) 

            -Current bounty started for Jazz Sales- goal for tomorrow, 05/30, is 25                   appointments total! At 20 calls we receive pizza, and at 25 we receive                   sandwiches. 

​

​5/30/25 -  Starting today please send ALL messages that would have been sent                 to chats like phonebooth/permits/spam/ and any other chats to the CSR               Watchtower! James and I will then forward them to the correct                            department. Any messages to management also need to be sent here.                  Please @  both James and I in every message that needs to be sent over,              and we will acknowledge once it has been done. If you have any                            questions, please ask James or me- for after reg hours our closers will @                Daniel Mora from 3:30-7pm weekdays. Weekends, please continue to @                me and James

           -Instead of booking 10+ out, lets book any DIAGS 10+, 15+ same day, 4-             6. even if csr sees we have something sooner, even if its a call at 8am,lets             book it for 4-6 and ask if theyre open to early arrival, pls add the notes if             they are or not available sooner, and then we can move them up as we                 see fit instead of trying to book someone out far and then calling to                     move up, it would be easier to book same day since regardless were                     gonna run it that day

         - Starting today we are to waive diagnostic fee's for 10+ system diagnostic             appointments! This will help avoid cancellations and increase chances at               booking :) 

06/02/25 - Ravi created a new <10 Diags tag. Please utilize when scheduling                   HVAC diagnostic visits for systems less than 10 years old. 

06/03/25 - A new form has been sent out for CSR's to fill after every HD Lead                outbound. https://forms.office.com/Pages/ResponsePage.aspx?                   id=0nbpujjeAEiFY7l4wGetchRaaxoW2AlImWmf9fDKizFUMEYyTERKNzRLOFc3VTE2NkRBUFZTSThRNC4u&origin=Invitation&channel=0

           - We have added Day 4 and Day 5 to the excel sheet. Please begin calling             old leads from day 4 as we've just learned most old leads were being                   called back but not updated on the sheet for "Day 2 CSR "Dropdown".                 Please be sure to update your name on each day as you go back through             the existing leads. We are now self assigning and adding to the notes                    too.  Once we've made our final call that is when you update the                          outcome to "No Answer".

          - Anyone open to working overtime outbounding will receive a $25 gift                 card :) 

06/05/2025- New Bounty for MSI was hit today! We needed to fill the board for              Friday 06/06 and Monday 06/09. Our current next available is Tuesday                 06/10. :) Lunch is being ordered for making goal tomorrow on Jesse! 
           - NEW Sales goal for Jazz for the month of June is 30 Appointments a                   day! 

          -Moving forward, per Jeremy, only Melissa, Cristina, and Jackie are                      authorized to add Sales Area tags ; ex- South Bay Sales Call, North Bay..              Oroville Sales Call etc.  
 

06/09/2025 - Starting Today next available for AC Tune Up Jazz UNDER 10                    YEARS needs to be scheduled out past July 21st. Use capacity planning                when scheduling these out. Any appointments under 10 scheduled before           then will be forwarded over to the csr who scheduled to be moved out to             the correct next available date. 

06/10/2025 - The HD Retail Tracker (excel sheet list) has been updated to                     include both Jazz and Derek Sawyer in one, with a row showing which                   tenant it is for. When we book appointments, please be sure to use the                 "Portal Updated" section to determine if a booked appointment was                  entered in the Home Depot Portal.

06/11/2025-When Speed to Lead calls come in please be sure to transfer over               to Sabryn if its Jazz, or Jailynne if its Derek Sawyer. If they aren't available           then please make sure you are updating the Marketing Campaign to say               where the call actually came from. 
         Marketing Campaigns:
         Yelp- Yelp Pleasanton messages E162
         Google LSA- Google LSA message leads E162

         Home Depot- Home depot-web lead
         To find out which please ask the customer how they found us ⁠:D

         - Be sure to enter "Lead Dismissed" on the SF Digital Lead Tracker if the               customer is no longer interested in services. 

         - Going forward everyone needs to leave notes for every call they receive             Click "Close and Classify" at the bottom of the Call page after calling out             for HD Leads. 


 





         Then click the Call Reason and enter notes for what happened during the              call. Then discard and close. 












06/17/2025 - We have a new spiff for Jazz- same day or next day HVAC                          Estimate bookings are $3 per appointment. Be sure to add these to your              Spiff Cards! 

          - We are currently running a bounty- if everyone books 15 calls today                    (Inbound and Outbound) we will order Pizza for lunch! (On a day everyone            is in office) 

          -We have a new Promotion running for customers RUNNING UNTIL                       06/22/25
           $4000 off Supreme HVAC Full System Changeout
           $3500 Off Premium HVAC Full System Changeout 

           $3200 Off Deluxe HVAC Full System Changeout                                                     $2500 Off Basic HVAC Full System Changeout       

          -ALL Oroville area SERVICE calls MUST be booked ONLY on Tuesdays &                 Thursdays!  
           This includes:
           Chico, Durham, Yuba City, Los Molinos, Red Bluff, Corning, Willows,                    Orland, Cottonwood, Anderson, Redding

07/02/2025  - We are no longer using the SF Digital Lead Tracker 
          - New Procedure page has been added to the website for HD Retail!                    Important note: Call for customer should be done 2 times, then a third                  time later on in the day. 

​07/07/2025 - When calling out form the HD Retail List we are now leaving                      voicemails. Please be sure to use the voicemail script located on this                     website. 

07/09/2025 - For HVAC Diagnostic appointments we have THIS note on the job            summary when the job is being created that will appear that shows if we              have availability for same day or next day if the system is 10+ years-                    PLEASE do not push out a Diag a week away if they say it is 10+ years or              "Very Old" these are PRIOIRTY juicy calls we want to go out to ASAP- if                we do not have this highlighted section appearing then we are fulllly                    booked which means you guys will need to send in a message to ask us                when we can go out.