Appointment Management Process for Closet America

This document outlines the steps for managing and updating appointment results at Closet America. By following these instructions, you will be able to accurately record the outcomes of your appointments, ensuring that all necessary information is captured for future reference.

Step 1

Begin by reviewing your appointment details. Once you have received your appointment confirmation, acknowledge it by locating the Appointment Details on your homepage under "Appointments For Today."

Step 2

Appointments will be listed individually. Click on the first tile to view your first appointment of the day. The process for updating the appointment result occurs at the conclusion of your meeting. If no action is required, select "Issued Appointment" as the disposition.

Step 3

Assess the appointment outcome. If a contract is signed, it indicates that a deposit has been secured and contract negotiations are in progress. Final pricing should be established, and the contracting process initiated. If a price was provided but the client chose not to proceed, select "Demo/No Sale."

Step 4

If pricing was presented but the client decided not to proceed, record it as "Demo/No Sale." If pricing was not discussed, categorize it as "No Demo" and contact the call center for assistance.

Step 5

Although notes are required, do not independently select this disposition. Record your notes in the designated review section. The third example is "Bank Turndown."

Step 6

Use "Bank Turndown" if a financing option was applied for and subsequently declined by the lender. Document this scenario when a loan application is rejected, despite your best efforts.

Step 7

Proceed as if a signed contract is obtained. Sales type is "self-generated" when brought to the company independently of the marketing team, such as returning clients or referrals from other clients.

Step 8

Select "Live Rehash" if necessary. When it says "Products 1 of 1," additional products can be added, but include the entire contract price in the first section.

Step 9

Select the main product by choosing the one that constitutes the largest portion of the contract. For example, if both a closet and a pantry are involved, select "Closet" if it represents the majority, and note additional spaces accordingly.

Step 10

Enter the sale price only when a contract is confirmed, reflecting the final sale price. List price (High) excludes installation and reflects the one-year quote minus $500.

Step 11

Do not add additional products. Maintain a single product listing. In the comments, provide details on how the pricing was determined or relevant contract details.

Step 12

Use this section to note sales such as a closet and pantry. Include budget information, timeline expectations, and details on space preparation, such as who is responsible and associated pricing.

Step 13

This section provides a quick reference for key details. It aids in future sales reviews within Lead Perfection.

Step 14

Comments should be concise, using bullet points to outline special orders, space preparation agreements, or timeline expectations. Customer service will coordinate installation timing based on availability.

Step 15

List financing details, including plan numbers and, if applicable, application numbers. Ensure these are noted elsewhere if not possible here.

Step 16

Keep a record of application numbers for future reference with the financing company.

Step 17

For future opportunities, note any additional spaces clients mention, such as a potential future office. This information aids in follow-up with returning clients.

Step 18

Change disposition to "Demo No Sale" if pricing was presented but the business was not secured. Maintain "Live Re-Hash" in such cases.

Step 19

Identify the main focus or priority product, typically the largest ticket item. Select the largest space or one that received the most attention during the appointment.

Step 20

Identify the factors contributing most to the price. List price (High Price) should reflect the cost post free installation removal.

Step 21

Review the pricing difference between one-year and list price. The list price should be noted.

Step 22

In the absence of a sale, leave the sale price section blank. Enter the lowest price discussed during the appointment in the low price section, reflecting the potential discount offered.

Step 23

Do not add additional products. In comments, document approvals for the MOD quote, customer agreements, and any conditions tied to a signed contract or "Demo No Sale."

Step 24

Include objections, timeline, and budget details for "Demo No Sale" to aid in future engagements.

Step 25

Documenting objections and timelines assists in identifying candidates for future promotions and evaluating timeline suitability.

Step 26

Consider timeline constraints and alternative solutions clients may explore. Document designed spaces, participants, and space preparation details. Note any discussed financing plans.

Step 27

Document the preferred payment options for future follow-ups. Note space preparation pricing, participants, and objections like third-party consultations that may have arisen.