Setup Call Self Assessment
Phone
*
Setup Call Rep
*
Roscoe
Isaac
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Setup Call Date
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Greeted them with enthusiasm
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0
1
2
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Made sure they had time to talk
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0
1
2
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Identified the needs of the project
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0
1
2
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Developed the needs of the project
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0
1
2
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Asked when they want the project done
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0
1
2
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Set up an appropriate time to meet
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0
1
2
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Explained the entire estimate process
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0
1
2
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Ensured all homeowners will be present
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0
1
2
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Explained 10% same day incentive price
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0
1
2
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Information confirmed by email
*
0
1
2
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