Shop Kits
Workflows in the order you need them.
Each kit bundles 4 to 6 workflows for one job: training a new CSR, getting through a heat wave, closing out an install. Fill your shop details once and they flow into every step.
- New CSR first week A new CSR or dispatcher, and whoever is training them.
- Script an inbound no-heat or no-AC call
- Write booking confirmation and reminder texts
- Handle a price shopper
- Offer the membership on the phone
- Send a running-late text
- New tech onboarding Service managers and office managers bringing on a new technician.
- Build a new hire onboarding checklist
- Build a parts and truck stock checklist
- Build a ride-along checklist
- Write ride-along coaching notes
- Write the job summary for the invoice
- Slow season marketing push Owners and marketing leads heading into the shoulder season.
- Plan for the slow season
- Write a seasonal tune-up email campaign
- Write a Google Business Profile post
- Announce a referral program
- Write a review request text
- Replacement sales follow-up system Comfort advisors and the service managers who hand them leads.
- Hand off a replacement lead to the comfort advisor
- Prep for an in-home consultation
- Write a good/better/best system proposal
- Handle 'it's too expensive' and 'we'll think about it'
- Follow up on an unsold estimate
- Busy season dispatch survival CSRs, dispatchers and service managers during a heat wave or cold snap.
- Send a running-late text
- Schedule a callback or recall
- De-escalate an angry customer
- Write the end-of-day board summary
- Write the weekly KPI recap for the team
- Owner weekly numbers review Owners and GMs, with the bookkeeper who pulls the numbers.
- Write a cash flow summary for the owner
- Summarize job costing
- Review your monthly numbers
- Write the weekly KPI recap for the team
- Plan a team meeting
- Install handoff done right Comfort advisors, install managers and install leads.
- Hand off a sold job to the install team
- Assemble the install job packet
- Send the customer install-day prep email
- Run a pre-install walkthrough
- Walk the customer through their new system
- Write the job completion report