FSR Page

We’ll add more to this page soon…

For now here is a reminder about priorities.

Priority 1) Responding to customer messages/calls promptly and effectively solving their problems.

Here are the messages/calls that need a response in order of urgency and importance. These are a team effort and will is everyone’s job. Keep zoom open and discuss how/who/when will handle each messages. If you see a need fill a need.

  • Answering phone calls. (Everyone does this. All FSR and Managers have their phones on to answer calls. Missed Calls are not ok.
  • Answering text messages.
  • Answering chats
  • Answering new webform queries
  • Answering social media (including yelp) messages
  • Contacting new leads that aren’t covered above
  • Calling 2nd, 3rd, attempt leads

These tasks must also be done each day. These are not a team effort. Try to get them to schedule far in advance. You don’t want to call them every week. Book their next several appointments.

  • Call your Booked 1st Clients
  • Call your Booked 2nd Clients
  • Call your Booked 3rd Clients
  • Call your Maturing Clients

Also you may have some Admin tasks that need to be handled. These should come last but also must be done.



From Keap to Lillypad: Transfer client info from keap to lillypad (only if does not exist in cleanto yet)

  • You just have to type in the keap id in the url after the “keap_id=”.
  • Will update the following fields from keap to lillypad…
    • $first_name = “”; OK
    • $last_name = “”; OK
    • $user_email = “”; OK
    • $address = “”; OK
    • $state = “”; OK
    • $city = “”; OK
    • $zip = “”; OK
    • $preferences = “”; DO NOT UPDATE
    • $family_info = “”;DO NOT UPDATE
    • $parking_access = “”;DO NOT UPDATE
    • $preferrend_technician = “”; OK
    • $special_instructions_admin = null; DO NOT UPDATE
    • $usertype =serialize(array(“client”));
    • $phone = “”; OK
    • $billed_hours = “”; DO NOT UPDATE
    • $billed_amount = “”; DO NOT UPDATE
    • $bedrooms = “”; DO NOT UPDATE
    • $bathrooms = “”; DO NOT UPDATE
    • $payment_method = “”; DO NOT UPDATE
    • $zone = “”; OK
    • $customer_stage = “”; OK
    • $client_owner = “”; OK


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How to Solve Issues (problems)

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