Customer Relations Playbook

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Best Practice: Ensure all your tasks and appointments are kept up-to-date in your Outlook calendar. While desk, wall, and other organizational calendars (ie, Franklin Planners) are effective organizational tools, ensure your activities are loaded into your Outlook calendar instead, as doing so allows your managers and other internal associates to see your availability and daily activity.

Monday

Tuesday

Wednesday

Thursday

Friday

Log into BuildPro - review open tickets/work orders; Follow-up with trades

Log into BuildPro - review open tickets/work orders; Follow-up with trades Homeowner Appointments/Project Manage Trades Homeowner Appointments/Project Manage Trades Homeowner Apointments/ Project Manage Trades

Log into BuildPro - review open tickets/work orders; Follow-up with trades

7:00

8:00

Perform QA

Homeowner Appointments/Project Manage Trades

9:00

Team Meeting

10:00 Homeowner Apointments/ Project Manage Trades

Homeowner Apointments/ Project Manage Trades

11:00

12:00

Lunch

Homeowner Apointments/ Project Manage Trades

1:00

Homeowner Appointments/Project Manage Trades

Century University - in person or online training

2:00

Homeowner Apointments/ Project Manage Trades

3:00

4:00

Review the following day’s schedule

5:00

10 | Customer Relations Manager | CUSTOMER RELATIONS PLAYBOOK

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