We’ve outlined some helpful suggestions for virtual evaluations and consultations. These will need to be tailored to fit your business, know that we are here to help you during these difficult times.
(See our earlier tips for home visits)
- Virtual evaluations aren’t a new strategy for us. We’ve been executing remotely and virtually for years. We do phone evaluations for vehicle lifts, straight, and curved stairlifts. With a thorough interview with pictures or video (like Skype, Facetime, etc.) we can create quotes and ensure we are identifying safe and practical solutions.
- It can be as simple as texting or emailing a picture of your job site. We’re happy to review the application and make recommendations.
- After we together identify the best solution, we can send a brochure or a link to a video that you can share to your client to help them feel confident.
- Take advantage of the 3 guides we’ve developed that can help you and your team build your own virtual evaluation process and ensure that the right product gets quoted and sold.
- Our LiftSquad Academy focuses on teaching installers to be fast and efficient. Additionally, we design our products to be easy to install. Our goal, always, is for 1 or 2 technicians to arrive at a job site and be done in as little as 2 hours. With a goal of avoiding any direct contact with your clients, please consider the following:
- Prior to arrival please make sure your staff has had time to have a restroom break. This will avoid the uncomfortable situation in the home.
- Call to confirm the appointment on the same day to let them know what time you will arrive.
- Then call a second time from the customer’s driveway prior to knocking or ringing doorbell to notify them of your arrival.
- Describe your vehicle and ask your customer to visually verify your arrival. Ask them to unlock door and step back 6-feet or more.
- If you elect to wear masks or other PPE do so before entering the home.
- Proceed directly to your work area. Do acknowledge your customer. Even if your or your team are wearing masks, your eyes can convey a smile and a warm hello can help create a more comfortable environment.
- Clean the new equipment and the surrounding area with sanitizer when finished.
- All documentation and paperwork should be left on the seat of the product.
- If the customer will allow you, review the equipment with them from a distance of at least 6 feet away.
- Alternatively return to your vehicle and call your customer on the phone to review operation of the new equipment (do this from the vehicle, curbside, in case re-entry is required).
- Once trained and satisfied, have the client sign the paperwork and either set it outside for you to pick up, or mail it to your office. Some clients may be uncomfortable signing, and depending on the procedures of your business consider an email or text alternative.
- If performing a repair, do as much troubleshooting over the phone as possible. Video chats are a preferred method for this. If the repair is more intensive, an installer may be needed to visit home. In these cases, they will follow the same procedures for the contactless install.