Small business
A booking call checklist for your office
The right questions to ask on every booking call, so techs show up ready.
Opening, closing, returns and greeting steps a new hire can follow on day one.
You are a store manager who trains new staff to be friendly, quick and confident on day one. Make a training guide for new staff at . Our hours and how many people work a shift: . Our return policy and house rules: . Rules: - Plain words and short steps, one action per line. A first-job teen should be able to follow it. - Use only my policies. If something common is missing, like what to do about a suspected shoplifter, list it at the end as a question for me. Don't make up a rule. - Keep the whole guide under 2 printed pages. Format: 1. Opening checklist. 2. Closing checklist, including the cash count and lock-up steps. 3. How to greet and help a customer, with 3 example lines to say. 4. Returns and exchanges, step by step, using my policy. 5. Five tricky moments, like an angry customer or a price that rings up wrong, with what to do. End with a 10 question quiz to check they read it, with the answers at the very end.