- If you’ve spoken with a customer about a job, make a note of it and share it with your team and manager.
- When you make a note, include the date and time you spoke to the customer, their name, and what you discussed.
Do not make any ‘deals’ with customers without manager approval! This means if a customer asks you while on site if we can do anything extra, such as add a logo, tell them to call their contact (Chad, Andrew, Casey, Cortney, etc) to discuss. If they don’t know who that person is, help them get in touch.