Author: kdub
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208: Answering Calls Instructions for Non-Call Center Staff
How Non-Call Center staff can answer calls Occasionally we have high call volume periods when additional phone coverage is necessary. These are instructions for individuals that are not trained Community Care team members to follow when answering calls. Opening Call: “Good _______________(morning/afternoon/evening) this is ___________ (your name). May I please have the address you are…
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207: Incoming New Business Calls
Action, like any company, depends on continued growth. We must always answer each call with professionalism and enthusiasm. There are 2 types of New business calls: Interested in Management services, meaning they are looking for a management company to manager their community OR Interested in our software, SnapHOA. Some inquiries will only be about them…
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206: Call Screening
WARM TRANSFER VS. COLD TRANSFER WARM TRANSFER – HOW CALLS FOR THE OWNER OF ACTION Warm Transfer vs. Cold Transfer For various reasons, calls for some Action employees should be announced to them before transferring. This is referred to as “warm transferring.” Cold transferring is simply sending a call to an extension without announcement. All…
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205: Scripts
GENERAL CALL SCRIPTS FOR PHONE RECEPTIONISTS: Greetings Scripts (Must be said word for word) If you are speaking to a h/o: If you are speaking to a non-h/o: Caller asks for a specific employee (Excluding Board Members) Hold Script (Must be said word for word) Transfer Script (Check EIO First) (Must be said word for word) Closing Script (Does…
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204: Telephone Etiquette
Action Property Management provides service to a diverse homeowner demographic and strives to deliver a professional, high-quality customer experience with every interaction. Our communication should always be courteous, respectful, and professional. While our approach is formal, it should never feel cold or scripted. The goal is to create a positive experience while building confidence in…
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203: Call Types
Overview All incoming calls for the Corporate Irvine office, all satellite offices, and Cottonwood Canyon Hills Community Association are routed through the Community Care Department. The following is a general (non-exhaustive) guide to how calls should be handled and routed. The primary goal of Community Care is to resolve 80% or more calls without transferring.…
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202: EIO Board: Determining Employee Availability
Overview The EIO Board assists in determining the availability of all employees working in the corporate or satellite offices. Employees check in and out daily for breaks, meetings, lunch, etc. so their calls can be directed appropriately. Community Care Specialists use this information to let callers know if the person they are trying to reach…
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201: Answering the Call
General Information Every call should be answered in a professional, consistent, and helpful manner. Whenever possible, use the approved call scripts (see SOP 205: Scripts). If Community Care is unable to resolve the caller’s request, transfer the call to the appropriate individual or department. The following resources can be used to determine who should receive…
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200: First Impression
Community Care is the first point of contact for many homeowners, residents, vendors, and business partners. Every interaction should reflect Action Property Management’s commitment to providing courteous, professional, and knowledgeable service. A positive first impression helps build trust, improves the caller’s experience, and sets the tone for the remainder of the conversation. Be Prepared Before…
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101: Department Overview
Hours of Operation Corporate Irvine Office Tuesday & Thursday 8:00 AM – 4:00 PM Appointment required Satellite Offices Office hours vary by location. Refer homeowners to the office listing or verify office hours before advising callers. https://www.actionlife.com/find-an-office/ Community Care Call Center Monday – Friday 7:00 AM – 6:00 PM After-Hours Community Care Saturday & Sunday…