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  • Client Care Team Leader: Krista May

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    Krista May
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    This document outlines the roles and responsibilities of staff at Comfortspec Inspections. It includes the client care team leader who oversees administrative employees, payroll, and client communications. The client care coordinators schedule inspections and handle client follow up. Inspectors perform home inspections to ensure customer satisfaction. The inspector team leader provides training, evaluates field work, and ensures customer inquiries are addressed. The lead inspector/owner oversees company operations.

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    Accountability Chart

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    This document outlines the roles and responsibilities of staff at Comfortspec Inspections. It includes the client care team leader who oversees administrative employees, payroll, and client communications. The client care coordinators schedule inspections and handle client follow up. Inspectors perform home inspections to ensure customer satisfaction. The inspector team leader provides training, evaluates field work, and ensures customer inquiries are addressed. The lead inspector/owner oversees company operations.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    15 views5 pages

    Client Care Team Leader: Krista May

    Uploaded by

    Krista May
    This document outlines the roles and responsibilities of staff at Comfortspec Inspections. It includes the client care team leader who oversees administrative employees, payroll, and client communications. The client care coordinators schedule inspections and handle client follow up. Inspectors perform home inspections to ensure customer satisfaction. The inspector team leader provides training, evaluates field work, and ensures customer inquiries are addressed. The lead inspector/owner oversees company operations.

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    © All Rights Reserved
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    of 5

    Client Care Team Leader

    Krista May

    • Creating SOPs
    • Training Admin Employees
    • Commercial Inspections
    • EOS Implementer
    • Human Resources
    • Managing staff
    • Payroll
    • Radon Spreadsheet
    • Sending Radon Readings through
    GreenPort
    • Scorecard Data Entry
    • Point of contact for all email
    correspondence from clients and
    agents
    • Audit Credit Card Payments in ISN
    • Follow ups on Payments and
    Collections

    Client Care Coordinator 1 Client Care Coordinator 2 Inspector


    Kayla McGarry Erica Crespo Billy Cosgrove

    • Answer Phones • Answer Phones • Performing inspections


    • Schedule Inspections Utilizing • Schedule inspections utilizing • Ensuring customer satisfaction
    script & SOPs script and SOPs • Providing the most professional
    • Create Client Closing Gift • Handwrite New Agent Thank You experience possible to clients
    Templates Cards • Ensuring all reports are completed
    • Cooking Closing Gifts • Assemble New Agent Bags in a timely manner
    • Assemble & Complete Client • Weekly Inventory • Staying up to date in the latest
    Closing Gifts • New Agent Folders training
    • Bacterial Water Incubator • Client Folders
    • Follow up Calls to BAs and Clients • Mailings
    • Inspection Agreement Reminder • Glue Birthday Candy and Business
    Calls Cards
    • Call 2 Competitors Monthly in • Create Birthday Labels
    Binder • Assemble Birthday Bouquets
    • Upload Property Photos/SPDs • New Agent Letters
    • Create Punch List for Turnover on • Creating Punch List For Turnover
    tasks not completed on tasks not completed
    • Assist Marketing Department • Weekend-Radon tracking, bacterial
    water incubator, follow up calls to
    clients and BAs
    • Assist Marketing Department
    Inspector Team Leader
    Vincent Williamson

    • Inspector Training
    • Managing operations
    • Field evaluations
    • Ensuring follow ups on client
    inquiries
    • Creating training materials for
    inspectors
    • Providing input on expansion and
    development needed
    • Ensuring all inspector training is
    current and up to date
    • Commercial inspections
    • Responding to everyone in a timely
    manner

    Inspector Inspector Inspector Inspector Inspector Trainee Radon Tech


    Joe Warmkessel Aaron Caudill Chris Sellare Nick Dattalo Jose Gonzalez Miguel Orellana

    • Performing inspections • Performing inspections • Performing inspections • Performing inspections • Riding along with inspectors
    ction • Ensuring customer satisfaction • Ensuring customer satisfaction • Ensuring customer satisfaction • Ensuring customer satisfaction assisting when needed
    sional • Providing the most professional • Providing the most professional • Providing the most professional • Providing the most professional • Training in a timely manner
    ents experience possible to clients experience possible to clients experience possible to clients experience possible to clients • Pickup and drop off of equipment
    ompleted • Ensuring all reports are completed • Ensuring all reports are completed • Ensuring all reports are completed • Ensuring all reports are completed when needed
    in a timely manner in a timely manner in a timely manner in a timely manner • Performing stand alone services
    atest • Staying up to date in the latest • Staying up to date in the latest • Staying up to date in the latest • Staying up to date in the latest with minimum supervision
    training training training training • Completing all required modules of
    training
    Comfortspec Inspections

    Lead Inspector/Owner
    Jason Damato

    Inspector Team Leader

    • Inspector Training
    • Managing operations
    • Field evaluations
    • Ensuring follow ups on client
    inquiries
    • Creating training materials for
    inspectors
    • Providing input on expansion and
    development needed
    • Ensuring all inspector training is
    current and up to date
    • Commercial inspections
    • Responding to everyone in a timely
    manner

    Inspector Inspector Inspector Inspector Inspector Inspector


    a

    • Performing inspections • Performing inspections • Performing inspections • Performing inspections • Performing inspections • Performing inspections
    • Ensuring customer satisfaction • Ensuring customer satisfaction • Ensuring customer satisfaction • Ensuring customer satisfaction • Ensuring customer satisfaction • Ensuring customer satisfaction
    • Providing the most professional • Providing the most professional • Providing the most professional • Providing the most professional • Providing the most professional • Providing the most professiona
    experience possible to clients experience possible to clients experience possible to clients experience possible to clients experience possible to clients experience possible to clients
    • Ensuring all reports are completed • Ensuring all reports are completed • Ensuring all reports are completed • Ensuring all reports are completed • Ensuring all reports are completed • Ensuring all reports are comple
    in a timely manner in a timely manner in a timely manner in a timely manner in a timely manner in a timely manner
    • Staying up to date in the latest • Staying up to date in the latest • Staying up to date in the latest • Staying up to date in the latest • Staying up to date in the latest • Staying up to date in the latest
    training training training training training training
    Director of Marketing Director of Training

    • Oversee daily activities of • Design training materials for


    marketing staff inspectors
    • Plan new routes and design the • Assist in the design and buildout of
    most efficient paths training facility.
    • Plan events and ensure all • Properly establish connections with
    meetings are scheduled and local realtors to push our building
    executed and training for agents
    • Make sure marketing team is • Teach classes in new training
    performing to the utmost capacity facility
    • Design and expand on Preferred
    vendor packages
    • Assist in daily operations
    • Perform weekly inventory as well
    as ensuring all event supplies are
    organized and executed.
    • Ensure all social media marketing
    is being utilized and stayed on top
    of.

    Inspector Marketing Representative Marketing Representative


    Jade Walter Jen Rush

    rforming inspections • Marketing • Marketing


    suring customer satisfaction • Routing and scheduling of daily • Routing and scheduling of daily
    oviding the most professional appointments appointments
    perience possible to clients • Performing Presentations and • Performing Presentations and
    suring all reports are completed events events
    a timely manner • Assisting on phones when needed • Assisting on phones when needed
    ying up to date in the latest • Agent aqcuisitions • Agent aqcuisitions
    ning • Clerical Duties • Clerical Duties
    • Visiting offices delivering goods • Visiting offices delivering goods
    • Ensuring the most positive • Ensuring the most positive
    experience to customers experience to customers
    • Video Production • Video Production
    • •

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