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Customer Coordinators Processes
Scripting
Equifax Script (5:38)
Centrelink Questions and decision tree
No thanks and objections (3:42)
Booked online
Coords FAQs
General probing questions (13:37)
Questions around data security
Script
Calendly
Booking a calendly appointment (8:02)
Daily Calendly reception (8:26)
Booking CRI Calendly (6:32)
TAWK
Tawk Reception (5:57)
Actioning Messages (9:04)
Turn of autofill (2:55)
Actioning Emails
Actioning miscellaneous and client emails (7:53)
DR Enquiries
Priority of Dr Enquiries (3:47)
Reception
Reception Decision tree (7:47)
Resetting portal email address and password (2:57)
My file
My file and Equifax reports (3:03)
Statuses
DMC-Doesn't meet criteria (6:45)
Protection plus
Protection plus process (11:38)
Operating Rhythm
Operating Rhythm and time sheets (7:13)
Stats (5:31)
Customer coordinators roles
Our Virtual Assistants (4:41)
Customer Coordinator (15:33)
Insolvency Intro call
Intro call
5* Reviews
5* reviews (13:30)
5* review FAQ
Compliance
Compliance Checklist (13:03)
Coords Compliance requirements (11:18)
Building skills
Call control (1:12)
Understanding partner leads (12:27)
Muney
Muney Call process (3:42)
Muney Scripts and call requirements (3:37)
Muney Objection handling (3:48)
Muney Questionnaire (5:37)
Section summary
Muney and aircall (2:14)
Score checker
Score checker and actioning client files (9:14)
Teach online with
Muney and aircall
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