We process Requests from our Members all day/everyday. We always do the same steps for EVERY Request. Please make sure you follow N.D.A.C.R.R. For EVERY REQUEST
We process Requests from our Members all day/every day. We always do the same steps for EVERY Request. Please make sure you follow N.D.A.C.R.R. For EVERY REQUEST:
- Cleanup/Perfect the Request
- Create a good Ticket Name: "Member Name - Short Request"
- Create a good Ticket Description: "Brief summary of the Member's Request in their language/terminology"
- Update Associations
- Change Contact to correct Member
- Change Company to correct Member
- Send Confirmation Email
- We have MANY templates...the Confirmation Email Template is quick and easy to send. Please make sure you do for ANY and ALL Tickets you Create. This email provides the ONLY method for a Member to respond with additional information for the Request.
- Work Gizmo's Circle of Care™
- Discover - Ask LOTS of questions. Look stuff up. Find answers. Get dirty.
- Plan - Use all you learned and write a Plan
- Review - Call the Member and tell them about the plan. Explain schedules and costs
- Implement - After the Member agrees, get to work delivering the solution.
- Educate - Explain to the Member and all involved what’s new and how it works
- Maintain - Document everything. Store Manuals, Gizmo Guides™, Etc. for Member.
- Send Recommendation Email
- Do the Work
- Send Recap Email
- Update all fields for Billing/Purchasing/Record Keeping/Bookkeeping/Etc.
- Close Ticket
- Do it again for the Next Request
N.D.A.C.R.R. - Name, Description, Association, Confirmation, Recommendation, Recap