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Page Contents
Skill Requirements
Installation Process Steps
Related Training Materials
Final Steps & Delivery
Certification
Terms & Definitions
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Personal Protective Equipment (PPE) must beworn at all times when handling material and operating the power tools mentioned throughout this process. Review the PPE Matrix for further guidance. |
Demonstrate the System:
Complete walk-through, present & demonstrate product.
Open the drawers and show them all their inserts inserts.
Pull open laundry hampers & Engage products.
Pull out accessories, ironing boards and mirrors.
Encourage the customer to bring in a few items and place them on hanging poles, accessory racks, etc.
Show any adjustments or other mechanical items the customer can control.
Show remotes/switches for lighting.
Provide a tutorial of removing and inserting any laundry baskets.
Ensure the customer is aware of the overall function of accessories
Complete walk-through, present & demonstrate product
Review warranty information, cleaning instructions and any gift package from the office or design consultant
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Final Logistics:
Point out any damage of property and let the customer know how we will take care of the issue.
Any concerns that came up throughout the day and how we are going to resolve them or if they have been resolved.
If required, schedule a return service date.
If an appointment with the design consultant and/or a call from the office is needed, set this date and time.
Set expectations for any Return Visit next steps.
Complete a final tour of entire property where you were working – confirm that everything is being left as it was prior to your arrival.
Show customer where you left any tear-out items: Baseboards, mirrored doors, etc.
Ensure customer feels that their expectations are met.
Paperwork & Admin (if applicable):
Review warranty information, cleaning instructions and any gift package from the office or design consultant.
Have the customer sign off on completion of job or on items to complete on return visit.
Present invoice and collect any remaining balance or let them know the office will process the final payment.
Inform the customer that they will receive a survey (NPS) and request a Google Review.
Encourage your customer to take a moment to complete the survey they receive. You can say:
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Skeleton Fundamentals
Complete the Installation
System Touch Ups
Cleaning the System & Jobsite
PPE Matrix
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Once the van has been loaded with tools and extra material, complete the driveway download prior to departing.
Upon arrival back at the shop/warehouse, complete the end of day clean up process.
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Certification Steps (in accordance with the California Closets Professional Installation Experience Competency Model):
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