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Sales Team

Happy Call Post Visit

Keating Kuhn

Keating Kuhn

September 29, 2025

Primary Role:

  • Customer Success Role

Tools Needed:

  • Workiz – tracking which leads to call after a tech goes on site, call tracking/phone

Process:

  • When a tech has been on site or a job has been completed, CSR should call to make sure service was completed with a 5 star experience.