Executive Summary Of Amikka's Case
Strengths:
- Amikka took the opportunity to gain agreement with the client after verification. This ensures we are on the same page before moving on to any solution. Great!
- Amikka uses positive language throughout the call--"Awesome!"
- Amikka accurately concludes the call by executing on the strong close--asking the client if they have any other questions and thanking them for calling.
Opportunities:
- Offer a conference call. (2:35) Amikka advises the client that he will need to reach out to his broker to have his information updated. Rather than asigning our client homework" we can promote a one call resolution by offering a transfer to CR Origination for help in finding out who the broker is and facilitating a phone call.
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- Amikka took the opportunity to gain agreement with the client after verification. This ensures we are on the same page before moving on to any solution. Great!
- Amikka uses positive language throughout the call--"Awesome!"
- Amikka accurately concludes the call by executing on the strong close--asking the client if they have any other questions and thanking them for calling.
Opportunities:
- Offer a conference call. (2:35) Amikka advises the client that he will need to reach out to his broker to have his information updated. Rather than asigning our client homework" we can promote a one call resolution by offering a transfer to CR Origination for help in finding out who the broker is and facilitating a phone call.
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