5.12 BUILDING ESTIMATE SPECIALTY SERVICE: Local Move with LiveSwitch Script

This course provides comprehensive training on how to use the Local Move with LiveSwitch Script to qualify customers, gather essential move details, and send LiveSwitch video requests when needed. You'll learn how to properly identify when a LiveSwitch is required based on CuFT, specialty items, or unclear details, and how to format the customer’s contact name, send the invite, and log internal notes. The course also covers how to resume the standard local move script after sending the LiveSwitch, manage estimate updates once videos are reviewed, and communicate clearly with customers about next steps. By the end, you’ll be equipped to confidently handle local move estimates using LiveSwitch while ensuring accurate information, smooth scheduling, and excellent customer experience.
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Course content

1 sections | 2 lessons