Class Materials
When will the class materials be shipped to me?
- Class materials are normally scheduled to be shipped the 3 Mondays prior to the class date,
unless the class date is less than 3 weeks away. - Upon receiving the class material shipment, immediately open the box to ensure all materials are included.
- If items are missing, notify the Training Coordinator immediately so missing items can be sent in a timely manner.
Confirmation Calls
When should I make my confirmation call?
- 1. Preferably 1 week (7 business days) prior to the class date
When should I make my confirmation call?
- Physical address, as indicated on your Class Confirmation, of where class is to be held
- Who to contact & phone number for when you arrive
- Any specific parking/location requirements
- Type of media to be used for video portion of class
- Number of attendees (if above 12 contact the Training Coordinator)
- Type of class to be held as indicated on your Class Confirmation
- Class timeframe as indicated on your Class Confirmation
(class time should not be shortened unless there is prior approval) - If teaching AED, what type of AED does the client have
(if known by Corporate Office it will be indicated on your Class Confirmation & if it is serviced) - If the customer has an oxygen unit, as indicated on your Class Confirmation,
be sure to let them know to bring it to the class for a short demo on how to use the unit during the class
Will I get reminders about the confirmation calls?
- Yes. However, there may be times when a reminder email may not be sent to you.
- REMEMBER – it is your responsibility to contact & confirm with the client.
- Respond to the email, send a text, or call to notify the Training Coordinator you have made verbal confirmation with the client to avoid additional reminders.
What if I do not call the client 7 business days prior to the class or notified the Training Coordinator I have made confirmation with the client?
- You should then receive another email reminder three business days prior to the class,
however, there may be times when a reminder email may not be sent to you. - REMEMBER – it is your responsibility to contact & confirm with the client.
- Respond to the email, send a text, or call to notify the Training Coordinator you have made verbal
confirmation with the client to avoid additional reminders.
What if I am not able to speak with the client to confirm the class?
- If contact is not made by the end of three business days prior to the class, immediately contact the Training Coordinator for alternate contact information or help.
- If the alternate method does not provide results within 2 hours, contact the Training Coordinator immediately.
Cancellations
During my confirmation call the client notifies me they need to cancel their upcoming class, what do I do?
- Offer alternate dates to reschedule
- Verify Time, Location or any other possible new details
- Notify Training Coordinator immediately by email, text or phone call with:
- Name of person you spoke with & their contact information
- Whether class was canceled indefinitely / why canceled
- If class is rescheduling to a new date / request Training Coordinator to please send new confirmation with reschedule date
What happens if client calls me and cancels on date of class before I arrive to class location?
- Offer alternate dates to reschedule
- Verify Time, Location or any other possible new details
- Notify Training Coordinator immediately by email, text or phone call with:
- Name of person you spoke with & their contact information
- Whether class was canceled indefinitely / why canceled
- If class is rescheduling to a new date / request Training Coordinator to please send new confirmation with reschedule date
What if client cancels after I arrive at class location?
- Offer alternate dates to reschedule
- Verify Time, Location or any other possible new details
- Notify Training Coordinator immediately by email, text or phone call with:
- Name of person you spoke with & their contact information
- Whether class was canceled indefinitely / why canceled
- If class is rescheduling to a new date / request Training Coordinator to please send new confirmation with reschedule date
Am I compensated for class cancellations?
- If you were already traveling on the date of & to class, you will be compensated any approved mileage/drive
time, based on current mileage/drive time pay rate, if applicable - If client cancels after you arrive at class location, you will be compensated 2 hours instructor pay plus any
approved mileage/drive time, based on current mileage/drive time pay rate, if applicable
What if I need to reschedule or change the time of a class?
- Call the Regional Manager or Training Coordinator to discuss with the client
Sales/Service Requests
What if a client wants additional information on AED sales/service, O2 service, additional training classes or about their account?
How do I know who the Regional Manager is for a client’s account?
- Get the client name, phone number & company name
- Notify the Regional Manager or Training Coordinator of client request for more information
How do I know who the Regional Manager is for a client’s account?
- Information is listed on your Class Confirmation, for example:
Sales Person: Gina Campbell Contact: (888) 767-0050 ext. 29 | [email protected]