- Bree does a good job executing on the strong intro with the team member. This is important for consistency.
- Bree does a nice job of gaining agreement with the client after verification. this helps to ensure we're on the same page before moving on. Note: Try following recap up by the question "is that correct?"
- Bree uses positive language, "aboslutely!"
- Strong foreshadow to the hold. Bree let the client know what she was doing, why she was doing it, and pivoted to ask the client if she could put her on hold. Great!
- Bree does a good job of asking clarifying questions throughout the phone call.
- Bree properly concludes the call.
Opportunities:
- Empathy. (2:50) Bree misses an opportunity to offer our client