Tsi Case Scenario
Strengths:
- Good execution of the strong intro with both the TSI team member.
- Nancy also does a good job of foreshadowing why she is asking questions for security.
- Good specific acknowledgements at the start of the phone call. Example: "I can verify if that appraisal was paid..."
- Nancy goes on to advise the third party that she will send the paid invoice, showing $0. It sounds like the third party had recieved an older version of this document with different numbers showing.
- Nancy does a good job of verifying the client's email address prior to submitting the document request, as well as setting the expectation for when she can expect to recieve it.
- Nancy executes on the strong close. Ensuring that she asks if the client
- Good execution of the strong intro with both the TSI team member.
- Nancy also does a good job of foreshadowing why she is asking questions for security.
- Good specific acknowledgements at the start of the phone call. Example: "I can verify if that appraisal was paid..."
- Nancy goes on to advise the third party that she will send the paid invoice, showing $0. It sounds like the third party had recieved an older version of this document with different numbers showing.
- Nancy does a good job of verifying the client's email address prior to submitting the document request, as well as setting the expectation for when she can expect to recieve it.
- Nancy executes on the strong close. Ensuring that she asks if the client