CB Job flow


From Initial Job Request → Final Interaction

You receive an email that a job came in

  • Analyze

  • Look up the Neighbor in Agile

  • Get questions ready

If Moving

  • Does the job entail straps?

  • Moving a couch: Is it a sleeper?

  • How large is the space being moved? (Rough square footage)

  • Are items already packed? Or do we help with that?

  • Am I going to need a Uhaul or truck (+$$)

If Painting

  • If it's a bigger job, we should pick up the tools and materials (+$$)

If Landscaping

  • How big of a yard is it?

  • Is the Neighbor working with them?

  • Power Tools? X

  • Ladder? X

Call/text the Neighbor to confirm job (within 15 minutes of rental request)

  • Always use Grasshopper for call/text with Neighbors (You don’t want to give out your personal cell)

  • Speak (louder than normal) with assertion and boldness. People have a hard time hearing.

  • If don’t answer, text

Ask About the Job

  • Will the Son be working alone or with Neighbor?

  • ---> If ALONE suggest 2 Sons (you want pairs)

  • ---> If WITH suggest 1 Son (unless heavy moving or large project)

  • Set a date and how many Sons

  • Make your prices clear!

  • Text them the form or direct them to complete rental request: http://www.rentsons.com/your-rental

  • Set up Neighbor Account for payment and charge $0.50

    • In Stripe if on computer, In Payment if on phone

      • *Need to have e-mail and name linked, otherwise the card info won’t save*

      • Create Payment: $0.50

      • Description: Neighbor Account

      • Statement Description: (should always be the same as Description)

    • Schedule Job for an appropriate time

    • Offer Job and find Sons

  • Give exit line: "Look forward to working with you. Chat soon."

Set up Job

  • Post job on When I Work

1 Hour Before Job

  • Text the Sons

  • Make sure they're awake (especially on Saturdays)

  • Any details they need to remember. Tools? Truck? Materials?

Own that Job

  • Be available as if you were there. You’re one ring away.

  • Make sure Sons clock in and out

  • Sons @ Work sign

If New Neighbor, check in at job site

  • The importance of showing face is vital. It shows the Sons you care and shows the Neighbor you’re there

  • $2 touch

  • As a Community Builder, it's your job to find out how else we can serve the Neighbors so they hire us back

  • Make sure everyone is happy

  • Postcard/Thank You Cards in Mailbox: 3 sentences. Make it you. BE AUTHENTIC.

  • If you had an amazing convo with them, leave a coffee card

If Returning Neighbor, call at end of job

  • When collecting payment/ let them know the total to charge

  • “To settle up*, We had 1 son for 2 hours at $25ph. + _____ charges) totaling X dollars.

  • Run payment

After Job is Completed, Follow up

  • Call/text Son, then call Neighbor. Chat a bit! This is more important than you think.

    • Confirm total rental price with Neighbor

    • Restate the rate

    • Go over hours worked

    • Additional costs? Tools?

    • Total cost

  • If good experience:Send google review & inquire about future jobs?

    • If a receipt is request by Neighbor, send invoice through Tradeshift.

  • If bad experience: Give 2 free hours or do what you need to do to make it right.

    • Consult with Son Executive

    • Group Chat message in Slack, immediately

  • If they don’t pick up: Leave a voicemail and text them.

    • If no word from Neighbor, just charge card.

    • Add following info to Slack channel: #payments

      • Neighbor’s Name

      • # hours - $price

      • tool/van rental - ($30)

      • Tips: (if neighbor added tip to the card payment)

      • Total $____

      • Charge it!

Quick 6: Knocking Door-to-door

  • “Give an hour, get an hour” coupons to 6 surrounding Neighbors

  • Leave a postcard if the Neighbor isn’t home

  • They will be more likely to rent Sons if they KNOW their neighbor uses you

Son Check-In

  • Call/text/email Sons in your community to set their availability

  • After every job, text/call the Son and seeing how it went

    • Check with them before you check with Neighbor

Weekly Connection

  • 1 coffee a week with a Neighbor

  • OR find a new connection

  • If you haven’t heard from a Neighbor in a while, call/text/email them to remind them you’re here for anything they need

  • One $2 touch a week

  • Getting referrals

Setting up Job

  • Contact Neighbor within 15 min of rental request
  • Automated e-mail or text from gmail
  • If can’t call, txt through grasshopper app

Set up Neighbor Account through Stripe

  • *Need to have e-mail and name linked, otherwise the card info won’t save*

Schedule Job for an appropriate time

Offer Job and find Sons

Own that Job

  • Be available as if you were there. You’re one ring away.

Follow up

  • Call/text Son, then call Neighbor. Chat a bit! This is more important than you think

Confirm total rental price with Neighbor

  • Restate the rate
  • Go over hours worked
  • Additional costs? Tools?
  • Total cost
  • If good experience, send Google Review & future jobs?
    • If bad, give 2 free hours or do what you need to do to make it right. Consult with Son Executive
    • Group Slack Message Immediately