Stop Losing Revenue Between Inbound Calls
A complete CSR Outbounding System built for ServiceTitan users — daily targets, tracking methods, scripts, and accountability included.
What's Included
Full SOP Document
10+ pages covering 7 outbound call types, daily targets by role, scripts, timing guidelines, and the multi-touch method.
Excel Tracking Workbook
Daily and weekly tracking with built-in formulas. Just enter your inbounds — it calculates your required outbounds automatically.
Quick Reference Card
A printable one-pager for your CSRs' desks. Targets, priority order, and ServiceTitan tracking methods at a glance.
Everything your CSR team needs to turn downtime into revenue.
Most shops tell their CSRs to "be productive" but never give them a system. This changes that.
Clear daily call targets (no more guessing)
Step-by-step ServiceTitan tracking
Schedule-based priorities (light board? Start with membership visits)
Multi-touch method: Call + Text + Email
Accountability built in
Drop your info and we’ll send everything over — no strings attached.
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Want Your Team Actually Using This?
The documents are yours free. But for the smoothest rollout, book a training call with your CSR team and we'll walk through everything together.
$150
60-Minute Training Call
Already a SmartService member? This training is included in your membership.
Email member@smartservicemi.com to schedule.