Please enable JavaScript.

Coggle requires JavaScript to display documents.

Organizational Flow Chart (Not in order (Pet Sitter (Team Leader (s) *…

- - - - Trainees
      - Trained sitters
- - - - Marketing
      - Interviews prospects
  - - - Receive new clients
        
        Phone consults
        
        Alert sitter manager of new clients and chosen Meet and Greet time
      - New Client follow up and review invite
      - Respond to client inquiries not related to current pet care
        
        Report emergencies to owner and sitter manager
      - Attend marketing events with owner
      - Make sure all required documents on client profile, report to team leader if not
      - Interviews prospects
      - Communicate info to clients (blast emails, phone calls), manages CRM (active campaign) and Send out Card
      - Assist owner with tasks as needed
      - Organizes outreach, and manages social media
      - Work From Home
        
        Time tracking?
      - Do requests, scheduling, etc before "office hours" of communications. Review all service order to make sure they abide by guidelines
      - message link....forwarding between two mangers, different areas
    - - Drive bys
      - Manages training schedule
      - Scheduling, requests off, invoicing
        
        Make sure visits are completed on time, follow up if not
        
        Alerts team leader of scheduling gaps
      - Monitor trainee conversations
      - Handles emergencies
      - Assigns Meet and Greets to avalible sitters via team leader
      - Interviews prospects
      - Communicate info to employees
        
        Distributes items and keeps record
      - Have credit card/manage "as needed" money
      - Tracks Trainees training progress, hires new sitters.
        
        Personality profiles
      - Responds to feedback from sitters
      - Work from home
      - Look for problem solving skills during interview -maybe problem solving quiz? filter out emergencies
        
        lock outs on sitters dime
        
        All clients need lock box, regardless of keypad, for emergency.
        
        Cannot leave door unlocked-call team leader if its a door locking problem
  - - - Emergency Back up for area (Primary or Second or tertiary sitter for all clients in area)
      - Trains the trainees (trainees will do pet meet and greets with only with Team Leader)
      - Attend marketing events
      - Attends All Meet and Greets
        
        Pro with policy
        
        Upload notes to client profile
      - Ideally more availibility (full time)
      - 60%=65%
        
        5 Holly and Hugo courses- 1 percent raise per course + $5/ lesson
        
        $5 when team member gets good review
      - Schedule themselves and team members, is filled first, part time sitters handle over flow/ fill in gaps
      - Decides who to bring with them to meet and greets
    - - Complete intake training
        
        secondary or tertiary for 10 households in area
        
        5 Holly and Hugo courses- 1 percent raise per course + $5/ lesson
      - Completes minimum of 10 visits
      - 40%-45%
      - Attends Meet and Greets
    - - Respond to client inquiries related to current care
      - 5 Holly and Hugo courses- 1 percent raise per course + $5/ lesson
      - Attends Meet and Greets
        
        Takes notes, comapares to posted notes
        
        50%-55%
      - Part time