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Receive new lead/new call, PRE-BOARDING - Coggle Diagram
Receive new lead/new call
Send application form (short)
Lead has experience/no experience but ready to learn; SSN/DL
valid
Send lead to check
ELIGIBILITY STATUS
Lead is
NON-ELIGIBLE
Tag
lead and move him/her to
NON-ELIGIBLE SECTION
Lead is
ELIGIBLE
Send application form (long)
Organize the introduction call
Send price-list and job offer afterwards
Lead is
NOT INTERESTED
Tag lead and move him/her to
NOT INTERESTED SECTION
Lead is
INTERESTED
Background & Drug test
2 more items...
Lead has experience/no experience but really interested in getting the job; SSN/DL
are in progress
Move lead info to
NO SSN or NO DL
Lead has
no experience/irrelevant experience
; SSN/DL
unvalid
Move lead to ARCHIVE
PRE-BOARDING
Provide tech with uniform and accessories
Field training with experienced tech
Give all the contacts needed for a start
Give TECH APP instruction
ON-BOARDING
Collect feedback from
the tech
Collect feedback from
supervisor
Track tech's progress for several weeks
OFF-BOARDING
Find out the reasons for quitting a job
NOT - INTERESTED
Move lead to NOT-INTERESTED section
FAMILY
or other
REASONABLE
issues
Move lead to RESERVE section
Check the lead give back rented vehicle/equipment
Ensure the access to the tech systems is blocked
Dispatching support
Schedule routing and location