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Proactive Calls - LMD Calling Report

The purpose of this document is to equip anyone in Customer Experience to make Outbound Calls to customers that are awaiting deliveries, to confirm the date they'd like these onsite and advise when we can deliver in relation to this date.

1. Generate the LMD Calling Report showing which 'Mainstream/Newtech' and 'Newtech' orders are 'Ready' and 'Waiting', with the Dispatch Date you select (usually approx. 4-5 days in advance from the date you're pulling the report).

Inventory > Delivery Orders > LMD Delivery Option: Mainstream/Newtech & Newtech > Filters: Waiting & Ready > Custom Filter: Dispatch Date is between ***

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2. Ignore the below customers:

  • Kitchen Orders (italics means Shani added before we were making calls)
  • GJ Gardners (italics means Shani added before we were making calls)
  • GJ Gardner Nelson 
  • Evoke Bathrooms 

3. These customers can always be sent asap if going to the office address and not otherwise specified 

  • Costal Homes 
  • Inline Design and Build Ltd 
  • Keith Hay Homes 

4. Customers to email rather than call 

  • Ryan @Gjs Whanganui 
  • Ricky @ GJs Rodney East 

5. These GJ branched have accurate scheduling so no need to contact if a schedule has been recently received

  • GJ Waikato West 

Details for Newtech Delivery Team Mobile Phone:

Unlock Pattern: N

Phone Number: 020 433 1049

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