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Part of any great sales or customer service strategy is building a relationship with your leads to nuture them toward a purchase. It is vital to have just the right information about the customer, their unique circumstances, and what problems they’re having in order to build a value-added solution without creating any bottle necks in the lead generation process. This week, an HVAC contractor from New Jersey asks the experts:

When a technician has a turnover, how much or how little information do you want the tech to gather for the lead coordinator?

EGIA’s faculty member Drew Cameron (President of Flow Odyssey) gives his expert advice on the tech turnover process and what internal communication systems you should have established in your company to maximize every turnover opportunity.

EGIA members can access the full archive of Ask the Expert recordings by logging in to their member dashboard.