MORNING PROJECTS
Business Letter - Finish your cover letter from last week.
Email 1 - You received a statement from Ace Hardware for your company account. You do not have any of the invoices listed on the statement. Write an email to Ace Hardware asking for these missing invoices.
Email 2 - The company credit card bill was paid a day late. You are now being charged a late fee. Write an email to the credit card company asking them to take the late fee off your account.
Spreadsheet 1 - Finish filling in your personal expenses on your budget spreadsheet.
Spreadsheet 2 - Design a spreadsheet that tracks your schedule and your kids' schedules that you can use as a weekly calendar.
Quickbooks -
AP: Enter three new bills, pay bills, write checks
AR: Add new items (products or services) to your items list, make three new invoices, receive payments, make deposit
1:1 Work Sessions with Liz
- 9:15 - 10:00 / Jodi
- 10:15 - 11:00 / Andrea
- 11:15 - 12:00 / Diana
*** LUNCH! ***
PHONE SKILLS & SOFT SKILLS
- Answering the phone - Call three different local businesses (grocery, gas, bank, etc) and ask a simple question (example: What time do you close?). LISTEN and write down how each business answers the phone. LISTEN to the tone of the person. How would you describe it? How did it make you feel?
- Taking messages
- Role plays
Making calls –
1. Request to remove late fee
You paid the Lower Valley Energy bill late and the next month’s statement arrives with a $25 late fee. In the last year, this has happened one time before. Your boss tells you, “We aren’t paying that late fee!”
2. Paid bill shows as balance forward on next month’s statement
You receive your October statement from UPS. It shows a balance forward of $351.27 from September. You remember paying this bill, and it should not be on your October statement.
3. Client is 30 days overdue
You have not received payment from Ms. Smith for her summer maintenance invoice that was due October 1.
4. Propane company is charging higher rate than boss negotiated
The October invoice from Suburban Propane is charging you $2.50 per gallon. Your boss says he negotiated the rate of $1.80 per gallon.
5. Cleaning service is not fulfilling its contract
Your company hires a cleaning service to come in two nights per week to vacuum, clean the bathrooms, empty trash, and dust. For two weeks in a row, the floor has not been vacuumed the next morning.
Receiving calls –
1. Client is canceling appointment within 24 hours
John is calling to cancel his counseling appointment. Your office has a 24 hour cancellation period. If a person cancels within 24 hours, they are charged for the appointment.
2. Client sent payment but it didn’t post
Mr. Semen calls to tell you he sent the check for $56.78 in October. But he received his last statement and the charge is still showing up.
3. Request to remove late fee
Laurie had a $20 late fee on her October statement because she didn’t pay her summer maintenance bill. She calls to tell you she is going to pay it now but is not paying the late fee.
4. Client got the package arrived but items were broken
Mrs. Boner ordered pottery from your store. She received the box but two of the bowls were broken. She said the packing job was awful and she wants two new bowls to shipped ASAP.
5. Client call to complain that property maintenance was not completed to his satisfaction
Lisa calls to complain that the maintenance crew did not do the work they were supposed to do. She said that leaves were still left in the yard and that the driveway was not cleaned.
1:1 Work Session with Liz
2:30 - 3:15 / Vicky
this was challenging and fun thank you Climb
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