Daily Check In

In our morning meeting we will develop a list of people to check in with during our day.

We develop this list by going to the CineRentalManager Status Page. From there we look for any jobs without approved quotes that have not told us why they have not approved the quote yet, or repeat customers who have equipment out that day. From there we make a card in trello with each person as part of that checklist.

Every day after lunch we will call these people and check in about the quote that we had sent over. Your goal is to find out their total budget for grip and lighting and what will help them to approve the quote now. This is to minimize back and forth emailing, encourage the customer to negotiate, and save us both time in the approval process.

For people who have equipment out, just send a text asking how the shoot is going. If there are any issues this is when they will tell us so we can either fix it for next time, or even send someone out to fix it that day. If they do find broken equipment, also remind them to tape the item with "BO". If they do have broken items, we should make arrangements with them as soon as possible to replace the broken item, as we do not want them to ask for a refund for the broken item.

If the discount is under 20% that they would like to be able to approve the quote and there are minimal sub-rentals, you are able to make the discount there and let them know you'll resend it shortly for their approval.

If the discount is over 20%, just make sure you have a firm number and go to the #discounts channel to get approval. Let them know you'll send back your best discount on that order.

If they tell us that they cannot approve the quote until a future date, like won't know until next Wednesday, make an event in our calendar to check in with them on that date.