Difference between revisions of "Pickups Intake"

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The following are some key points of info and questions to ask of people  
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{{Migrated}}
making inquiries about pickups so that all info can get routed
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[https://docs.google.com/document/d/1aEOnXL1i_1nUS_S4OX04RkRajt3ZiQtRUUWr4e-JZmA/edit?usp=sharing Link]
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The following are some key points of info to gather from the people  
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making inquiries about pickups (also known as Offsite Donations), so that all info can get routed
 
through the proper channels and allow pickups to happen in a timely manner.   
 
through the proper channels and allow pickups to happen in a timely manner.   
  
==Info that pickups customers should know==
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* Organization Name
* Tell the caller that they need to email pickups@freegeek.org with their request, and they will receive a reply within a couple of days with potential dates and an estimate for fees. Their email should include:
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* Organization Address
** Organization Name
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* Contact Name
** Organization Address
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* Contact Phone Number and Email (and when is the best time to reach them)
** Contact Name
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* Amount and type of equipment to pick up
** Contact Phone Number and Email
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* Have they donated with us before?
** Amount and type of equipment to pick up
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* Did we charge them a fee in the past?
** If equipment is palletized, does the organization have a forklift or loading dock?  
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* Are there any unresolved invoices? Contact account@freegeek.org for more information
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* Any special instructions? For example:  If equipment is palletized, does the organization have a forklift or loading dock?
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=Examples of request types and what to do in case of each=
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'''*Phone Inquiries*'''
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* Tell the caller that they need to email pickups@freegeek.org with their request, and they will receive a reply within a couple of days with potential dates and an estimate for fees.  
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'''*Email Inquiries*'''
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* If the Request comes in via email please forward to either vrooom@freegeek.org or pickups@freegeek.org .
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'''*In-person Inquiries*'''
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* On rare occasion an individual will come into Free Geek requesting information on whether or not we will perform a pickup of personal items or they may be a representative of an organization.  You can handle this request in two ways.  First, take down all relevant information about the organization or individual and email a summary to pickups@freegeek.org or vrooom@freegeek.org. Second, you may give them the pickups@freegeek.org email address and let them know which information to include when sending in their request.
  
* Do not, under any circumstances, tell them whether or not we'll be able to pick up from them, quote prices, etc.  The picker-uppers will take care of all that once they receive their email.
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=Special Instructions=
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'''Quotes, Scheduling, Etc'''.
  
==Neighborhood Cleanup Events==
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* Do not, under any circumstances, tell them whether or not we'll be able to pick up from them, quote prices, give possible dates, or estimate a response time to their request, etc.  The staff member in charge of scheduling the Offsite Donations will take care of all that once they receive the donor's email.
*Have the contact person for the neighborhood cleanup event email pickups@freegeek.org with the following info:
 
** Organization Name
 
** Organization Address
 
** Contact Name
 
** Contact Phone Number and Email
 
** Date and location of the event
 
  
 
[[Category: Procedures]]
 
[[Category: Procedures]]
 
[[Category: Pickups]]
 
[[Category: Pickups]]
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[[Category: Front Desk]]

Latest revision as of 13:58, 15 August 2014

deletion

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Information remaining behind may no longer be relevant.

MIGRATOR:

When you have tagged this page as migrated,
please add a link to the new document on Google Drive.

(Link to new page immediately below.)


Link

The following are some key points of info to gather from the people making inquiries about pickups (also known as Offsite Donations), so that all info can get routed through the proper channels and allow pickups to happen in a timely manner.

  • Organization Name
  • Organization Address
  • Contact Name
  • Contact Phone Number and Email (and when is the best time to reach them)
  • Amount and type of equipment to pick up
  • Have they donated with us before?
  • Did we charge them a fee in the past?
  • Are there any unresolved invoices? Contact account@freegeek.org for more information
  • Any special instructions? For example: If equipment is palletized, does the organization have a forklift or loading dock?

Examples of request types and what to do in case of each

*Phone Inquiries*

  • Tell the caller that they need to email pickups@freegeek.org with their request, and they will receive a reply within a couple of days with potential dates and an estimate for fees.

*Email Inquiries*

  • If the Request comes in via email please forward to either vrooom@freegeek.org or pickups@freegeek.org .

*In-person Inquiries*

  • On rare occasion an individual will come into Free Geek requesting information on whether or not we will perform a pickup of personal items or they may be a representative of an organization. You can handle this request in two ways. First, take down all relevant information about the organization or individual and email a summary to pickups@freegeek.org or vrooom@freegeek.org. Second, you may give them the pickups@freegeek.org email address and let them know which information to include when sending in their request.

Special Instructions

Quotes, Scheduling, Etc.

  • Do not, under any circumstances, tell them whether or not we'll be able to pick up from them, quote prices, give possible dates, or estimate a response time to their request, etc. The staff member in charge of scheduling the Offsite Donations will take care of all that once they receive the donor's email.