Tag: Client onboarding forms for IT Business Owners

Onboarding Forms for Computer Technicians

| December 25, 2019 | 0 Comments

Onboarding Forms for Computer Technicians

 

Hi Technicians! In the past year I have needed to create new onboarding forms. Too many technical hiccups were popping up on my client’s computers for me to just start working on an Outlook issue as I used to do in the past. Now I need to know more; are they logged into Windows with a Microsoft account, what version of Office? Home or business? What bit version? How large were the OST files? What types of accounts was I dealing with?  I cover all of this in my video below. I explain why I check for each and what problems can happen. Check it out and I hope it helps you with your business.

Please check out my Tech Ticket sale I have running until Dec 31, 2019! Get a last minute business write off and have me around to help you and your business when you come across your next Outlook challenging ticket!

Sale until Dec 31, 2019! $249 for a 2 hour tech ticket

Email me Lisa@callthatgirl.biz and I’ll send an invoice 

How you can use the ticket

  • Your team can email me quick questions/these are free if they literally are quick
  • If not, I can remote in between my other appointments to offer some guidance on how I would fix it.
  • You can schedule an appointment for me to remote in and offer guidance on how repair or I can actually do the repair myself
  • Help you learn with personal training, see the next section “Upskilling”
  • All 2 hour tickets can be used in 15 min increments of time. Most of the techs who currently have a ticket with me use it in small increments of time. They want to learn and then do it themselves. Some repairs can be tedious but I’m great at giving an outline of the repairs needed!

UpSkilling – Hire me to help you learn all of this and more

  • Office 365 sales for home/res. Not sure of the difference? I will cover all the Office 365 buying options for you clients and best practice.
  • How to purchase -Through a vendor such as Pax8 or another company
  • Basic Office 365 admin/setup accounts/domains
  • Do you know how to do migrations? If not, I can help you learn. If I help with your first migration, this might take more time.
  • SharePoint setup– Basic setup, data transfer/Windows sync/Mobile use and sharing
  • OneDrive setup –Basic setup, data transfer/Windows sync/Mobile use
  • I’ll give you my prepay ticket video so you can learn how I sell them to Office 365 clients.
  • Probably other things as I think of it when we work together.

Other ways I can help

  • Refer me! Got an Outlook issue out of control or outside of your wheelhouse? I pay 10% commission on all referrals, immediately paid via paypal after the job is done. Most of my clients buy a 3 hour ticket, $499….so that’s $50 in your pocket for telling the client “This is an Outlook expert request” and then you’re free of the issue. There is nothing wrong with telling a client that Outlook is a specialty software, like Quickbooks.

Other things I sell or give away

Tip! If you want more than one item, hit “add to cart” and you will see “continue shopping” on the next page

**NEW ** Call That Girl’s 2019 Video “How I Sell and Support Prepay Tickets” $24 ADD TO CART

Purchase includes

  • 1 hour -downloadable video, watch anytime, anywhere!
  • Audio download
  • Word document outline of all my notes
  • Time stamped so you can read then watch each section

As a computer business owner, I got tired of dealing with payment issues and…

  • Chasing invoices and some clients never paying
  • People wanting “quick questions” for free
  • Clients shocked I was going to charge them
  • Writing up a ticket and invoice for a 15 min call
  • Consultations that should have been billable

Are you tired of dealing with the same issues I had?

  • I’ll explain my prepaid system I’ve developed since 2009
  • Why wait 30, 60 or 90 days for a 1-hour invoice, this is an outdated way to get paid. You are servicing now and need payment now
  • How to setup one invoice and track all the calls in one request with your PSA or ticket system
  • I’ll show you how easy it is to use automated forms, scheduling and payments
  • Pick up my top sales tactics for aftercare and on-going support. I’ll teach you my favorites for landing that 4-hour ticket before and after the job
  • Stay busy during the slow times! These jobs also help keep your tech game on, these short calls keep you in the know of what’s trending with issues
  • I’ll explain how I get clients who have constant “quick questions” to buy time from me. Same goes for those that think “This should be simple for you to fix”

Call That Girls’ Guide to SEO for WordPress $15 ADD TO CART

For do it yourselfer’s…this eBook is a great addition to your learning for SEO blogging!For do it yourselfers…this eBook is a great addition to your learning for SEO blogging!
If you are struggling with SEO and landing more clients that come from the internet and Google, Lisa offers an easy to follow guide on getting your business in higher ranking using easy to learn steps with WordPress. This may be the easiest guide to read, follow and use. Lisa still uses these methods every day with her business and it’s a must have if you are following the learn seo and marketing blog series

  • 12 page PDF, workbook style
  • Learn 10 steps to do yourself with easy to follow guided steps with screenshots
  • Proven tactics you can use over and over again
  • The perfect workbook to do in your free time
  • Learn how to track your results
  • Examples of day to day blog posts to continue with after you have done the first 10 blog posts

Office 365 Security PowerPoint Template + Admin PDF $5  ADD TO CART

Customized to your liking

  • Remove my branding/name
  • Change the templates, colors, fonts etc.
  • You can add on information, remove or do whatever you wish with it.
  • You can add your own voice to it and make it a video
  • Save it as a PDF to share online, in your newsletters, blogs, social media, etc

The Remote Support Guide $5  ADD TO CART

If you are finding very easy fixes are costing you time and money, offering remote support to your clients is the answer. Software does not usually require a store drop-off or a home visit.  Learn all of Lisa’s tips on how to offer faster and more efficient repairs.

  • 2nd and 3rd edition, over 150 pages of information to help you learn more about remote support.
  • A step by step guide to setting up your business to have a successful remote support business
  • Tips and information on how to service your clients remotely
  • How to increase your daily sales with new services, prepay tickets and daily monitoring plans
  • Includes templates for email booking appointments, client & project agreement forms, terms and conditions, small business proposal, pricing guidelines and scheduling appointment forms.

The Manual of Operations $1 ADD TO CART

Growing companies don’t have the time to create policy and procedures documents. This manual of operations is considered a “template” for you to edit and revise for your own company. Lisa used this for her company many years back. It is a bit outdated, but still a valuable template that covers just about everything you will need.

  • This is an old document but many still like using it for a template
  • 40 page Word document
  • Delivered as a Microsoft Word Template, easy for “cut and pasting” your business name into the document
  • Standard operating procedures
  • Employee conditions for employment
  • Job descriptions
  • Human Resources policies
  • Much more…

The Guide to Microsoft Exchange Migrations $5 ADD TO CART

Many break/fix techs are looking to learn how to do more Microsoft Exchange Migrations as requests are coming in more and more for Office 365 help. Exchange is the #1 product in the Office 365 Product line, if you don’t know it, you can’t support it!

  • 22 page PDF
  • Step by step instructions on how to do a migration without tools with screenshots
  • Learning how to back up current mailboxes, calendars and contacts
  • Learn how to update the DNS for migration
  • Importing mail/calendars and contacts into new server
  • Aftercare lists
  • How to sell administrative support tickets

The Social Media Guide $1 ADD TO CART

This guide was Lisa’s very first eBook published in 2010. While social media has changed much since then, many of the practices discussed are still valuable and still will help you.

  • 29 page workbook style (outdated but have valuable info!)
  • Great tips and tricks that I learned the hard way
  • Easy to understand steps on how to push out social media messages
  • Newsletters, blogging and WordPress information
  • Toolkit information you will need and other things you will need to use social media
  • A social media to do list
  • How to do a social media blast

How to Start a Computer Repair Business $5 ADD TO CART

This guide was created by Lisa when she was being asked by many new techs how she got started with her business. Not only are there many things you should know and learn for the operations side, but many tips on advertising and marketing, resources, etc.

  • 48 page PDF
  • Conversational Style Guide
  • Tips on Starting a Computer Repair Business
  • Deciding on What Type of Computer Repair Business you want to Start
  • What You Need To Start Your Computer Repair Business
  • Business and Legal Information for Computer Repair Businesses
  • Products and Services Your Computer Repair Business Can Sell
  • Tools You Need to Start Your Computer Repair Business
  • Guide to Pricing Your Computer Repair Business Services
  • Resources for Computer Repair and Support Businesses
  • Tips on Growing your Computer Repair Business
  • How to Start a Remote Support Business
  • Do You Need Certifications to Start a Computer Repair Business?
  • Free Marketing Advice for Computer Repair Businesses

VIDEOS

Outlook and Office 365 YouTube Learning