Mastering ServiceTitan cover image

Mastering ServiceTitan

Boost Your Call Booking Rate with These TitanAdvisor Wins

Mar 27, 2025
Brittany Burgess, a Senior Customer Advocacy Specialist at ServiceTitan, shares vital tips for boosting call booking rates. She discusses the importance of leveraging the green call bubble feature for efficient job booking. Listeners learn to follow up on unbooked leads and the power of second chance leads in improving conversion rates. Brittany also emphasizes training strategies for CSRs and how to incentivize success through bonus structures, making it a must-listen for anyone looking to elevate their call center operations.
32:49

Podcast summary created with Snipd AI

Quick takeaways

  • Utilizing the green call bubble is essential for CSRs to accurately log interactions and improve call booking rates.
  • Implementing effective follow-up strategies on unbooked leads can significantly enhance customer relations and capture potential revenue opportunities.

Deep dives

The Importance of Call Bubbles

The call bubble feature is vital for customer service representatives (CSRs) as it enables them to track the outcomes of their calls effectively. By clicking on the green call bubble when receiving a call, CSRs can log information about the interaction and indicate whether a job was booked or not. This practice is essential for accurately assessing the call booking rate, as failing to use the call bubble can lead to misleading statistics and necessitate tedious manual cleanup. Additionally, it helps tie incoming calls to marketing campaigns, providing insights into which strategies are effective.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner