How do I keep my event rental company’s phones answered while buyers visit?
Assign someone to answer calls for the whole visit, set the visit for a quieter part of the day and give the buyer a defined schedule. Keep the owner free of the phone during the tour and have a backup for urgent customer calls. Bookings are the product, so protect them.
Start by choosing the time. Look at when calls come in and book the visit away from the busiest stretch. Tell staff there is a visitor, but do not say why unless you have decided to. Many owners describe a buyer as a supplier or a consultant, but keep the story simple and honest where it matters. Your lawyer can advise on what must be disclosed to whom.
Next, split the roles. One person takes calls and quotes, another handles walk-ins and a third, preferably you, accompanies the buyer. If the team is small, use a call forwarding option to a person you trust, or set an outgoing message that offers a quick callback. Missed calls can mean lost events.
Plan the visit itself. A tour of the warehouse and office should take less time than people think. Prepare documents in advance so you are not searching for them while the phone rings. After the visit, review calls and bookings from that day and see if anything was missed. If a buyer wants to listen in, agree on how, so that clients’ details stay private. A short written script for staff answering phones, listing what to say and what not to say, keeps the message steady.
Key takeaways
- Schedule visits away from the busiest call times.
- Give each role its own person, with a backup for urgent customers.
- Prepare documents beforehand and review the day’s missed calls afterward.
Related reading
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Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
- 02Business Development Bank of CanadaGovernmentHow to minimize negotiations when selling your business
- 03Business Development Bank of CanadaGovernmentHow to Find the Right Buyer for Your Business
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