What this SOP includes
✔ Clear call opening & greeting script
✔ Product coverage (rigs, compressors, airends, engines, accessories)
✔ Customer qualification flow (Owner / Driller / Agent / Trader)
✔ Requirement discovery steps
✔ CRM pipeline stage usage (WPSCRM / Perfex-ready)
✔ Call notes & follow-up rules
✔ Do’s & Don’ts for agents
This PDF is training-ready and can be:
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Shared with new call center agents
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Uploaded into WPSCRM documents
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Used as an audit & quality checklist
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Printed as a desk SOP
Next upgrades I can do 🚀
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Add company logo + branding
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Create separate SOP for Export Calls
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Add Hindi / regional language version
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Build Agent KPI & Call Quality Scorecard
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Convert this into a fillable SOP + checklist PDF