Managing Incoming Calls

## Purpose

Answer incoming calls on Shaniqua’s Scale Pilot line (225-681-8969) promptly and consistently while the account stays active.

## Responsibilities

Call team/VA answers; Team Lead ensures coverage; Account Manager verifies Scale Pilot remains open.

## Keep Account Active

Keep Scale Pilot open and logged in; confirm routing for 225-681-8969.

## Monitoring

Keep the dashboard or softphone open during working hours; check audio, device, and internet before the shift.

## Answering

Answer within 3 rings when possible. Greeting: “Thank you for calling Early Steps, this is [Your Name], how may I assist you?”

## Handling

Follow scripts for enrollment, waitlist, billing, tours, and messages to Shaniqua. Document immediately in the tracking system.

## Missed Calls

Return within 10 minutes when possible; leave a professional voicemail if unanswered.

## Reporting & Escalation

Send a daily summary (received, missed, follow-ups) to Shaniqua and the ops thread. Escalate urgent/sensitive calls to Shaniqua; escalate Scale Pilot tech issues to the account manager or IT.


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