PAT Live Management

Though we recommend PatLive as a call center that specializes in taking real estate related calls, it is important to understand that they are a 3rd party company/service and therefore must be managed properly by you just as any other employee/VA in your company would be.

Below are a few tips to help manage your Pat Live account more effectively.

Initial Email

Approximately 1 week after your account setup is complete and you are nearing the time for PATLive Reps to begin answering calls on your account, you must send the instructional management email to the email address: pat@patlive.com.

In email Subject Line put your [Account #, <<First & Last Names>>]

Specify the following in the body of the email:

Put In Opening Greeting” & “Side-Bar

  • Keep calls to 7 minutes or less.
  • OK to interrupt customer to obtain pertinent information.
  • If unable to understand customer’s English – It is OK to collect Name & Phone only.

Review Your Monthly Billings

To review your monthly bill by calling PAT Live customer service at 1 800-775-7790. Review your first month’s bills immediately following the first full month of service.

Note: Obtain your username/password from PAT Live customer service agent.

While on the phone with a PAT Live customer care agent do the following:

  • Log into your account, (username/password)
  • Access “Billing” section
  • View – “Mailbox Billing Detail” – see all calls and call minutes being charged

Lodging Formal Complaints Regarding Calls

To lodge a formal complaint contact PAT Live customer service at 1 800-775-7790

Note: We normally lodge formal complaints if we notice 7 or more calls on a billing exceeding 12 minutes in length.

Lodging a formal complaint should result in the following actions:

  • PAT Live supervisor will review any months bill and analyze calls sited; as well as, any other excessive calls based on your requirements
  • PAT Live supervisor should contact you within 24 – 48 hours and provide a detailed report of analysis findings.
  • If you highlight specific calls, supervisors are authorized to provide “PAT Live Promo Minute” credits to your account.
  • (Optional) Request that the PAT Live supervisor assign an LR2 Rep or Customer Service Representative to your account in the future.

How PAT Live Bills Calls

In order to fully understand your monthly PAT Live bill, you must first know how calls are billed.

  • 1 Minute or Less, (even a quick hang up) gets billed for 1 minute
  • Subsequent billing, occurs every 6 seconds, (i.e. 1.1 = 1 min 6 seconds, 1.2 = 1 min 12 seconds, 1.3 = 1 min 18 seconds, etc.)

PAT Live Contact

Phone: 888-899-0607 Email:  sales@patlive.com

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Phone System And Call Center

In order to build your land business in a scalable manner, we recommend that you set up your phone system with a company called Ring Central.

Ring Central will provide you with options such as custom extensions, directories, automated menus and more. They provide you also with both a local phone number, eFax number, and company toll-free number and sms/texting capabilities for your business.

Click here for more details. Or visit www.LPGphone.com

With Ring Central, you can easily set up a phone system that separates callers from your buying side and your selling side of the business. You can also set up additional extensions for marketing, pre-recorded messages, and even offer processing so that callers get routed to the right person or agent depending on their need.

Call Center

Even with your phone system may be setup through Ring Central you’ll want to consider outsourcing the actual call taking/ call processing to a Call Center and for that, we recommend Pat Live. Pat Live not only specializes in processing real estate calls for investors, but they also have experience taking land calls. Sign up through www.LandCalls.com to add a call center to your land business.

Additional Reference:
https://user-guide.investmentdominator.com/using-a-call-center-to-take-your-calls/

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Using A Call Center To Take Your Calls

The call center service that we recommend is PatLive. They are a company that specializes in taking real estate related calls and have affordable packages that include everything from your phone line and voicemail service to a 24/7 staff that will answer your calls.

Signup

You can signup with them here: www.LandCalls.com

Or, if you call in, mention that you are a Jack Bosch student that using the Investment Dominator CRM.

Continue reading “Using A Call Center To Take Your Calls”

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