Overview

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Yembo Sales Training

17

Training

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1 year ago

This overview focuses on the surveying aspects of Yembo, covering virtual and on-site surveys. It includes team introductions, a Yembo overview, Smart Consult demonstrations, survey best practices, resources, and next steps.

Yembo Team:

  • Customer Success Team: Marla, Emily, and a U.S.-based presenter covering multiple time zones.

  • Support Team: Available via chat or email; staffed by real Yembo personnel (no outsourcing).

Yembo Survey Types:

  1. Smart Consult (Virtual, Live):

    • One-on-one, guided live session, similar to Zoom/Teams.

    • Video and photos automatically recorded.

    • Average duration: ~21 minutes.

  2. Self Survey (Virtual, On-Demand):

    • Customer completes anytime.

    • Video is converted into photos for inventory.

  3. On-Site App-Based Survey:

    • Tablet-based in-home use.

    • AI-assisted item identification.

    • No video capture yet (planned feature).

Shared Features Across Surveys:

  • AI analysis of items.

  • Photos and videos saved for review.

  • Generate shareable visual inventory with branding.

  • Two-click sync with AtlasNet (two-way).

Benefits Highlighted:

  • Time-saving: Perform up to 3x more surveys than traditional on-site methods.

  • Accuracy: Comparable to on-site; reduces claims and errors.

  • Cost Savings: Example: $220,000 saved in a year due to fewer estimation errors.

  • Customer Satisfaction: 33% increase in satisfaction reported in pre/post study.

  • Transparency: Photos, notes, and inventory foster trust with customers.

Smart Consult Demonstration Highlights:

  • Browser-based; customers receive a unique link via text.

  • Tech check ensures device and network readiness.

  • Navigate rooms, snap photos, add notes, mark items as moving/not moving.

  • Keyboard shortcuts and right-click menu simplify workflow.

  • Duplicate items or add custom/miscellaneous items with weight/volume.

  • Recalculate button estimates packing automatically based on identified items.

  • Split shipments supported for multiple destinations.

  • Visual inventory generation supports customer review in multiple languages, including French Canadian.

Q&A Notes:

  • Rescheduling: Automatically sends updated link to customer.

  • Full basement/high volume: Miscellaneous weight can be added if items are indistinguishable.

  • Photos: Required for Smart Consult; Self Survey converts video into photos.

  • Cabinets: Preferable to open for packing accuracy; Yembo can approximate automatically.

  • Adding Items Permanently: Admins can update inventory list.

  • International/Complex Moves: Can add multiple stops and shipments easily.

Tips & Best Practices:

  • Use test contacts for practice (system ignores billing).

  • Right-click menu is essential for options.

  • Recalculate packing only after all items are identified.

  • Generate visual inventory before syncing to AtlasNet.

  • Use shortcuts and right-click to speed workflow and reduce errors.

Training

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