Neighborhood Ambassador Certification
Complete after reviewing the OHS Playbook
Full Name
Date
1. What is your primary responsibility as a Neighborhood Ambassador?
Build trust and schedule qualified appointments
Sell services
Collect payments
Perform inspections
2. What is the mission of OHS?
Serve homeowners, build trust, and create customers for life
Be the cheapest
Sell the most services
Beat competitors
3. Every interaction must be entered into:
Knockio
Excel
Notes
Google Calendar
4. If it isn't entered into Knockio...
It didn't happen
Enter it later
Technician enters it
Only matters if it becomes a sale
5. True / False: The Neighborhood Ambassador sells the appointment. The technician sells the service.
True
False
6. True / False: Every homeowner deserves respect.
True
False
7. What should you do immediately after booking an appointment?
8. If you don't know the answer to a homeowner's question, what should you do?
OHS Commitment
I have read and understand the OHS Playbook.
I agree to represent Optimized Home Services professionally.
Printed Name
Electronic Signature (Type Full Name)
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