CSR 101

Lessons

Module 1 – Introduction

Timecard Correction Form For Training (Note: Print this form and fill it out with the time it takes you to complete training. Submit to Jannette when done with all modules.) Confidentiality Agreement & Recording Release (Please print, sign, and return to FrontDesk@callaim.org when done with training.) To See What AIM’s Been Up To: https://vimeo.com/144703753 Please click the … Continued

Module 2 – Expectations

If any of the quiz questions are unclear, just send the question you’re struggling with in an email to frontdesk@callaim.org, and we’ll be happy to help. Thanks!

Module 3 – Using the Software: GEM

If any of the quiz questions are unclear, just send the question you’re struggling with in an email to frontdesk@callaim.org, and we’ll be happy to help. Thanks!

Module 4 – Quality Control

If any of the quiz questions are unclear, just send the question you’re struggling with in an email to frontdesk@callaim.org, and we’ll be happy to help. Thanks!

Module 5 – Quality Control Part 2

QC in a Nutshell (Note: You need to be at AIM to complete this module.) If any of the quiz questions are unclear, just send the question you’re struggling with in an email to frontdesk@callaim.org, and we’ll be happy to help. Thanks!

Module 7 – Customer Service DVD

See the Front Desk to watch the Customer Service DVD. Thanks! If any of the quiz questions are unclear, just send the question you’re struggling with in an email to frontdesk@callaim.org, and we’ll be happy to help. Thanks!

Module 8 – OCR

Official OCR Pages Tour Videos  *NOTE: Please watch these videos before reading through the OCR at the link below. The videos will help you understand more about how OCR works, and how to use it in the best way possible.* AIM OCR If any of the quiz questions are unclear, just send the question you’re struggling … Continued

Module 9 – Employee Handbook

AIM Employee Handbook Employee Handbook Agreement (Please print, sign, and return to FrontDesk@callaim.org.) If any of the quiz questions are unclear, just send the question you’re struggling with in an email to frontdesk@callaim.org, and we’ll be happy to help. Thanks!  

Module 10 – Planned Giving/Trusts

Planned Giving Video Tutorial Article on Planned Giving If any of the quiz questions are unclear, just send the question you’re struggling with in an email to frontdesk@callaim.org, and we’ll be happy to help. Thanks!