NOM: Schedule a Nerd Visit™

Nerd Operating Manual: Scheduling a Nerd Visit™

Objective

This manual provides the essential steps for remote help nerds to schedule a Nerd Visit™, ensuring a seamless and efficient process for both members and on-site nerds. Utilizing tools such as Google Calendar, Google Contacts, Google Email, GoToConnect software, HubSpot, and LastPass, remote help nerds will coordinate all aspects of the visit, from initial contact to on-site troubleshooting.

Tools and Access Requirements

• Google Workspace (Calendar, Contacts, Email) via help@neighborhoodnerds.com.
• GoToConnect software for call handling.
• HubSpot for additional contact information and member management.
• LastPass for secure access to member credentials when necessary.

Step-by-Step Process

1. Initial Call and Determination

When a call comes in, use GoToConnect to engage with the member. Determine if a Nerd Visit™ is necessary through initial diagnostics and troubleshooting.

2. Collect Member Information

If not already in Google Contacts, collect the member’s email, cell phone number, and street address.

3. Schedule the Visit

1. Create a Calendar Entry:
   • Use Google Calendar to create an event for the Nerd Visit™.
   • Title: NV – [Member’s Name]
   • Location: Member’s location (home, office, etc.).
   • Description: Include member’s request details and a brief Gizmo guide plan for the onsite nerd, based on your diagnostics.
   • Timing: Set according to the member’s availability and expectations.
2. Invite Participants:
   • Add the member and the assigned nerd as guests using their emails.
   • The inviting account should be help@neighborhoodnerds.com.

4. Pre-Visit Preparation

Conduct thorough research and diagnostics based on the member’s issue. Include recommended actions and any necessary background information in the calendar event description for the onsite nerd.

5. Documentation and Communication

Record all notes, activities, and diagnostics to the calendar event. This documentation is crucial for billing, member communications, and work tracking.

6. If Information is Missing

Utilize HubSpot with help@neighborhoodnerds.com to fill any gaps in member information. Access LastPass for any necessary member credentials.

Additional Compensation

Remote help nerds are compensated additionally for the preparation and scheduling of Nerd Visits™ for others, acknowledging the importance of their role in ensuring a successful and informed onsite service.

Conclusion

This manual outlines the critical steps for remote help nerds to effectively schedule and prepare for a Nerd Visit™. Adhering to these guidelines will ensure a smooth, efficient service that meets the expectations of both members and nerds, leveraging the full suite of tools available to our team.