“ Savvy Setup ” How to set up a CVM mailbox

1. “Savvy Setup”How to set up a CVM mailbox

2. The slides go by super fast. Promise. .

3. After this lesson, you’ll: • Set up new voice mails like a pro • Leap tall buildings in a single bound

4. Okay, maybe not that last one…

5. But… You willchangesomeone’s life.

6. Ready?

7. This is Melodie. She recently escaped domestic violence. I need a lot of help.

8. She needs a safe way to keep in touch with her lawyer…

9. as well as a number to put on her housing application.

10. You want to get hera CVM number, and show her how easythey are to use.

11. However, Melodie isa tad ornery.

12. If the set-up takes too long, she’ll get bored and leave.

13. Your task is to set up her CVM number before she bails.

14. Feel free to try both answers during the module. You can always click the back arrow and try again.

15. By the way, all these instructions are also in your Agency Quick Guide. So don’t worry about memorizing.

16. All set?

17. There are three steps: 1. Choose a number 2.Reset it 3.Help the client personalize it

18. The first step is choosing a number. Let’s get one from the Client Log Book. You DO have one of these, right? They’re important ;)

19. This one looks like it hasn’t been used in a while.

20. Don’t forget to fill in Melodie’s info.

21. Great work! Now what do you do next? Click one: a) Reset the number? b) Double check the monthly report?

22. You reset the number, and then…

23. Oh no! I forgot to write in the person I set up last month. I already gave someone that number. ←your coworker

24. That means…

25. You gave Melodie someone else’s CVM number! Really?

26. …and all of that person’s messages got erased! My messages!? Try Again

27. Phew! Good thing you checked the monthly report. That number is actually being used by someone else.

28. You look through the report, and find one that isn’t in use…

29. …and give Melodie that CVM number. Easy.

30. Now we go to Step 2, resettingthe number.

31. This is a perfect time to give Melodie a wallet card… and have her start thinking of a password.

32. But why give her the wallet card now? We do that right before they set their password.

33. Plus, clients follow along when we reset. (We use speaker phone, so the clients feel more involved.)

34. I thought you might ask that.

35. Speakerphone is a great way to get clients involved. But, if you leave choosing a password until the end…

36. Sometimes clients draw a blank.

37. Or they feel rushed, because they have to think of a password on the spot, while you’re waiting for them.

38. Then they might choose one that’s too easy (like 1234.) Or pick a random number they won’t remember.

39. But if you ask them to start thinking of one while you’re busy resetting the number…

40. and they have a few minutes of quiet to think...

41. …they’re more likely to pick a good password that they’ll remember.

42. It’s part of educational psychology

43. But back to Melodie! That’s my name.

44. So you’ve asked her to think of a password, and had her write it on her wallet card.

45. Now let’s go over how to reset the mailbox.

46. Remember, your phone is not on speaker yet.

47. What are you thinking? Click one: a)“Actually, we planned ahead and reset the mailbox after we exited the last client.” b) “Okay, let’s reset this puppy!”

48. Yikes! You forgot about broadcast messages.

49. Melodie had to delete 15 messages the firsttime she checked hervoice mail. What the…? Try Again

50. Good thing you reset the mailbox! There were aton of broadcast messages leftsince the last time itwas reset.