Q&A From DS Berenson (HIPSummit)

Q1. Is stating “the call is recorded” necessary?

Whether or not you have to disclose orally that the call is being recorded depends to some degree on the state(s) in which you’re operating. Often times the call recording beep which may be implemented by your phone service provider will suffice as a disclosure. However, we always feel that from an operational standpoint it’s better to disclose that the calls are actually being recorded. Consumers tend to prefer being notified of that at the start of the call.

Q2. How do I collect bad debt?

We recommend that clients have a series of template letters we create that are then ready to go out at timed intervals once it becomes evident that the past due is not being collected. So, for example, if we’re unable to collect the balance due at time of install, within a certain number of days thereafter the first letter goes out.  Ten days after that the second letter goes out, and so on and so forth – each letter gradually increasing in tone and threat. We also, depending on the state(s) in question, need to understand how our mechanic lien rights will operate in the event we want to add that threat into the letter or file the actual lien.

Q3. How do I get my call center to comply with TCPA when I buy 3rd party leads from vendors?

There are only really two ways to protect yourself in regard to the purchase of third-party leads. The first is if the lead vendor agreement is going to indemnify you in the event they’re giving you leads that aren’t going to be compliant with telemarketing laws. That is hard to negotiate – most vendors selling leads want nothing to do with that, because they know the leads are defective. The second option is to simply make sure that the leads are being originated with proper disclosure authorizations in them. That requires you to understand how the vendor is generating the leads and for you to examine their methodologies.

Q4. How will 1099 sales reps be effected?

In regard to independent contractor installers, at this juncture we’re not seeing any actual changes in laws or regulations, as the Biden administration has its hands full with many other matters.  However, we are seeing increased attacks from IRS and DOL and some state agencies, so be aware of that.

Q5. What is your per doc rate to review contracts and marketing procedures for any issues?

We don’t provide a per-document review rate. We work on an hourly basis, and are happy to provide our terms and conditions if a client is interested.

Dave Yoho Associates are the leaders in business consulting and sales training for the industry. We utilized their services to grow from a small business to averaging over $10 million 

Wendy Patterson, Co-Owner
Patterson Homes & Construction

We are grateful to have Dave Yoho Associates work with our entire team. I firmly believe the improved performance of our event marketing team is directly tied to your coaching 

Scott Barr, Steward
Southwest Exteriors

The advice we received from Dave Yoho Associates enabled us to increase our volume with 19% less leads in the first year alone!

Joe Francis, President
Shiner Roofing, Siding and Windows

I want to thank the entire team at Dave Yoho Associates for meeting with our Canvassing Managers last week. The knowledge we learned in only one day was invaluable.

Jason Hollister, Proximity Marketing Manager
RbA Southard Corporation

It was an honor for us to have Dave Yoho Associates hold a sales meeting for our team. Everyone was enthralled by the powerful content that we are already implementing 

Rick Otto, VP of Sales
Coach House Garages

Our remodeling business had annual sales of under $9 million when we became contract clients of Dave Yoho Associates. Due to their training and systems, our revenue soared – – 

Vince Nardo, President
Reborn Cabinets

I would like to thank Dave Yoho Associates for their consulting services. For me, the meaning of ‘value’ is getting more than what you paid for, and their services truly 

Aaron Heth, Director of Sales

Dave Yoho Associates’ consultants are the sharpest in the industry, and are incredible communicators, very engaging, and always inspiring. Their industry insight is unmatched, as is their creativity.

Todd Miller, President
Isaiah Industries

Dave Yoho Associates provided guidance, advice, best practices, and support to our entire staff. Our company has improved across every level after working with them.

Cris Keeter, Owner
All-States Exteriors

Immediately after your training, I ran my first solo appointment and got the order for $16,088! I beat out a reputable local remodeling company whose bid was $4000 less and 

Sara Zarndt-Brickey, Operations
Re-Bath of Illinois


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