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The Follow Up Firm

Dispatch & reservations training

Dispatcher & Reservationist Training

Hands-on training for limousine and chauffeured transportation teams, built on 20+ years of transportation and reservation experience. Practice booking accuracy, dispatch coordination and clear handoffs—virtually or at your location.

Anonymized work sample

Dispatch SOP: shift-start review and handoff

A short adaptation of Emily’s SOP work: shift-start checks, reservation review and clear handoff notes. Client details and internal policies are excluded.

What we cover

The daily work, taught by someone who does it.

Reservations

Intake, confirmations, changes, cancellations, special instructions and clean booking records.

Dispatch

Board monitoring, driver and vendor coordination, and handoffs nobody has to guess at.

Exceptions

What counts as urgent, who owns it and how to escalate without losing the trip.

Affiliates

Farm-out and affiliate coordination, with confirmations that close the loop.

Training packages

Choose the depth your team needs.

Live virtual

Virtual Half-Day

$1,200

Up to 6 staff · one-time

A focused four-hour session for new hires or a team refresher.

  • Four hours of live virtual training, with short breaks
  • Reservation intake, confirmations and changes
  • Dispatch board basics and daily handoffs
  • Exception escalation and when to call it
  • Q&A on your team’s real scenarios

Virtual or on-site

Full-Day Team Training

$2,500

Up to 10 staff · one-time

A full working day covering reservations and dispatch end to end.

  • Eight hours including lunch and short breaks, virtual or at your location
  • Everything in the half-day session
  • Affiliate and farm-out coordination
  • Driver and vendor communication
  • Team workbook with checklists to keep

On-site

Two-Day On-Site Intensive

$4,800

Up to 10 staff · one-time

Two days with your team, built around how your operation actually runs.

  • Two training days at your location
  • Everything in the full-day training
  • Review of your current workflow
  • Three custom SOPs written for your team
  • 30-day follow-up call

On-site travel: For on-site training, the cost of flights, hotel and related travel is billed separately at actual cost, on top of the package price. Travel is estimated and agreed with you before anything is booked.

Training dates depend on availability and are confirmed with you directly. Larger teams and custom agendas are quoted individually. Final scope and terms are confirmed in writing.

Evaluate each package

Who it’s for, how the time is used, what you keep.

Virtual Half-Day — $1,200

Who this is for: New reservationists and dispatchers in their first months, or an established team that needs a shared refresher on the fundamentals.

Sample agenda

  1. Hour 1Reservation intake done right: what to capture, what to confirm and what to never assume
  2. Hour 2Confirmations, changes and cancellations without losing the details
  3. Hour 3Dispatch board basics: reading the day, driver status and handoffs
  4. Hour 4Exceptions and escalation—plus Q&A on your team’s real scenarios

What we ask you to prepare

  • A list of the systems your team uses for bookings and dispatch
  • Two or three real scenarios (anonymized) your team has found difficult
  • Each attendee’s role and how long they have been in it

What your team will practice

  • Take a complete reservation with every required detail
  • Confirm, change or cancel a booking cleanly
  • Read a dispatch board and spot what needs attention
  • Recognize an exception and escalate it to the right person

What you keep afterward

  • A reservation intake checklist for each attendee
  • An escalation quick-reference card
  • A session summary with recommended next steps

Full-Day Team Training — $2,500

Who this is for: Teams that handle both reservations and dispatch—especially where the two sides hand work to each other every day.

Sample agenda

  1. Morning block 1Reservation intake, confirmations and changes—end to end
  2. Morning block 2Dispatch board management, driver and vendor coordination
  3. Afternoon block 1Affiliate and farm-out coordination, with confirmations that close the loop
  4. Afternoon block 2Exceptions, escalation and end-of-day handoffs—plus open Q&A

What we ask you to prepare

  • A list of the systems your team uses for bookings and dispatch
  • Two or three real scenarios (anonymized) your team has found difficult
  • Your current handoff routine, if one exists

What your team will practice

  • Everything in the half-day objectives
  • Coordinate an affiliate or farm-out trip with a confirmed handoff
  • Communicate with drivers and vendors so nothing is assumed
  • Write an end-of-day handoff the next shift can act on

What you keep afterward

  • A team workbook with checklists to keep
  • Escalation quick-reference cards
  • A session summary with recommended next steps

Two-Day On-Site Intensive — $4,800

Who this is for: Operations that want training built around their actual workflow—and written procedures to keep when the training ends.

Sample agenda

  1. Day 1 morningWorkflow review: how your reservations and dispatch actually run today
  2. Day 1 afternoonThe full-day training curriculum, tailored to what the review found
  3. Day 2 morningLive-scenario practice with your team’s real (anonymized) situations
  4. Day 2 afternoonSOP working session and your 30-day follow-up plan

What we ask you to prepare

  • Your current workflows and example bookings (anonymized)
  • Your escalation contacts and how exceptions are handled today
  • The systems your team uses, so examples can be shaped around them

What your team will practice

  • Everything in the full-day objectives
  • Follow a written SOP built for your operation
  • Run the daily handoff using your new documentation

What you keep afterward

  • Three custom SOPs written for your team, with owners and escalation paths
  • The team workbook with checklists
  • A 30-day follow-up call to review how the new routines are holding up

Software scope: Sessions teach the work itself in a demonstration environment with example data—not inside your live system. Examples are shaped around the kind of platform you use, and your team applies the steps in your own tools.

Coaching & new-hire development

Support the team you already have. Prepare the people joining it.

Live virtual

Monthly Team Coaching

$750 /month

One company · up to 6 staff

For an established dispatch and reservations team that wants more consistent decisions, communication and handoffs.

  • One 90-minute live virtual team session each month
  • Review of up to five anonymized bookings, dispatch situations or handoffs
  • Practice for difficult calls, booking changes, affiliate confirmations and escalation
  • One 30-minute manager check-in each month
  • A short written action plan with priorities to practice before the next session

New ongoing engagements have a separate one-time $250 onboarding fee, invoiced before work begins. Existing clients are not charged onboarding twice. Setup covers the kickoff, agreed access boundaries, existing workflow documentation and review/checklist setup.

How it works

  1. Before the sessionYour manager submits the month’s concerns and up to five anonymized examples. Emily reviews them and prepares practice scenarios.
  2. Team sessionWork through selected situations, practice decisions and agree on the next improvements.
  3. Manager check-inReview progress and priorities with your manager, supported by a short written action plan.

What your company prepares

  • The manager’s priorities for the month
  • Up to five anonymized examples submitted before the session
  • Your existing procedures and escalation rules

Outside this package

  • Unlimited calls or messages
  • Daily staff supervision or live dispatch coverage
  • Writing a new SOP manual

Live virtual

New-Hire Training Plan

$2,250 one-time

One company · up to 3 staff learning the same role · 4 weeks

A structured first month for up to three employees learning the same reservationist or dispatcher role at one company.

  • A 30-minute manager kickoff to confirm the role, skills and procedures
  • A role-specific onboarding checklist and four-week training schedule
  • Four weekly 60-minute live virtual training sessions
  • Practice assignments and competency checkpoints between sessions
  • A final assessment summary and handoff recommendations for the manager

One-time training fee for the four-week program. No onboarding fee. Your supervisor handles daily shadowing and reviews actual work; Emily provides scheduled training, practice checkpoints and assessment.

How it works

  1. Week 1Foundations: required booking details, company standards and communication expectations.
  2. Week 2Routine work: confirmations, changes, cancellations or dispatch-board routines, depending on the role.
  3. Week 3Exceptions: difficult situations, driver/vendor communication, escalation and handoffs.
  4. Week 4Assessment: practice scenarios, remaining gaps and the manager’s next steps.

What your company prepares

  • One shared role for up to three new employees
  • Your existing procedures and required skills
  • A company supervisor for daily shadowing and review of actual work

Outside this package

  • Full-time supervision or daily shadowing by Emily
  • Major workflow redesign or custom SOP writing
  • Live dispatch or reservation coverage

Both programs are virtual. For in-person delivery, choose the $2,500 Full-Day Team Training or $4,800 Two-Day On-Site Intensive; additional coaching or assessments are quoted separately. Flights, hotel and related travel are billed at actual cost, estimated and agreed before booking. Final scope, availability and terms require a written agreement.

Training FAQ

The practical questions.

Are sessions recorded?

Virtual sessions can be recorded at your request and shared with your team. Recordings are yours to keep.

What if we need to reschedule?

Rescheduling is fine with reasonable notice. The exact policy is confirmed in your written agreement.

Can we add extra attendees?

Packages include up to 6 attendees (half-day) or 10 (full-day and intensive). Larger groups are quoted individually.

Do you train on our dispatch software?

Sessions teach the work itself in a demonstration environment with example data—not inside your live system. Examples are shaped around the kind of platform you use, and your team applies the steps in your own tools.

Is the full day a straight eight hours?

No. The full day includes a lunch break and short breaks; the half-day is four hours with short breaks.

What happens after the training?

You keep the workbooks, checklists and—on the intensive—your three custom SOPs. The intensive also includes a 30-day follow-up call, and monthly team coaching is available as a separate engagement.

Training and daily operations

Put the training in context.

Review the skills behind a complete booking and an accountable handoff. If your team also needs operational coverage, explore the separately scoped support services.

Let’s move your business forward

Less on your plate. More in motion.

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