Role-Based Execution
Lesson 1 of 6 7 min 60 XP

How Passport Teams Work Together

Learning objective

Understand that every customer experience is shared across multiple roles.

Why this matters

No single role delivers the Passport experience on its own.

The customer never sees the handoffs — they only feel whether it was smooth.

Knowing who does what is what lets you help quickly instead of guessing.

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One experience, many hands

The idea

The customer never sees the handoffs — only whether they were smooth

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The team behind one Passport

Explore

Team Ecosystem Map

Select each role to see what it owns, how the customer feels it, who it works with, and what people commonly get wrong.

Explore the team1 / 8 explored
One experience
The homeowner's Passport experience
Customer-facing
Internal support
Escalation
Membership Representative
Responsibilities
  • Explain Membership and Passport in plain language
  • Enrol homeowners and set honest expectations
  • Answer questions about what the program includes
Customer impact

The homeowner understands what they joined before they pay for it.

Works with
Membership ConciergeBilling & FinanceHome Account Manager
Common misunderstanding

That the rep can approve exceptions. They set expectations; they do not grant them.

In the real world

Same company, one voice

In the real world
C
“I spoke to someone last week about my water heater — is that the same team I'm talking to now?”
“Different role, same Passport. I can see the visit and what the technician recorded, so you don't need to explain it again.”
E
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Check your understanding

0 / 3 answered
Question 1 · Multiple choice

What does the customer actually experience when teams work well together?

Question 2 · True / False

Escalation means someone failed at their job.

Question 3 · Scenario

A homeowner asks a technician a detailed Membership billing question during a visit. What is the best mindset?

Golden rule

Customers experience one Passport —

not separate departments.

Accomplished

You can now…

  • Name the customer-facing and internal support roles
  • Explain how each role affects what the customer feels
  • Recognise the common misunderstandings about each team
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