Five9 First Touch Statuses (Scenarios)
Let me think it over. I don't want to apply for anything right now. Call me back in 2 weeks.
What 1st touch completed - DV (Demonstrating Value)
I just visited here and found out we have 572 bookings for the day!
What is the usa-sales-team channel
Let me make sure I put a clear subject line, change the queue to call, and set the priority to high.
What is a hubspot follow up task.
Let me make sure I switch to this Campaign before I call my student to ensure they see my number vs. a general 800 number.
What is my Personal Campaign?
Let me get look up the promo code for this month's promotion.
What is the 2025 pricing guide?
I will check your Next Steps email and apply for Climb this evening. I'll catch you later. I need to head out to work!
What 1st touch completed - PP (Partnership Proposal)
My student paid half their upfront payment! Whoo Hoo! It's could take 20-30 minutes before it posts here officially!
What is usa-new-payments A.K.A The MONEY CHANNEL!!!
I need to send out the course syllabus. I know I have to look up Ibrahim and then search for.....
What is the Next Steps email?
Student has expressed they are not interested in enrolling at TripleTen at this time. (They were not irate/upset/angry) However, they did not express to be on the do not call list.
What is Not Interested?
What was that section on my deal card that imports the Glyphic recording link for my call with the student?
What is the "Notes" section?
I just got an email my loan was FULLY approved! What are the next steps?
What is 1st touch completed - Neg (Negotiation)
They didn't qualify for Learn Now, Pay Later! UGH. They really want to apply for a loan for AI Automation. Let me try this option.
What is Climb?
What is 14 days?
Ugh. Another recording picked up and the recording said the number has been disconnected.
What is Invalid Number?
What is the Lead Policy?
I have been waiting for your call! I really want to get started. Can you please later on today?
What is 1st touch completed - DV (Demonstrating Value)
At the end of your loan application, you will need to verify you have an active bank account with a micro transaction through Plaid. Once it verifies, your application will be processed.
What is Edly
I better keep an eye on that timer before the phone starts ringing! How much time did Rob say we have?
What is 15 seconds.
This student lives in a Latin American country. What was that dispo again?
What is Out of Market?
Let me login here to check my schedule.
What is WFM?
I get paid on Friday and will pay the $500 Lumion deposit then.
What is 1st touch completed - Neg (Negotiation)
What is the usa-payment-operations channel
Let me send out this Welcome Email to start onboarding my student. Where is that HubSpot field?
What is Open Early Access?
This student does not speak english. Is should dispo as...
What is Contacted, disqualified?
Ugh! I always mix these statuses up! I need to make sure my Climb student is in this status before they are officially enrolled!
What is Accepted status?