Account Management Stuff
NOT including "OTHER", What industry has lost the most revenue YTD?
IT/Cyber Security/MSP - $277k
What fields need to be filled out on a Lead to convert it to an opportuntiy?
1. Assigned Sales Rep
2. Company Name
3. Prospect Name (First/Last)
4. Title
5. Website
6.Email
7. Company Revenue
8. Industry
9. Address Information + County Zip Code
10. Qualifiers
11. Lead Source
12. Product
13. Appointment Scheduled For
14. Appt Time
15. Appt Zone
16. Phone/In-Person/Virtual
17. Calendar Invite Accepted on Phone
18. Appt Date
In The Office, which character was the best salesperson?
Dwight Schrute 💼
What is the top-selling candy bar of all time?
Snickers
What is the rarest M&M color?
Brown
How many ACTIVE clients have made it past 24 months?
54 Clients AKA 18.90% of our client base
What’s one way to make it easy for a client to refer someone?
Send them a pre-written intro email w/mutual LinkedIn connections.
What movie features the famous quote “Always be closing”?
Glengarry Glen Ross
What’s the national animal of Scotland?
The unicorn 🦄 (yes, seriously)
What country drinks the most coffee per capita?
Finland
How many cancellations did we have in December that were not market Top Cancel Risk?
18
Which Success Manager is leading November activity this month?
Andrew Becker - 83 Dials
In Boiler Room, what luxury car does Ben Affleck’s character brag about driving as part of his sales pitch?
A Ferrari
What is the only food astronauts are forbidden to bring into space because it crumbles too easily?
Bread (they use tortillas instead)
What natural sweetener comes from tree sap and contains minerals that support cognitive function, including manganese?
Maple syrup 🍁
What industry has the lowest percent to goal this month? This is NOT "Other", it is a specific industry
1. Mortgage - LO Recruitment
How many Customer Referrals/Employee Referrals has the Account Management Team collected YTD?
192 Leads Collected YTD
In The Wolf of Wall Street, Jordan’s firm creates a fake IPO for a shoe company owned by Donnie’s friend. What is the name of the shoe company?
Steve Madden (and Stratton Oakmont actually did the real IPO in 1993)
What is the longest-running game show in U.S. history?
The Price Is Right
Which spice is shown to improve learning and memory by increasing BDNF (brain-derived neurotrophic factor)?
Cinnamon
How many active clients do we have with a PSS of 5/5
233 Clients
How many clients with a PSS of 3 or lower are willing to take a reference call?
59 Clients
What product is Ray Kroc ACTUALLY selling that makes him rich — not burgers?
Real estate (the land under the restaurants)
What year did the first email ever get sent?
1971
What ancient grain is known as the “mother grain” and contains all nine essential amino acids — making it a complete protein for brain health?
Quinoa