Account Manager Intro Call
The time frame in which the initial Account Manager Intro Call is to be completed in.
What is 48-72 hours of Closed Won
A Director escalation will occur when this happens.
When a project is not completed with in 45 days from billing start date.
This is the minimum completion percentage required for the Dealer champions in the POA
What is 80%
This is post project completion cadence
What is every 15 days
and for a bonus 100 what is the CXM Cadence?
This was the date that the playbook was launched
What is February 9, 2024
With in the DCR this drop drop down is to be used for your Account Manager Intro Call documentation.
What is "AM Intro Call"
Provide one, Lack of Dealer Communication red flag.
What are Missing dealer calls, not responding to communication attempts, lack of management participation, or not returning a welcome kit
This cadence is used for updating the Decision Maker Game Plan.
What is every 90 days
You can see your dealers post project completion in this type of report
What is the Account Manager Dashboard 45 day touch BI Report
You can locate AutoAssistant Loyalty video in this section of the playbook.
What is the Video Resources List for 2024
The Am Intro call is located in this document.
What is the AM Customer Success Playbook
These 2 items can be used to determine dealer usage.
What is the User Activity Report and Health Index
You can Monitor your Dealer Champions and Decision Maker Game Plan in this widget with in the 2024 Account Manager Dashboard.
What is the AM Average Health Index/Activity Widget
These 30, 60, 90 day target discussions should be documented in what area.
What is the Game Plan
This number of opportunity searches are implemented by the Adoption team.
What are 5
When reviewing Expectations and Support of the store, this should be discussed.
What is outreach cadence and support expectation
Health Index for dealers can be located in this SalesForce Report.
What is the "2024 Account Manager Dashboard"
This is the objective of the decision maker game plan.
What is regularly conduct decision maker reviews to optimize dealer performance
During your 60 day cadence outreach this should be your next step.
What is set up regular meeting cadence with dealer
General Navigation of AutoAlert is normally done during this LC call
What is the LC1 call
When introducing yourself and role, what items should be discussed with dealer.
What is the implementation process, implantation cadence and importance of document completion.
During Director Escalations this form of communication is to be used.
What is Chatter
List 2 types of discussion points that could be had during a Decision Maker discussion.
What are dealer goals, ROI, Inventory, Recall, Marketing, Workflows, Usage training, refresher or product demo
This type of support should happen if a dealer does not have One to One Marketing.
What is building email campaigns and creating templates
Best Practice Review of settings is recommended this often.
What are every 6 months