a digital business card of a prospect I am pursuing
What is a Lead?
100
Electronic On-Boarding & Task Management
What is NetGuide?
100
a meeting with someone who has never heard of us and I uncover their DM process, Vendor, and set next steps.
What is a Net New?
100
1. Confirm Allotted Time 2. Goal of the meeting 3. Setting Expectation for next steps 4. Anyone else included
What is a Verbal Agenda?
100
John's twin's Names.
What is Oliver and Noah?
200
a deal I am currently working
What is an Opportunity?
200
Resource for Clients to research answers, join virtual roundtables, training.
What is NetCommunity?
200
location I go to sign up to attend a training class, watch recorded trainings, stay up to date with process changes.
What is Sales Intranet / Portal.
200
greatest assest
What is your Attitude?
200
tool that contains all presentations, marketing assets, etc.
What is Showpad?
300
Location to ask a question about a feature or function in Netchex
What is Chatter One Off or Sales / Imp?
300
Location where I can designate an Employee as a Manager
What is Demographics page and/or Employee Profile?
300
a simple button that creates the opportunity, merges account and/or contact info.
What is Convert?
300
weekly activity to set an appointment with a new prospect, not calling brokers, cpas, clients.
What is a Call Block?
300
goal for 2020
What is $60MM?
400
the section of an account that details if they offer benefits and their CPA
What is Employer Services?
400
Location I can pull the Total Compensation Report.
What is Employee Payment History and/or Benefits Reports?
400
all the documents needed during a conversion.
What is the Conversion Landing Pages?
400
John's favorite podcast.
What is Advanced Selling Podcast?
400
Aaron's newest kiddo.
Who is Eden?
500
4 fields needed in order to create a new Opportunity
What is Industry, Billing Address, Payroll Provider, Employee Count?
500
During a conversion where a client goes to assign employees to their benefit plans.
What is Mass Add?
500
If I need a modification to a customer agreement I send the requests here.
What is contracts@netchexonline.com?
500
your greatest weapon after an analysis.
What is your notes?
500
report focuses on a business’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system