Call Flow
True or False. Call flow is a script intended to be read verbatim and will sound identical to each customer.
Flase
Budgets are available in which 2 QBO versions?
Plus & Advanced
The question, "How often do you pay employees?" would be categorized under which discovery phase?
Payroll Discovery
Which phase of call flow will the majority of a conversation be spent in?
Discovery
Which version of QuickBooks Online does not include a "trial balance" report?
Simple Start
"Origin Story" is a key element under which discovery section?
Business Discovery
The key element "Communicate terms & conditions and provide accurate pricing" fall under which phase?
Recap & Recommendation
How many "Sales Channels" can connect to QuickBooks Essentials with QB Commerce?
3 Channels
What are the 3 key elements of "Payments Discovery?"
Identify current their current state
Pull for pain & gain around the current process.
Quantify ROI
Recite the pricing sandwich.
Because you said ______, I recommend ________, which would cost _______, and that would allow you to _________.
Which version of QuickBooks Desktop includes progressive invoices?
DT Premier & all ES versions
What is the purpose of framing questions following the "top-down approach?"
To ensure we right-fit customers without making assumptions or shopping with our own wallet.
Discovery, Recap, and Recommendation are 3 of 4 phases that make up call flow. Name the missing call flow phase.
Introduction
How much does Paychex charge in fees for year-end W2 & 1099 processing?
$75 base + $6.72 per EE + $23.50 for handling
"Evaluate the importance of tax time" is a key element under which discovery section.
Bookkeeping Discovery