ADMIN 2
Say I discovered a dupe to an account that reached me via undersold. How would i verify im good to work said acct?
what is review assignment , tasks, and notes
What is the recommended touch point cadence to see the best results with our program?
20 TP CADENCE IN A 2 WEEK TIME FRAME
How long can one maintain ownership over an account with good pipeline management?
What is 42 Days
What status should an account be moved to after a completed demo?
What is Demo Completed?
What is the first thing you should do when receiving an online lead or inbound?
What is Dupe check
Walk me through Making a a campaign of my own to dial through?
Companies & create filters ...save
What type of email does a client need to get started with us?
Domain based email example@yoloroofing.com
What percentage of your day should be dedicated to whale hunting?
What is 10%?
Where do you verify the contract has been signed & card was added?
What is the contracts tab? What is shadow dash - Payments and Billing - Payment Methods
Where can i find my registrations?
what is email and dashboard under registrations
If i wanted to get a birds eye view of my own pipeline where would I go>?
What is Dashboard
What are some key things to do after presentation?
Ask what they like/don't like about the service/how they feel this will align with their needs/wants
Set hard next steps - TIME KILLS DEALS
Get them logged into Dashboard to sign contract, confirm campaign scope, add payment method; initiate CRM integration after payment method is on file
Whats better 20 small accounts or 1 massive multi-state account?
What is 1 massive account?
When should an account move to In Review?
What is after DEMO COMPLETE CHECKLIST is completed
Tell me a respectable touchpoint cadence on working registrations
what is 20 in 42 days
what are two key things to do when a demo is completed on admin 2
what is Change disposition and Note the account demo completed
What are some important fact finding questions to ask the client before diving into rc.com
How long have you been in business?
Where do you source leads from currently?
When you test a new source, what kind of trial period/budget do you allocate to it?
Do you have a sales team who will be working the leads?
Do you use a CRM software?
Say im sick, Explain the process to successfully requesting off for that day?
What is Send email to absent-denver@solarreviews.com & request day on ADP
How long after activation should onboarding follow up be scheduled?
What is one week?
How could i lose ownership of a online reg?
No tasks, no activity in 48 hrs
Explain what great pipeline management looks like on admin2
..
What are the 7 always dos?
What is
-Thouroghly explain our pricing structure and bidding system
-Discuss budgets and encourage volume, & set the customer up with an appropriate coverage area that will accomodate this budget
-Discuss cadencing, who will be working the leads and what "success" looks like using the platform
-Proper expectations set surrounding contact rate/apt set rate/close rate when leads are worked properly
-Set expectations that this will be a self-managed account (do not offer to help manage the account/pause leads/edit campaigns)
-Set expectations that we will not offer credits or refunds outside of the 10% rejection
-Get customer to commit to check-in meetings and scheduled before activating
BDM SALES TRACKER
Why is it important to have everything on Demo Complete checklist checked off before flipping an account in review?
for OMs & to set pro up for success
What are the requirements to earn into online reg?
60% 30 day ret