Five9 First Touch Statuses
Let me think it over. I don't want to apply for anything right now. Call me back in 2 weeks.
What 1st touch completed - DV (Demonstrating Value)
I see we extended the 25% secret promo for March! Glad I checked here this morning!
What is the usa-sales-team channel
I need to copy the notes from my task and put it in this overview section in HubSpot so my manager can review what's going on.
What is the Next Steps field?
I need to make sure it's not in Default Outbound when calling out to a student. This campaign is called...
What is my Personal Campaign?
Love this tool to make sure I can see the current promo code and all the tuition for each program.
What is the Pricing Guide?
I will check your Next Steps email and try to get a co-signer for Climb this evening.
What 1st touch completed - PP (Partnership Proposal)
My student paid half their upfront payment! Whoo Hoo! Rob said it could take 20-30 minutes before it shows up in this channel. I want to make sure I get credit for my enrollment!
What is usa-new-payments A.K.A The MONEY CHANNEL!!!
The deal came into the system but there has been NO contact with the student whatsoever. What was that stage again?
What is Create Curiosity?
This student just yelled at me and said never call again!
What is DNC (Do not call list)
$500 incentive for recommending someone to TripleTen. I need to text them this link to ensure they get credit!
What is the Referral Form?
I was just approved for Fortify! I will do my best to come up with the $300 over the next week or so.
What is 1st touch completed - PP (Partnership Proposal)
They got approved for 0% financing for 24 months! Now I gotta make sure they sign the documents and collect the $300. Glad they reduced it from $500 for this option!
What is Climb FFP?
I remember Rob said as long as I add this after each call in HubSpot, I can protect my deal from being worked.
What is adding a task?
Ugh. Another recording picked up and the recording said this number has been disconnected.
What is Invalid Number?
What is the Lead Policy?
I get paid on Friday and will pay the $300 down payment then. You said you are free at 11 am?
What is 1st touch completed - Neg (Negotiation)
If your student immediately hangs up on you after a Charlotte transfer, you try and call back, and no one picks up, what channel should you report this to after you finishing dispoing this calll?
What is the usa-super-charlotte-feedback-channel
This HubSpot Deal Card field now says "YES" and I can trigger the welcome email and start onboarding my student!
What is Open Early Access?
What is Not Interested.
Ugh! I always mix these statuses up with I look at my Climb dashboard! I need to make sure they are in this status to move forward and send them the invoice to pay their $300 down payment.
What is Accepted status?
Charlotte was great! However, I really need to run! Can we pick this up later on?
What is 1st Touch Completed - DV
DAILY DOUBLE!!! You can wager UP TO double the points your team has currently!
I just sent over your Lumion payment plan! You can expect your first payment to come out in this may days.
What is 26 Days?
WAIT! This HubSpot view doesn't show the deal stage. I remember Rob said this was called....
What is the CONTACT CARD
This student lives in Hong Kong. A country we don't market to. Let me dispo this as.....
What is Out of Market?
DAILY DOUBLE!!! You can wager UP TO double the points your team has currently!
I don't have the time to send the Next Steps email to my student. I just want to send the link to the syllabus. What was the name of that resource again?
What is the SMS QUICK REFERENCE DIRECTORY