Other
In a dupe dispute, the first to have what will win the account?
A meaningful conversation. 3.30 minutes long
How long can you keep an account in SIP?
42 Days of Max ownership
How many points is a mid low sale
1.3
Name 3 things you should do at the end of every day
Send EOD Email
Check for SIPs w missed appts.
Update Progress Tracker
What is the minimum TT requirement for the week for the HORDE?
15 hrs/week.
New ownership of Sip's, Will appointments help protect your sip for 42 days?
No. Appointments wont matter on Sip's
What is the Total about of leads you can have in your Pipeline each pay period?
1000, includes all prospects and Sip's
How many Points is a Roofing task category
2.1
When should you send in a Buddy Check?
When you have Company name and Personal name filled out! (5-10 minutes into the call)
If an email is not saving in COMMS, name a reason why and how to fix
Delete duplicate phone numbers
Name the Steps to take to DIAL WITH A PURPOSE.
Call first, PRM, Highest spids, Payment,
Can you hold an accounts in cultivating with an appointment after the new pay period?
No, Accounts marked Cultivating with appointments will be pulled from pipelines at the beginning of each pay period.
Name 3 High Tasks other than Roofing
Fireplace & Masonry
Insulation
Moving & Hauling
Pest Control
Solar
Testing, Abatement & Recovery Service
How many pitches should you average per week?
30! 6 per day (minimum)
Top reps average 10-12 pitches per day.
How do we add on a bundle?
Billing/ Prepaid Packages --> Select Package
Membership --> Waived annual
How Long can I keep a BTS in the new pipeline rules?
Back to sales accounts will remain with current owners for the indefinite time being.
Can I move an account directly into SIP?
No, Leads need to be dialed by the rep to be eligible to be moved to SIP.
How Many points to you need to maintain in your L4 to avoid being on a PEP/CAP
6 Points
What do you do if you have a duplicate account?
Send both SPIDS to your Manager to confirm if you have ownership or not, or to delete.
Name the hottest leads in your pipeline
NEWs
HSOs
PITCHED/SIPs
Payment
PRM
What if I called all my leads in the pay period can I get more leads?
Rep are expected to work the leads in their names for the whole pay period. Managers can only move leads within their hierarchy if reps will be out for a extended time period.
I have 325 sip's, how many new leads will I get in my prospects at the beginning of the pay period?
675.
1000-325=675
How Many Points Per week Average will keep you need to have a Greater than .5 FTE
3 Points a week= .6 FTE
Name 3 ways that you can get better as a sales rep
...
What is the proper way to request vacation/time off?
2 weeks in advance
Check ULTIPRO if you have the time available
Ask Me
When approved, enter in request through Ulti Pro
Create a calendar event "Rep Name OOO" and add me so it gets added to my calendar