Biz Rules & Pipeline
What is the daily expectation for CFT?
42.5%
What are the four QBO offerings?
Simple Start, Essentials, Plus and AV
What two products make up QB Live Conversion
Full Service and Assisted
What three products make up QB Payroll Conversion?
Core, Premium and Elite
What is the first part you are scored on in conversation?
Intro
What is the daily expectation for dials?
25
At what level do you start having a detailed profit and loss?
Essentials
Which QB live offering does personal finances?
None
Which offering includes geo fencing?
What is the goal for conversation?
65%
What is CFT?
Time on the phone with customer
What is class tracking?
Being able to breakdown and track profitablity for different segments of the business
9AM - 9PM Est
Premium and Elite
What makes a level 2 question?
You are more focused on HOW the customer does things, using open ended question rather than what they are doing
How long should you wait for follow up?
24-48 hours
What are at least three features AV has that Plus does not?
25+ users, priority circle, batch invoicing, custom fields, workflows, KPI reporting
Can assisted bookkeeper give high level tax advice?
Yes
Which payroll offering has a personal HR advisor?
Elite
What makes a level 3 assumptive sale?
Soft closes throughout, assumptive sale immediately following recommendation
How do you track what it is your are selling on your opportunity?
Add products to opportunity
Accountant owned account, QBO accounts are sold to the customer at accountant price
No
What is the difference between bookkeeping and accounting?
Bookkeeping - day to transactions, reconciling and categorizing, monthly financial statements
Accounting - Review finances, taxes, financial reporting and planning, tracking income and expenses
What is the fee for time tracking with payroll?
None
What makes a level 3 questions?
Find out customer, pain, ROI and Impact