Call List
Fundamentals
Applicant Stream
Reports
Standards VS Goals
100

What are the 3 tabs to have open and why?

Call list, search, calendar. This helps us stay organized and efficient when transitioning between tasks 

100

What are the FUGI Factors?

Fear of loss, urgency, Greed, indifference 

100

How do I sort each loop?

Opens= by name, lm2's=by name, lm1's= by date, lm3's=by status, 30 days back, ocoh= by date 

100

What report can you find you find your weekly retention?

Retention Report

100

What is the standard booking number and retention percentage for prelims?

20-25 booked, 50% retention

200

What do we do if there is no phone number on the application? 

Change it to 999 and send the 999 email message 

200

What are the 5 types of Candidates?

Quick no, looker, shopper, blade, M&R

200

What is the difference between a yellow name and a white name?

Yellow= has not been contacted/updated today, white= has been contacted/updated today 

200

Where can you find the log of all the calls you made during the day and their time card?

Activity Report 

200

True or False: The number or removals should always be equal or lower than the number of bookings

TRUE

300

What is the correct Loop system in order?

Opens, lm2s, lm1's, lm3's, ocoh 

300

What are the 5 steps to a conversation and SEE factors?

Intro, short story, presentation, rehash, close. Smile, Enthusiasm, Engaging.

300

What do each of the buttons mean of the right side of the calendar on each applicant?

Text, resume, resume link, history, notes

300

Name 5 things the mention report can show you?

how many opens, lm1-lm3, daily retention, weekly retention, number of booked prelims, number of booked 2nd rounds, number of new starts, number of removed, ect.

300

What does SMART goals mean?

Specific, measurable, achievable, realistic, time framed

400

How many opens is average for 1 admin?

80-100

400

What are the 8 steps to success?

Have a great attitude, be on time, be prepared, work the full 8, work the call list correctly, maintain your attitude, know you're WHY, take control

400

What is the difference between the "search" and "search history" buttons?

search shows you in the past 30 days, search history shows you everything!

400

What report can I find how many new starts I have show up throughout the week?

Retention details 

400

Based on STANDARDS, if I had 20 people booked for 2ND rounds, how many new starts am I expected to have based on LOAS?

5

500

For each LM, what gets sent to the applicant? Email or text or voicemail?

opens= voicemail, lm1=email, lm2=text, lm3+=email, ocoh= depends where there are in the loop system 

500

Explain Funnel theory and LOA's

more is MORE! 

500

What tab would I go to if I needed to buy more text credits?

Jobs2me

500

What does the source report show you?

The job bards and how many candidates came from each for any specific date range 

500

What are the 4 mentorship qualifications? 

45% of call list booked or 150 prelims booked weekly, 55% retention weekly, proof of networking, 20 new starts

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