Corporate Filings
State that takes the longest to file a corporation in.
A. New Mexico
B. Maine
C. Maryland
D. New Hampshire
What is C. Maryland (6-8 weeks)
Time zones we have Onboarding Representatives in. Actually, on the phones dealing with clients.
A. All 4 time zones
B. Only EST and PST
C. EST, CST, and PST
What is C. EST, CST, and PST
The highest number of clients funded in a single month (within the last 4 years)
A. 120
B. 125
C. 130
D. 119
What is C. 130 (March 2024)
The extension for our general line call center
A. 3350
B. 3334
C. 3320
D. 3340
What is B. 3334
This used to be the signal that a client was considered "funded" in Fulfillment
What is the client receiving their zip file
True or False: Clients can list themselves as Resident Agent of their corporation for a state they do not live in
What is False, they need to have corporate representation in the state they are filing in
The team member with the longest tenure on ROBS Onboarding/Fulfillment
A. Malcolm
B. Brian
C. Tara
D. Amber
What is A. Malcolm (Sept 17th 2018)
The highest percentage of clients we have funded in less than 30 days.
A. 20%
B. 21%
C. 25%
D. 32%
What is C. 25% (May 2024)
The standard SLA for answering calls and voicemails from clients.
A. 90% within 24 hours
B. 85% within 2 business days
C. 90% within 2 business days
D. 95% within 24 hours
What is A. 90% within 24 hours
This person is our main contact at My Corporation
A. Joyce Woods
B. Stacy Gillibrand
C. Sharon Warren
D. Gregory Peck
Who is B. Stacy Gillibrand
This team member is most likely to befriend a stranger in a grocery store
A. Brian
B. Malcolm
C. Tina
D. Shamia
Who is B. Malcolm
The highest number of emails sent by a single OBS rep in March.
A. 422
B. 379
C. 520
D. 368
What is C. 520 (sent by Tina Harris)
The number of steps listed on the ROBS Onboarding checklist for a 1OC client
A. 7
B. 8
C. 9
D. 12
What is A. 7
The number of states that are share calculation states. I.E We base the number of shares on the client's rollover amount
A. 21
B. 10
C. 12
D. 18
What is D. 18
This representative has 11 pet rats in their house
A. Lucas
B. Tina
C. Moniqua
D. Tara
Who is A. Lucas
This was the lowest median project timeline our team has seen in 4 years
A. 41 days
B. 32 days
C. 45 days
D. 51 days
What is A. 41 days
This is the goal for monthly funding clients in 30 days or less.
A. 25%
B. 30%
C. 40%
D. 50%
What is D. 50%