Role Play
Client: "I like your partner portal, but I'm tired of entering the data twice. Do you have a solution for this, and how much would it cost?"
CRM Integration - $250 per month
What are the two types of contracts we have?
1. Annual Appointment Guarantee
2. Activity Guarantee
What did we finish at for Sept Referrals/Upsells?
1. $26,000
What industry do we have the most active clients in?
1. "Other" - 199 Clients
In the game of Monopoly, what color are the most expensive properties (Boardwalk & Park Place)?
1. Dark Blue 💙
Client: "Someone I referred your way just signed up and I think they start onboarding in November. Do I get credit AND what do I get?"
1. If they mentioned you during the sales process, you will get credit. In the future if you use our parter portal to enter that contact we will reach out to schedule a call and make sure your account is tied to the opportuntiy AND ONE TIME 10% check of the first month's invoice of the referred client signing on
What are the different outclauses we have in contracts?
1. 13 - Month '
2. 7-Month
3. 45 Day Out
What did we finish at for October Sales?
1. $26,250
Over the last two years, which industry has had the most closed deals?
1. HVAC - 551 Closed Deals
What’s the only food that never spoils?
Honey 🍯
Client: "We’re happy, everything’s good,” but hasn’t given a referral or expanded services yet."
- How would you get a referral or upsell?
1. Acknowledge Satisfaction (Build Trust)
2. Redirect Satisfaction Toward Growth
3. Step 3A – Referral Angle OR Step 3B – Upsell Angle
4. Close for a Simple Yes/Next Step
How much is an Advanced Program cost per month (each tier level) AND What monthly activity minimums?
1. 13 - Month - $9,250
2. 7 - Month - $9,500
3. 45 Day Out - $10,000
4. Monthly Activity Minimums (120 KDMs ID, 1,300 Dials, and 250 Letters Sent)
Who has generated the most revenue on the Success Team from Sept 25 - Nov 25?
1. Justin Grab - $16,500
What is our average closed deal size for Commercial Roofing clients?
1. $128,907.35
Which planet is known as the “Morning Star” or the “Evening Star”?
1. Venus 🌟
Core Nice Client: "I'm thinking about adding another program with you, but I think I want to wait till January or February because things can be slow around the Holidays."
- How would you show them the value around starting in December?
1. Holiday Incentive - 11/15 Cutoff Holiday Cards
2. Market Availability - Secure before taken
3. Ramp Up - Cleansing of Data
4. KDMs - Generally in the office because employees need to exhaust PTO before EOY
How much would a Start Program cost at a 13-Month Commitment w/ Sales Tool Kit & CRM Integration?
1. $6,000
What month was our highest sales month this year as an entire company?
1. March 2025 - $330,000
How many appointments has Abstrakt set for clients since Sept 2010?
1. 30,450 Appointments
What’s the only word in the English language that ends with “mt”?
1. Dreamt 😴
Potential Winback Client: "I was interested in potentially returning but I dont know if I want to pay more for a service that I canceled. I was paying $4,500 for a 7-month commitment and now you want me to pay $5,500 for a 7-month commitment? What changed to raise your prices $1,000?"
PS - Cancelled in January 2024
1. Direct Mail
2. Increased Activity/Appointments
3. Hiring Top Tier Talent
4. Tech Stack
5. Annual Price Increases (Keeping up w/ Market)
Who on the Success Team sold the largest referral deal thus far - excluding project work?
1. Justin Grab - Orange Electric - $5,250
Which Success Manager had the most dials through the month of October?
1. Jackson Wood - 95 Dials
How many active clients do we have on Outbound BDR?
1. 763 Total Clients
What U.S. state has the most miles of coastline (including islands)?
1. Alaska 🏔️