MISC.
Name 2 benefits of website hosting.
Website Updates, Brand Identity, Enhanced User Experience, Website Security, Reduced Risk of Downtime, Detailed Analytics
How can you help a client who is looking to target past contacts who received a proposal, but didn't close a deal?
Current Customer Newsletter OR Current Customer Email Campaign
Who handles upsell leads?
Quinn
Where can I find the non-core regions near my client?
Regions Tab in SF
How often does our social media team post on our client's behalf?
2 posts per week
SEO and/or Google Reviews
Minimum of 1 closed upsell in the quarter, MRR of $1000 + recurring service
or a project over $15,000
How much is a non-core region?
It depends but usually a few hundred dollars
What is Paid Search?
Paid search is when you pay to show your website at the top of search engine results, usually through platforms like Google Ads or Bing Ads.
You choose keywords you want your ad to appear for.
You write a short ad.
You set a budget and how much you’re willing to pay per click.
Your ad shows up — and you only pay when someone clicks.
Digital Location Management
Why should you upsell your clients?
The more integrated a client is, the stickier they are, and the chance of churn is lower.
What is a rollup campaign?
An extra campaign to the database. This can highlight a certain service for your client or have a generic follow up message.
What is SEO?
SEO stands for Search Engine Optimization — basically, it’s the process of making your website more visible on Google (or other search engines) so more people can find you.
It involves:
Keywords: Using the right words people search for (like "roofer in Baltimore").
Content: Writing helpful blog posts, product pages, etc.
Technical stuff: Making sure your site loads fast, works on mobile, and is easy to crawl.
Links: Getting other trustworthy websites to link to yours.
What is the difference between a programmatic ad and a display ad?
Programmatic refers to how ads are purchased and placed. Display refers to the format of the ad and where it appears — visual ads placed on a network of websites.
How do upsells turn into KW points?
Employee that wins the quarterly Upsell Contest | 20 points
Employees that hit $30,000 in new ARR quarterly | 15 points
Employees that hit $22,000 in new ARR quarterly | 10 points
What should I do if my painter in Houston wants to expand to Dallas?
Check the RIR to see if the industry is available and the region is open. Dallas is closed, so you have to let the client know that you will put them on the waitlist and connect with your team.