Calendly/Google Doc
Topics
Logging Calls
MISC.
100

This is the time length of a VC.

What is 30 minutes?

100

This is something the BC/SBC would provide training on and walk through segmentation of leads.

What is the PA App?

100

This is how you log your tries.

VC Try _- LVM

100

This is the goal of VCs booked per day (higher emphasis when we are not booking for Avis).

What is 9 appts/day?
200

This is where you establish the correct time of the appointment.

What is the top right corner of Calendly where the timezone drop down lives?

200

A Premier Agent might push back if they don't know the value of this report that will show them their ROI.

What is Know Your Numbers?

200

This is how you will set up your tasks.

What is VC Conversation-  Set Task?

200
This is the MRR requirement for booking a VC.
What is under $1000 in MRR.
300

This is in the description and location of the Calendly meeting.

The bluejeans Meeting ID info.

300

BCs can turn on the lights by sharing details of these.

What are updates (i.e. PA4/PA Next)?

300

This is how you will log a successful booking.

What is VC Booked?

300

This is how many in-markets the PA can have to meet the criteria for a VC.

What is 0?
400

A living document of the BC/CC partnership and links.

Google Doc.

400

This is what you will log if you run into a cancellation.

VC Cancelled

400

This is where you find your BCs book of business.

Avis report in Tableau.

500

Options may be limited to certain times of day.

What are the times available in Calendly per region or BC? Calendly could also be limited due to their outlook.

500

This is what you will log if successfully confirm or lvm for a confirmation.

What is VC Confirmed?

500

This is the excel feature and specific input you will use in order to find the specific agents you will be calling.

What is filtering by MRR less than $1000 and no in-market?

M
e
n
u