OTbeat Knowledge
What should the HRM username on the OTbeat screen be?
First name, last initial, birthday
What two things need to be signed before the intro takes class?
The guest registry & the CI/RP
What are your DPMs?
40 calls, 10 leads, 4 appointments, and 2 sales
How often should we be checking schedule at a glance?
2-3x per shift
What do we contact log?
Everything
How long do the warranties last on the HRMs?
1 year
at least 10 minutes before class starts
What is the process when you see a green star?
Get CC, send paperwork via Hellosign, confirm location, contact log, and add alerts
When you upload a document what should you go?
Set a CL to a manager and change it in Hellosign to "uploaded"
Do we ever set a CL with a time?
No
What is the blacklist? Why is it in place?
The system we have in place to make sure that people are not showing up on multiple class screens if they are talking during lobby time
What are the 5 handoff points?
Name, goals, current routine, schedule, meds/injuries, and save me 5 minutes after class
When do we add a red alert onto a profile
anything medical, if they are a CR, packholders
What documents have to be uploaded before we can charge a membership?
What types of contact logs get assigned to a manager?
Billing issues, customer complaints, upgrades/downgrades, freeze, cancellation
What are the prices of all our HRM?
Core: 79, Burn: 119, and Link: 129
Break down the screen
grey/blue don't focus too much, green: associated with base pace, orange: associated with push pace, red: associate with all out pace
splats-afterburn, flame calories burned, and heart is beats per minute
What are the prices of our memberships and packs?
Premier: 179, Elite: 119, Basic: 79, 10pk: 225, 20pk: 375, 30pk: 499
What is the process if someone gets hurt in the studio?
Everyone on shift needs to complete an incident report
Troubleshoot the Burn, core, and link
Burn: turn off/on, plug in, and make sure it is in OTbeat.
Core: electro gel, jump start, check battery
Link: put back in the case for 30 secs, ask if all setting are turned on/updates, make sure in OTbeat
Walk me through the 7 steps sales process
meet/greet, CI recap, studio tour, hand off, hand back, close, onboarding
What all is needed for a COMPLETE profile
Name, email, phone number, 3 boxes checked, address, birthday, gender, emergency contact, CC swipe, contact log, all documents uploaded (red alert if needed)
I am the intro: explain to me why I am unable to go into class after the 5 minute mark
Since the class clock has hit 5 minutes I'm not able to let you in as a safety precaution, I have room in my later classes. Can I reschedule it for you?
Give me an example of a great onboarding contact log: