Sales Blitzes
Account Qualifying
FORD
CCS
Conducting First Appointments
100

Name 2 tools you should you have ready for a blitz.

Promo items, printed materials, lead list, small overview brochure


100

What does ATM stand for?

Ability to make decision, Timing is right, Motivation is present

100

What is FORD?

Family, Occupation, Recreation, Dreams

100

Where you add a new lead or access existing leads?

S2 1.2 Lead File

100

Name two things you should bring to a first appointment.

Agenda, brochures, samples, and small gifts.

200

Where do you order printed materials from?

Conlins

200

If the person you are speaking with does not have the ability to make a decision, what questions should you ask?

Who handles your linen contracts?

Are they the only person who makes decisions on contracts?

200

Give an example of R.

What they like to do for fun, what hobbies do they have.

200

True or False: TBMs create lead numbers.

False - CCS automatically creates lead numbers once a new lead is updated.

200

True or False: As soon as you walk in, you should immediately begin to talk business.

False - build rapport first.

300

Who should you leave a gift for?

Everyone - front desk (gate keeper), administrator, director, etc.

300

What are you trying to get out of "T"?

CED 

Are their contracts expiring soon

300

When should you use FORD?

In every interaction

300

Where do you input any actions taken with a prospect account?

Activities tab

300

Name the SPIN method of questions.

S - Situation

P - Problem

I - Implication

N - Need payoff

400

How soon after a blitz should you follow up with leads?

within 48 hours
400

If motivation is present, what do you do?

Hot prospect! Set an appointment for a presentation

400

Where do you update FORD information for a contact?

In CCS under Manage Connections

400

What is Dynamic Connection in CCS?

Stopping by an account and dropping off materials / promo items

400

What is the goal of a first appointment?

To understand the needs of a prospect

500
Name one answer you are trying to get from an account on a blitz.

CED, decision maker, pain points

500

If the timing isn't right, what should you do next?

Build the relationship and set a reminder to follow-up closer to the CED

500

How do you collect FORD?

Look for things around the office, things they are wearing, etc.

500

Name one of the types of ABC contacts in CCS under manage connections.

Contract signor, Local contacts, Secondary contact, Patient Experience.

500

What is the goal of an Implication question?

To uncover the consequences or effects of a customer's problem.