Salesforce
What is the required contact cadence for initial outreach?
6 contact attempts by phone and 2 by email.
What is the maximum turnaround time for returning calls?
No more than 24 hours.
What best practice supports rapid response times to new leads?
Checking the new lead report 3 times per day.
What qualifies as fulfilling the regional call quota goal?
Calling a NEW lead, not completing an ATC for a current lead.
What is the recommendation for task management in Salesforce?
Make a task for everything!
What should all viable leads be scheduled for with the OM?
Tours.
What cannot happen in order to score a 3 or higher in the pipeline audit?
Cannot have more than 1 lost lead.
When documenting a completed call, what date format must be used in the ATC field?
M/D/YY format using slashes (example: 5/14/26).
What should Salesforce notes always pass?
The stranger test.
What happens after speaking with a parent who later stops responding?
Contact attempts reset.
What phrase emphasizes the importance of detailed notes?
If you didn’t document it, it didn’t happen.
According to the call campaign instructions, what must a CAA do first when beginning calls for the day?
Start with Tier 1 leads in their regional tab before moving to Tier 2 and beyond.
What is the philosophy for handling qualified leads?
Qualified until proven otherwise.
On which day during Week 1 is there intentionally no contact attempt?
Day 3.
What mentality should be adopted when considering leads in Salesforce and pipeline management?
Ownership.
After successfully scheduling a tour, what must happen in Salesforce?
The lead must be updated to the Academy center and the Academy-related tour fields completed.