SOPs
What does SOP stand for?
How many breaks should you take in a day?
2 15-minute breaks (and a lunch)
What tab will help you structure your day?
Daily Schedule
On what tab can you find the filters we offer?
Filters 101
How many hours of talk time are you expected to achieve daily?
3 hours
What document has a variety of resources needed for day to day operations?
AM playbook
How do you identify floor pricing on calls?
By checking the Monthly Pricing guide
How much talk time should you be getting per hour (On average)
20 - 30 minutes
Where can you find the AM scorecard?
Scorecards AM/TL tab
What diversification score are you expected to have?
1.8
What two systems track if you are on time?
Paychex and logging into admin
When should you review the SOP document?
Anytime you need to!
Name the tab and line number you can find the monthly pricing guide
New Pricing - line 3
WTs - Line 5
What are the two primary goals to achieve within your first 12 months?
50 active clients or pacing to $1 million in revenue
What percentage discount requires manager approval on pricing?
Anything more than 60% off retail
What three key things MUST you do if you are going to be out of office? (After you have received approval for PTO)
Vacation Responder in Email, Phones Forwarded, Slack Icon on
Where can you find the Auto In Depth Knowledge presentation (Name the tab and line)
ALL ABOUT TRAINING - line 7
Where can you find the integration cheat sheet? (tab and line)
Additional resources - line 12
How many accounts are you expected to gain/manage within your first 90 days?
20
What percentage should your revenue be increasing daily?
20% daily to achieve 100% by EOW
If you are remote, can you work from anywhere?
NO, you must get express consent in order to work somewhere other than your normal working location
Where can you find the instructions to bypass an IVR Greeting? (Name the tab and line)
Additional Resources - Line 16/17
What tab can you find the links for some important reports?
Periscope
Name at least 1 way you can demonstrate professionalism (Outlined in the scorecard)
Punctuality, responding to internal stakeholder calls, emails and slacks in a timely manner