Rapid Handoff
Where do rapid handoffs come from?
ISR/sales team
What question would you ask if a customer is concerned about our billing being secure?
I’m curious, is there anything specific you are looking for or worried about?
Do you collect cash/checks now? How do you keep that secure?
Do you receive online payments now? How do you keep that secure?
What is Luis chinchillas name?
....
What happens if an online payment fails?
You as the admin will get a notification as well as the parents when a payment fails. If that parent is on autopay they will have to login manually to make a payment because our system only tries to draft the account once. You can also pull a report on all failed payments.
Yall are great! Thats all. I dont tell you enough--- Free 100
xoxo
When do you start receiving rapid handoffs?
MONDAY
What is a good question to ask if an admin gives you the rebuttal that they don't have the time to change?
What are you currently using for billing?
Is everything automated or are you spending time entering payment information, updating invoices, chasing parents to make payments?
How much time do you spend on billing each week or each month?
Do you also have to spend time sending parents receipts/statements and tax forms each year?
Sours
Is the billing system child-driven or family-driven? When statements go out, are they per child, or merged, so parents can get one invoice with all siblings?
The billing system is child/student-driven.
Why brightwheel? Why would a customer want to start using our platform?
...
What is the point of a rapid and what do we need to help the customer do during that meeting?
Get their account verified!
What rebuttal could you use for customer says our processing fees are high compared to our competitors?
Often there are hidden fees and when we compare to brightwheel side-by-side you'll see that we will actually save you a lot of money. I’d love to dig in further and see one of your statements so we can compare! Would you be willing to walk through that together?
Where did KT go to college?
Coastal Carolina....
How will we be charged for processing fees if we do not pass them along to families?
Stripe will automatically pull the processing fee from the submitted payment. For example, if you charge a family $100 and they are paying via ACH, $99.10 will be deposited into your bank account. The $0.90 ACH processing fee will be deducted from the payment.
Who is our target customer?
10+ students as of when hayley told us :)
What percentage of Rapid Handoffs should we win?
85%+
What is a good rebuttal for a YMCA/CHURCH/HOSPITAL?
You’re not the only one!
Many centers had this decision made for them decades ago… BW didn’t even exist then!
This transition will make your life easier, parents’ lives easier, and even the billing office’s life easier!
You should be the one making the decisions about your billing.
You’re the one impacted the most and have the choice to change things.
What is wills favorite cocktail
AMF
How much are the processing fees?
ACH .90
CC 2.9%
If an account says Ellie Towle on it what does it mean?
BNP
rapid
day after but no meeting
30-90+
everyone out of onboarding
What are some questions to ask when a director says parents use a cc reader in person?
-Why do parents like to pay in person? Is there a perceived advantage?
-What does that cost?
-Do you need to be present to run that for them each time?
-Can anyone at the center do and is it only at specific times?
-What if someone can’t find their card; and forgets to pay on time?
What team did Kate work on before coming to engagement?
SDR
Is your system integrated with Quickbooks or can I easily transfer the information?
No, our system is not integrated with Quickbooks. You can however take the information from brightwheel and upload a CSV file into Quickbooks (with the appropriate extensions). Most centers will keep their invoices in Quickbooks and manually mark them as paid using brightwheel reports.
If a customers EIN and legal business name doesnt match what do you do?
Ask if thats the name they use on taxes, see if LLC is on it, ask for SS4, work with payops