Upcoming Changes
What is UPN
10 sessions required by the 20th of each month entered into SalesForce
What is 10/20
What is the mimimum number of referrals
What is 4
The new account program is called
What is FAAP
Lived in more than 3 countries
Who is Christine
Who is Rob Hillard
The term session mix referres to
What is a balance of different session types each month to include WEB, EMAIL, LL, EO, ROU, HE, FAIR, CONF, CC
A re engagement campaign email with a webinar invitation is what session type
What is a webinar
Maximum number of FAAPs per year
What is 10
Has two pet alligators
Who is Sam
Recent change to which central reporting system
What is Tableau
Name a requirement for proper naming conventions in SalesForce
What are punctuation, spacing, name of session, state and correct session abbreviation in all caps
New accounts added to your territory are called
What are FAAP Accounts (best practice is to have a minimum of 10 per year)
Who do you send FAAP documentation to
Who is RED (Mary)
In 2025 was honored in their hometown with the Excellence Award
Who is Jason
Name potential auditing areas from strategy team
What are sessions mix, 10/20, sessions 0 leads, naming conventions, new accounts, territory mix, referrals
If a session is not attended due to scheduling, cancelled or rescheduled what is the proper action
What is cancel the session and list reason in the notes section
Socks for referrals
What is a sock basket (order on Amazon 36 pairs for $50) have on table to give to those who share a referral
What 3 forms of documentation are required for FAAP
What is email to new account confirming partnership, screenshot of sessions with leads entered, and screenshot of new account.
Graduate from The University of Alabama
Who is Beverly
New call states to select in SF for referrals
What is "cold call". If you don't select cold call you will need to submit a ticket to support@risepoint to make the change.
Name one of 4 upcoming compliance trainings that are due by June 30, 2025
Code of Conduct
Harrassment Prevention
New Tools: Artificial Intelligence Scams
The Next Step: Scams Using AI
Name two ways a QR can be displayed at a session
What is printed table sign, flyers, laminated 11 x 14, mini X banner, business card, paper handout, back of shirt :)
Requirements for an eligable FAAP accounts
What is a new account with no previous sessions and leads
Goes to Disney multiple times per year
Who is Diana