EXPANSION
Who are the two Medspa Expansion reps?
Steph and Lacey
Name two of our competitors.
Weave
How does a customer find out who their CSM is?
Home page of their Podium Account
How many days does the kickoff call have to be scheduled within?
10 days
What did Lacey sell before Podium?
Sports tickets (clippers & Kings)
The customer does not have podium phones and agrees to make podium their primary phone provider.
What is the highest % and Free month with VP approval?
9.99% and free month
Name 5 of the Medspa CSM's.
Mariah
Mackenzie
Jaidyn
Carter
Andres
You just closed an Avery Deal. You are now responsible for sending a customer prep email prior to onboarding kickoff. What are the two things that need to be in that email?
Send Prep Email to customer Including:
1. AI form link
2. Instructions for the service list (Service description, Service price and service name)
What does VoIP stand for?
Voice Over Internet Protocol
What determines how much commission Expansion reps make each month?
New Locations (New Avery Location OR New Phone Location)
How do you calculate phones credit? What is the equation?
4 x phones MRR
Our SMB Specialized Accounts (10-25k) were in a book of business that was 400+ accounts, now they're in a book of business of what?
130
Why is a port denied?
Carrier refusal, wrong pin or account info, lack of ownership
What determines the price for Jerry in Auto?
How many cars per month
Bulk Messaging: Name 3 factors that effect Credit Consumption.
- Message type (SMS or MMS)
- Message length
- Emojis and special characters
- Sending country
- Number of recipients
Why is the T54W better than the T34W for high volume callers?
The T54W has a larger screen with more "Softkeys" (shortcut buttons) that allow users to more quickly access call parks, see more users in their phone book on a single page and access more options without navigating through multiple menus.
What is the name of the CSM manager?
Michael Edis
A customer just completed onboarding yesterday but requested another physical phone. Tomorrow when it is delivered, they need help setting it up. Who is responsible for helping the customer set up that new phone?
CSM
Who still works at podium currently that was on the Dallas field team?
Lacey, Austin, trey and Denver
How many states does Lacey not have customers in?
14
18% of emails are opened within the first 15 minutes of delivery. What is the percentage of text messages that are opened in the first 15 minutes of delivery?
97% of text messages are opened in the first 15 minutes of delivery
What are the options for a customer who wants to cancel mid contract?
1. Contract Buyout
2. Early Renewal Downgrade
Name 3 ways you can lose commission on a sale during onboarding.
1. Port isnt submitted within 30 days of signing
2. Cancellation request from customer
3. Customer unresponsive in onboarding
When would you send a FCC Threat? (Hint: it is onboarding related and Zachary will buy you lunch if you can answer)
When a carrier refuses to send a customer service record (CSR) aka when they are refusing to port