New Model, who dis?
The changes being piloted are for teams in this/these service types
We have 3 Active JOs in my practice group with this client.
What is a Current Client
Instead of just a QC/EQC process, we're shifting to this adjusted approach.
What is the Customer Experience (CX) Program
To prioritize and organize my marketing activities for the new model, I go here to find lists of Companies.
Where is DOMO
A Prospect Client is one that has NOT done business with my practice group in this long
What is 2+ years or ever
This part of the new operating model was formerly referred to as Book Calls
What is Customer Experience (CX) Program
My practice group has never had an Active JO with this client.
What is a Prospect Client
I always visit my clients in-person within this many days of creating a new Job Order.
What is 14 days
This list shows current clients that appear to have fallen out of sync with customer touchpoint guidance.
What is the Past Due CX Companies card
I use this filter in the Unassigned Companies List to find and prioritize clients for prospecting
What is the Company Classification filter
Instead of 2 types of POC types on a Company, now there is/are this many
What is 1: Assigned
The only Active JO my practice group has had with this client wrapped up 6 months ago.
What is a Prior Client
For this 3-week assignment, I make sure to touch base with my client and candidate.
What is weekly
The companies I am assigned as POC are ranked in the Target/Assigned Companies card by this
What are signals
I can see more information + track progress being made with prospecting in the Unassigned Companies list by doing this
Instead of segmenting Targets/Assigned companies by Levels A, B, or C, we now use this
Company Classification (Current, Prior, or Prospect)
We've had several JOs over the years & the last Active JO in my practice group was 1.5 years ago with this client.
What is a Prior Client
For this long-term assignment that's going on its 5th month, I do this in addition to monthly touchpoints.
What is CV Monthly
The Unassigned Companies list gets generated at this frequency
What is monthly
This volume of weekly sales activity should be spent on prospecting
What is 20%
This client is one we're confident in consistently having contractors on billing for my Practice Group
What is an Assigned company
This client has 2 Active JOs with other practice groups right now and the last Active JO in my practice group was 3 years ago.
What is a Prospect Client
My active Job Order has just wrapped up and I am CVing with the client tomorrow. This additional follow-up measure in 30 days will complete the program.
What is a Regional/Market Director check-in call
The Unassigned Companies List excludes this classification of client
What is Current
The Unassigned Companies List consistently has this many companies per team member in my practice group
What is
‒ACS/CFA: 30 companies
‒RHC/RHMR/RHT/RHL: 15 companies