Who's on First?
I have a Smoking HOT opportunity I need to be added to Salesforce.
Ashley
Where should the light in the room be when on a zoom call?
I am an A client if my revenue is:
Greater than $25k
I am sending this proposal out once I…
Review with Ashley and she has sent to compliance
When do you send a hyperlink (instead of an attachment)?
A client changes their contact information. Who should be notified?
Anna Kate
When would you have Ashley schedule your zoom meetings?
It is for one-on-one days of education and using Bookings
How often does a C client receive an FBI report?
Every 3 years
A referral source reached out to Amy mentioning they have a lead for us. She asked Paul to take the meeting. Who gets the sales incentive?
Amy
What is the new naming convention for file saving?
What is: Year, Month, Day – File Name
Help! I have a client meeting tomorrow and have no idea where my book is! Who do I contact?
Your OM
5 tips for conducting a Zoom meeting
Dress for your day, mute yourself when necessary, look at the camera, light in front of you, smile, shut down teams/outlook, practice, hop on 10 minutes early,
How often do we do fee increases for clients?
Annual review and selection by advisors each year
Amy just earned a sales incentive… how and when will she get her dough?
On the first non-team incentive payroll AFTER the client pays their first FULL quarter invoice -
What is the difference between Plan Docs and Committee Docs?
I am out of town during the next team meeting – I better contact…
Amy
How do you get audio to play on your zoom meeting?
Select the Share Computer Audio checkback when selecting screen share
What client segments to OMs attend meetings for?
A and B (associates will go to Cs to build relationship for transition)
My client has asked for 4 days of onsite education per year. The minimum I will be charging is
$7,200
Where do you find the plan short name?
Master Special Handling
I have a prospect pricing question, who should I reach out to?
The fee guidelines document. If outside of the guidelines, must be approved by Doug
How do you get the outlook plugin for Zoom?
email Support@BlackInkit.com
I am a B client – the items I don’t receive compared to an A client are
404c and Board Summary
My client wants to move from 3(21) to 3(38), looks like we will be invoicing them ___% more
What is 10-20%
What is Master Special Handling?
Super intense scheduling document with all the most up to date details on client data