Finance
What is the order of who or what gets paid first by the client?
What is:
1.Taxes
2. People [Payroll]
3. PRIME Vendor(s) ie. COGENT
You've just got a NEW GO! Congratulations! When should you think about submitting your travel request?
What is immediately after getting assignment.
What is the most important aspect of this role?
What is have fun?
What is the level of energy you should have ...
What is more than the client?
When my schedule changes I should notify?
What is my PA?
How often do you submit your expense report?
What is weekly?
What do you leave in your rental car?
What is nothing? [Laptop, backpack/briefcase, client financials/documents ect.]
Who is copied on all correspondence?
What is CONSULTING-MD@cogentanalytics.com or INNOVATIVE-MD@cogentanalytics.com
[Internal] = CC
[External] = BCC
What is the action you should take when the client or client employees ask to go for drinks?
What is politely decline?
When you don't know the answer, or the right question to ask or aren't sure about something ...
What is ask questions, seek clarity?
What is the terms for payments on invoices?
What is due on receipt?
This goes especially for invoices sent during REMOTE/OFFSITE weeks where we are not there to physically collect a payment.
Who is the first person you should call when there is a travel emergency over the weekend?
What is Cain Travel?
Everyone MUST update their AD/PA alongside calling CAIN.
Who is Cogent?
What is we are one?
BDC-RVP-ANALYST-ROB/CALEB-AD-PA-PD-PAT-PROFESSIONAL SERVICES [ABACUS/MKTG/BIZ DEV]
When a Tesla is sitting on the lot when going to pick up your rental you should?
What is not upgrade your rental to the Tesla?
Bonus Points:
What is the WHY behind it?
How often should you communicate and strategize with your Professional Services team and your PAT?
What is multiple times a week?
When shipping a FedEx packet the correct shipping option would be?
What is Standard 2 Day shipping?
You should ONLY ever Priority OVERNIGHT a packet IF you've gotten approval/authorization from your PA/AD.
What you drop off before you go to the airport?
What is a FedEx package?
[Traditional] Signed WPR, Invoice, Survey and Payment
[Innovative] Payment Plan Checks
When is ClickUp updated?
What is daily?
How long have you been working for Cogent?
What is answer based on your experience as a whole?
What you need to have when having a difficult conversation with a client?
What is courage?
Will also accept: What is a clear strategy?
My client hasn't signed the invoice or provided payment and flight is an hour you should?
What is not leave site until I have payment/payment plan/signed checks in hand?
Collection process should happen much earlier in the day to avoid/handle any issues that may arise vs waiting until the last hour of the last day.
When do you book your own flight?
What is NEVER
[Only exception is through CAIN during a travel emergency AND with Travel Team support]
What does the end of the week look like?
[Traditional] What is signed invoice, signed WPR, payment collected, dailies submitted, updated ClickUp?
[Innovative] What is clean collections, signed WPR [if applicable] and/or Offsite Daily, updated Timesheet, updated ClickUp?
[Professional Services] What is updated ClickUp and Fulcrum?
What is dress code when onsite with the client?
What is one level up?
How do you respond when there is any misalignment with any Professional Services during a client call?
What is seek external communication by not calling it out in front of the client?
Laura is your go to person for support.