Press PLAY
True or False: I get ONE metric point for every Greeter I call
False! The prospect will need to answer and convert to an opportunity!
Working a list with the title of "Account Creation > Federal Tax Setup" mean you're calling who?
Prospects who have confirmed their account, begun the onboarding process, but have stopped before completing their Federal Tax Setup.
Provide one reason when you would mark an opportunity as 'Closed Lost'
After five attempts, account is fraudulent or rejected, no valid contact information, or they have decided no on Gusto...
What are the plans we'll be selling?
Contractor Only, Simple, Plus, Premier
What do these call notes mean:
L3, NC, LVM
Third attempt calling a Lead, we didn't connect and left a voicemail.
True or False: I took a greeter off of the play button, I can take another before calling the first because I'm waiting for a phone number to populate
False! We can never take multiple greeters at once!
Where can I find the lists in order to assign myself one?
The SBOB Schedule, slacked when ready in the #sb-outbound channel
When should we be marking opportunities as sold/not sold
After every call - Any answer besides “I am going with Gusto” is a “not sold.”
True or False: Payroll migrations are only offered with the Premium plan
False!
What would the call disposition and notes be for the call below:
Fourth call to a 5EE company. You do not connect. They are 64% completed.
Voicemail: G4, LVM, NC
Name one of the two queues we select when dialing from the Play Button?
1) Lead Greater - Call 1
2) FY21Q4 | SBOB-SureveyGreeter 1 | Control
True or False: If I'm the first person online in the morning, I get to pick from any of the available morning lists.
False! You assign yourself to the FIRST available list in the morning.
True or False: You're on the phone with a prospect who has been sold on the Plus + Add on! They're currently on the Simple plan and are about to board a flight so they ask that you change their plan on the back end as they need HR support NOW! Because we are on a recoded line, and the prospect has asked you to do this, we can take that action on their behalf.
FALSE! Under NO circumstances can we upgrade a prospects account on their behalf.
What is included in the Plus + Add-on option and how much is it per person per month?
Priority support (Concierge line as today) and access to all the HR support via Mineral (same as concierge today).
$8/PEPM
What would the call disposition and notes be for the below call:
Fifth call to an opportunity. Prospect had a few questions and told you they are planning on running payroll for the end of the week (4/19). After answering their questions, they are thrilled and gave the verbal yes with finishing up onboarding and running their first payroll.
Connect: G5, CS, APD 4/19
We use the play button to reach our SLA, which is what?
90% of all new leads/prospects within 20 mins of signing up on Gusto.
What is the only list that will be assigned to you?
Catch-All/ OBH Greeters
If an opportunity has a disconnected phone number - what actions should I take in SFDC on the second attempt, when the call notes from the first attempt also say the number was bad?
mark the "no phone/ bad number" box in SFDC and mark the opportunity as "Closed Lost"
What does the acronym FAB stand for (in the fulfillment step)? Give an example!
Feature, advantage, benefit.
E.g. Feature = time tracking. Advantage = keeping everything organized in Gusto. Benefit = saving time + staying compliant in case of a dispute.
BONUS POINTS!!!
For DOUBLE points, name the 5 SBOB PEs!
Christina, Ethan, Moe, Maggie, Sophia
What is a unique requirement when logging a call from the Play Button?
you must include #yourinitials and G/L1
Name FIVE of the lists we could possibly be working in a given day
Oppty G1
Lead G1
MQL > Account Creation
Account Creation > Federal Tax Setup
Federal Tax Setup > APD Set
APD Set > Join
Missed APD
ADP Blasts
What do we need to ensure is filled out and / or ask on every connect to ensure we're qualifying opportunities properly?
Route To Market Field (RTM)
What would the monthly cost be for a company with 5 EE's paid bi weekly on the Simple, Plus and Plus Add-On plans?
Simple: $70
Plus: $140
Plus + Add-on: $180
What is the only time we would select "Save W/O Call" when logging call notes?
When we need to LTC (Log to Clear) because the prospect shouldn't actually be called.
(They've already ran payroll, are flagged as fraudulent or have been rejected or there is no number for the prospect).