What year was Thumbtack founded?
2008
Explain the value of a success manager in 30 seconds or less.
A Thumbtack Success Manager is a strategic partner that aims to help you grow and scale your business through the use of the Thumbtack product.
How do you access Admin from Tack?
Demonstrate
Go into Contact and click on "Log in as User" or "View User"
Where can this pro find their Thumbtack balance?
karali@hammerandstrings.com
Click on the pro's picture on the top right corner
Select Payments
The balance should show there
If you need help with MixMax set up, which manager has access?
Jared McDonald
Who is the CEO of Thumbtack?
Marco Zappacosta
Where do you go in Tack to find the onboarding handoff notes?
On the Action Plan under action items their is a note section names "handoff notes"
What is the difference between the GAP and AP?
GAP is used to capture high level account information and overall strategy.
AP is what we primarily work out of. It captures our goals, milestones and open tasks.
What are the TWO main benefits of price assurance? (Hint: find best Guru card)
How many plays does Success have and what are they?
6
Value Prop
Targeting Preferences
Rank Better
Conversation Conversion
Expansion
QBR
What services is this pro, Said Sadeghi (50625900), currently signed up for?
Home Remodeling
Login as the pro and click "Services"
Success is part of which broader department at Thumbtack?
GTM
What three components make up the Pro Health Score?
Engagement, Revenue, Quality
Explain the difference between the 2 different types of direct leads.
Opt-in: A lead that does not match the pros targeting preferences and they'll be able to accept or decline
Exact match: auto charged lead because it matches the pros preferences exactly
Name 3 items we look for or recommend to rank better for our pros.
Profile Completeness
Background Check
Business Verification
Top Pro Qualified
Media
Unverified Reviews
Verified Reviews
GURU CARD: https://app.getguru.com/card/i5nGB6pT/Profile-Importance
What factors into the cost of a lead?
Type of job
Size of job
Number of pros available
What is one easy way to keep track of product feedback that needs to be submitted?
Make sure to call out "product feedback" during your call and then set up a filter in Gong to search for product feedback. This will allow you to search calls and submit the feedback following the call.
Which resource will show you your engagement (attempt % and engagement %) metrics across your Book of Business?
Tableau - Portfolio At a Glance
What does a pro need in order to qualify to be a Top Pro?
Average star rating (of verified reviews): 4.8
# of verified reviews: 5
75% of first-time contacts responded to within 4 business hours
Complete and pass a background check
Every other week, we host a company meeting - what is the name of this meeting?
All Thumbs
What are the 5 ranking factors?
1. Profile completeness
2. Targeting preferences
3. Reviews
4. Posting pricing
5. Response time & Rate
Please demonstrate how to make a phone call from the Action Plan. You can use Jared McDonald as the contact.
GURU card process:
Name 3 "My Pro Alerts" you could potentially see on your Success App home page.
Where can pros update the pricing for their services?
Go to Services
Click on the service they want to update
Click on Prices
Verify if pricing is "Live or Hidden" [Banner at the top]
Who are the managers in the success department?
BONUS: The 2 onboarding managers
Bryan Durrant
Jared McDonald
Brooke Brown
Jeanne Doty
Anna Kelley
Clare Peterson
BONUS: Dan Roby, Dong Le