ACCOUNT MANAGER
There´s no account manager in the CRM, when should I book the meeting for?
A) In 3 Weeks
B) Do not book the meeting until there´s an AM.
C) In 2 Weeks
D) In at least 7 Days Time.
C) In 2 Weeks, not any less. Then contact Rebecca with the site ID and wait for her to confirm the AM.
How do you access the AM´s calendar to decide on a time/date for your WHO?
Copy Paste the Link from the Calendar Link on the CRM
What´s the earliest time frame to book a WHO in?
1 Weeks Time
Where can I find the account manager´s email?
On the CRM - the rep name listed on site level is the domain of the rep´s email.
i.e. "wielliot" = wielliot@google.com
How long is the execution?
30 Minute Block
What´s the latest time frame to book a WHO in?
4 Weeks
Account Manager Has No Ability - What do we do?
Open the Rocker File - Follow Link and fill in Request Account Manager excel.
What do you title the invite?
Google + Company Name + Topic of Interest
The Prospect and AM have shown up to your execution, nice! What do you do next?
The Account Manager doesn´t speak the native language for the WHO with. What do you do?
Open the Rocker File - Follow Link and fill in the Request Account Manager excel for a new AM.
Do we create the invitation directly from the AM calendar or create it in our own calendar?
We only use the the AM calendar to see visibility, create a NEW invitation on your OWN Google calendar.
When should you fill in/update the WHO panel?
A) When you get the lead.
B) When there is a reschedule.
C) When there is a cancelation.
D) When anything changes at all.
E) All of the Above
E) ALL OF THE ABOVE! Update the WHO panel in real time to make sure it is always up to date.
Today is Monday! Your Execution is on Wednesday. The AM still has not accepted the invitation - what do you do?
Cancel the Meeting Invitation. If there is no response 2 days before - cancel the invitation.
When can I add the AM to the invitation?
Only once Alice has confirmed in the Google chat that the lead has been delivered and given the green light.
What are the main three things to stay on top of with Google Admin?
Invitations, WHO Panel, WHO Tracker
When we stay on top of these 3 things, everything will be smoother than ever!