Goals and expectations are set as a minimum requirement. Your success will be found when you exceed these
numbers. These goals and expectations are subject to change, as our business, digital marketing best practices,
and client needs change.

Account Consultant Team Mission Statement:
Create long-term, trusting relationships with our clients by providing excellent, honest, and transparent customer service. We help our clients’ small businesses grow and succeed online through assisting them with their digital marketing needs and concerns by taking an educational approach to finding solutions. Oversee and retain a portfolio of assigned clients, discovering upsell opportunities and Team collaboration to best fulfill clients’ services.

• Talk Time expectation monthly, based on account portfolio:

• 90 – 100+ Accounts = 8 Hours
• 70 - 89 Accounts = 7 Hours
• 50 - 69 Accounts = 6 Hours
• 30 - 49 Accounts = 5 Hours
• 10 – 29 Accounts = 4 Hours
• > 10 Accounts = 3 Hours

Quarterly Coaching Calls Completion rate = entire Focus List for the month:

• 1st week of month - All 1st appointment setting attempts met
• 2nd week of the month - All 2nd appointment setting attempts met
• 4th week of the month - All 3rd appointment setting attempts sent on 3rd to last working day of the month
  • Complete the corresponding Q Call Case in Salesforce per the Quarterly Coaching Call Attempt Process SOP by the end of the last working day of the month.

Upsell Goal Requirements:

• 1st 90 days on the floor or > 30 Accounts = $1,000 per month goal
• 30 + Accounts = $2,000 per month goal
  • Goal is calculated using “Subscription Amount” + “Setup & Design Fee Total”
  • Monthly commission payout is based on “Setup & Design Fee + Value of the Sale Rollup” total
    • Commission equals 10% of the “Setup & Design Fee + Value of the Sale Rollup”
    • Commission will be paid out residually on the last pay period of the following month
• Week 1 – 25% completion due (Focus on getting appointments scheduled for the month and finding opportunities)
• Week 2 – 50% completion due (1 new proposed product or $1,000 or $500 (employees within 90 days) in upsell)
• Week 3 – 75% completion due (2 proposed products or $1500 or $750 (employees within 90 days) in upsell)
• Week 4 – 100% completion due (100% of upsell goal met)

Commission/Pay Structure:

• Portfolio Value (based on “value of the sale rollup” dollar amount) Commission Structure
  • If holding $210,000 or less, you will receive 2% commission of your total revenue
  • If holding $210,001 or higher, you will receive 3% commission of your total revenue
    • Commission is paid on the last pay period of the following month

Our hourly raise structure:

• $18.50 starting hourly wage
• $19 hourly wage when 30 accounts are achieved and maintained
• $20 hourly wage when 60 accounts are achieved and maintained

Retention Requirements:

• Must follow Cancellation & Non-Pay Process - New SOP steps and timeline
  Make sure final cancellation products are completed before the end of the month that their paidthrough date lands in

Quality Assurance Requirements:

• Scorebuddy QAs must be fully completed within the noted timeline on the corresponding form

If you are committed to your success here at Optimize Digital Marketing, these numbers are very realistic and
the opportunity to exceed these goals is apparent.