Warm Sales Transfer SOP
An Optimize Territory Sales Representative sells a new client on our services.
The new client begins the Onboarding process.
Onboarding Initial Call ...
Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
Account Transfer Email Template
Dear NAME ,
I would like to take the time to introduce myself as your new Account Manager. I am looking ...
Adding Appointment link to a GMB profile
Adding in the Appointment Link:
Access your client’s Google Business profile from the Google Business profile Manager by searching for, and ...
2024 NAPA Gold Marketing Funds
NAPA Gold Certified shops can choose between two options with Optimize to fit their online needs
Facebook Advertisement: Promote your NAPA ...
Coaching Call Attempt SOP
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...