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, ...
Upsell Strategy, Tips, and Tricks
Upsell Strategy
Build personal relationships
Rapport, rapport, rapport!
A true desire to help a client goes a lot further than a magnetic personality
Prepare ...
Yelp Recommended Language and Talkpaths
INSTEAD OF
WE RECOMMEND
“When you’ve had a successful relationship with a client, email or text them asking for a review of your ...
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 ...
NAPA Gold Funds - Internal Process
Gold Fund Products & Service implementation
Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ )
Open Member Site > Gold Program ...
Proposed Subscription Products
Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage ...
Client Referral Credit SOP
If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a ...
WHAT IS CO-OP?
Funds earned by the dealer through their tire programs (Michelin/Bridgestone/Conti) that they can utilize through reimbursement.
This is mostly used by ...
TireConnect – New Sale
1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...