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 ...
Coaching Call Attempt Process
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...
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, ...
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 ...
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 ...
Salesforce Contact Accuracy
Confirm the clients current contacts during every Quarterly ROI Call
Verify:
a. Name-First & Lastb. Role/Titlec. Contact Orderd. Emaile. Phone Number (ask ...
Account Transfer Email Template
Dear NAME ,
I would like to take the time to introduce myself as your new Account Manager. I am looking ...
Coaching Call Attempt Email Templates
1st Attempt Email Template – Send on first working day of the month:
Subject: Quarterly Coaching Appointment RequestHello ,Hope you are ...
ACCOUNT UPDATE EXPECTATIONS
Account Update Expectations
Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...