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 ...
Content SOP
An SOP describing content best practices, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks and Service ...
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 ...
Client Referral Credit SOP
If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a ...
Reference sheet for the TireConnect Form
ODM Account Manager:
Who is filling this form out. This also is the person who put the product(s) in Salesforce
Lead Information:
Company ...
How to pitch Yelp products
Position ODM as a Yelp Partner and all of the things that come with it!
Dedicated Support (Peter Huber phuber@yelp.com)
Advanced Reports ...
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, ...
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 ...
Negative Review Responses
An SOP describing the standard for responding to clients’ negative reviews.
Screenshot the negative review and insert into an email to ...