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 ...
TireConnect – Upsell
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 ...
Employee Certification SOP
ODM will pay for 1 certification per calendar quarter
Senior Employees will be allowed to use 4 hours per quarter of ...
Client Referral Credit SOP
If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a ...
Tire Pros IO Process
Tire Pros IO Process
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if ...
Tire Pros IO SOP
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if there is any ...
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 ...
Content SOP
An SOP describing content best practices, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks and Service ...
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 ...