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 ...
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 ...
Employee Certification SOP
ODM will pay for 1 certification per calendar quarter
Senior Employees will be allowed to use 4 hours per quarter of ...
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 ...
Proposed Subscription Products
Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage ...
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 ...