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  Proposed Subscription Products
  Create a Subscription Product any time you identify or pitch a proposed upsell for a client. Upon creation, move the Stage ...
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  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 ...
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  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 ...
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  Multi-Location 2024 Package Optional Standard Ads Renewal Process SOP
  MULTIPLE LOCATION STANDARD AD BUDGET RENEWAL PROCESS Current multiple location clients with a Standard Meta Advertising budget have the choice to ...
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  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 ...
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  AutoNet TV Cancel
  Put AutoNet TV product into cancel and fill out the cancel event. Please see here to follow the steps for ...
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  Client Referral Credit SOP
  If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a ...
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  What happens if a client claims the wrong product (e.g., rep management instead of ads)?
  If the wrong product is claimed, adjustments can be made internally only at the start of the product. Once the ...
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  What options does a client have if they want to cancel services?
  If a client asks to cancel services, their gold fund product can be a stand-alone product. If the product is ...
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  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 ...

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