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 ...
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 ...
Employee Certification SOP
ODM will pay for 1 certification per calendar quarter
Senior Employees will be allowed to use 4 hours per quarter 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 ...
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 ...
Content Tools
Content Tools:
Bitly - https://bitly.com/
shorten URLs when needed for post copy character restrictions
Can hinder SEO value
Provides reporting on link clicks
Google Marketing ...