1. An Optimize Territory Sales Representative sells a new client on our services.
2. The new client begins the Onboarding process.
   
   1. Onboarding Initial Call – Complete
   2. Onboarding chatters @Ann Dailey that Initial Call Complete, Ready for account assignment
   3. Within 24 hours of the Onboarding Team’s chatter, the Account Consultant should receive notification of account assignment
   4. Once the Setup process is complete, the Onboarding Team will chatter this information to the AC and Sales Rep. along with any
      outstanding action items they were unable to complete including instructions to assist with completion.
3. The Sales Rep. schedules an Introductory call with the Account Consultant, Sales Representative, and client.
   
   1. The Sales Rep will reach out to the client within 48 business hours for the first appointment setting attempt after the account has been
      assigned an Account Consultant.
   2. Three appointment setting attempts by the Territory Sales Representative within 3 business days will be completed before the
      Account Consultant moves forward with the next step.
   3. If TSM is unable to complete attempts, the AC must complete these attempts.
      1. Account Consultant will attempt 1 phone call on the 4th business day.
      2. If by the 4th business day/attempt no progress has been achieved, the Account Consultant will send Intro/Go Live
         Email and follow the Go Live SOP step #4.
   4. Sales Rep. will email (using approve email template below) the Account Consultant, ACDM Team Manager and Sales Team
      Manager the time and date of appointment set, and the AC will send out a Zoom Meeting invite for agreed upon time to client and
      Sales Rep (will use Salesforce calendars to verify time options)
4. Schedule Intro. Meeting and include a Zoom Meeting link, all Intro Meetings should be via Zoom Meetings and utilize a screen share.
   
   1. Warm Transfer Appointment Email Template to Account Consultant from Sales Rep must include the following:
      
      1. Point of contact name and title:
      2. Best phone number:
      3. Email address:
      4. Date and time & time zone of intro meeting:
      5. AC Zoom Meeting Link:
5. Intro Meeting - walk through content with the client, ask questions to confirm they approve of the branding, style, content focus, and if there is anything else they would like to add.
   
   1. During the Intro. Meeting, the Sales Rep. introduces the Account Consultant and recaps the client’s initial service goals from the
      sales process. The Sales Rep. will help the client to understand that the Account Consultant will be their main point of contact at
      Optimize moving forward.
   2. The Sales Rep. can either leave the meeting for the client and Account Consultant to complete tasks or if the Sales Rep. feels
      they can provide additional value to the conversation, they can continue to stay in the meeting until the Intro. Meeting process is
      complete.
      
      1. AC duties for the Intro Meeting include:
         
         • Complete the Questionnaire together
         • Create the client a Location User HQ login with the correct access
         • Go through HQ and present prepared content strategy
6. Once Intro meeting is completed the Sales Rep needs to chatter Sales Manager and ACDM Manager letting know the intro meeting was
   completed with client and AC.