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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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • WHAT IS CO-OP?
    Funds earned by the dealer through their tire programs (Michelin/Bridgestone/Conti) that they can utilize through reimbursement. This is mostly used by ...

  • NAPA Gold Solution SOP
    Gold Fund Products & Service Implementation Client claims funds via NAPA Member Site (member.napaautocare.com) Open Member Site > Gold Program > Gold ...

  • AutoNet TV – Website Department Process
    The form will be filled by the person who sold AutoNet TV Kurt Barlow will email the website team when the ...

  • 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 ...

  • Yelp Recommended Language and Talkpaths
    INSTEAD OF WE RECOMMEND “When you’ve had a successful relationship with a client, email or text them asking for a review of your ...

  • 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 ...