Coaching Call Attempt Process Answer:
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...
Coaching Call Attempt SOP Answer: Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...
Website Update Case Checklist Answer: Include all in one update case with appropriate heading – Q1 updates, February Updates, Spring Updates, Etc.
Include images or graphic ...
Coaching Call Attempt Email Templates Answer:
1st Attempt Email Template – Send on first working day of the month:
Subject: Quarterly Coaching Appointment RequestHello ,Hope you are ...
Salesforce Contact Accuracy Answer:
Confirm the clients current contacts during every Quarterly ROI Call
Verify:
a. Name-First & Lastb. Role/Titlec. Contact Orderd. Emaile. Phone Number (ask ...
AutoNet TV Cancel Answer:
Put AutoNet TV product into cancel and fill out the cancel event. Please see here to follow the steps for ...
TireConnect – New Sale Answer: 1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
TireConnect – Upsell Answer: 1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
Content SOP Answer: An SOP describing the best practices of content, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks ...
Go Live SOP Answer:
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
BlueTie Email – New email with Enterprise already created Answer:
Website Update is needed. Double check the subscription product in Salesforce
Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout
Click on Enterprises on the left-hand corner ...
Employee Certification SOP Answer:
ODM will pay for 1 certification per calendar quarter
Senior Employees will be allowed to use 4 hours per quarter of ...
AutoNet TV – Upsell Answer:
Create the product in Salesforce. Please reference here on how to create a product
Fill the form out from Optimize Garage: ...
AutoNet TV – New Sale Answer:
Create the product in Salesforce. Please reference here on how to create a product
Fill the form out from Optimize Garage: ...
Quick Tasks Q&A Answer:
Can I set these up for reoccurring tasks?
Not currently. This is set up to just quickly log an action that ...
ACCOUNT UPDATE EXPECTATIONS Answer:
Account Update Expectations
Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...