
THERE IS NO NEXT TIME, IT'S NOW OR NEVER. BOOK YOUR SEAT
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Author: Blanche Baguhin (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
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Author: Blanche Baguhin (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
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Author: Blanche Baguhin (Sales VA)
Reviewer: Marlo
Description: If the seller provided the details that are important for us to come up with an offer, we need to tag it as “For Evaluation” inside PODIO.
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Author: Clark Torres (Follow-up Specialist)
Reviewer: Marlo Panimdim (Sales supervisor)
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Author: Clark Torres (Follow-up Specialist)
Reviewer: Marlo Panimdim (Sales supervisor)
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Select the correct campaign to dial
– Review all leads
* Match actual count of leads
– Resync campaigns
* Match actual count of leads
– Warm Transfer leads
* Open Podio link
* Review details
* Confirm missing information
* Verify best call back number
* Confirm motivation
– Transfer lead
– 30 day Campaign to dial
– Review all leads
* Match actual count of leads
– Resync campaigns
* Match actual count of leads
– Run new call session
– Warm Transfer leads
* Open Podio link
* Review details
* Confirm missing information
* Verify best call back number
* Confirm motivation
– Transfer lead
* Update podio lead
* Change ownership
* Assign to closer
Author: Jennefer Alum (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
Description: Create Drip Campaign templates and Update. Make sure we are updated and have options to generate the following text messages to all possible prospects, by creating Drip campaign it will automatically send a series of text messages once prospects/lead assign a set off triggers template campaign. Money is in the follow up!
Software: Launch control
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Author: Jennefer Alum (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
Description: To make sure we have data to text and organize them in a specific way/correct campaign market.
Software: Launch control
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Steps:
Importing campaign
Push the imported data to the created campaign
Recycling campaign
Author: Jennefer Alum (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
Description: Create Drip Campaign templates and Update. Check all LC’s score card result and do a weekly update on the Management Spreadsheet.
Software: Launch Control, Sales Report Spreadsheet, and LC Management Spreadsheet.
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Author: Mike Medallo (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
Description: Make sure to check all VA’s Log in and Log out time from Slack “va-leads-team” channel. Check all Login and Logout time and update the WFM Report. Send a Report every end of Cut-off day to have accurate Working Hours for all Sales VA’s
Software: Xencall, Sales Report Spreadsheet, and Workforce Management Spreadsheet.
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Author: Mike Medallo (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
Description: Sales Queue and Campaign Management. Manage Call queue for the team and make sure all Campaign is all good before it gets dialed by the Sales Team.
Software: Xencall
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Steps:Campaign Management
Author: Mike Medallo (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
Description: Update Sales Report from Xencall Data. Using the Data of Xencall, update Sales Report spreadsheets Daily and Monthly.
Software: Xencall and Sales Report Spreadsheet
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Campaign Management
Author: Michelle Campomanes (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
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Author: Michelle Campomanes (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
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Author: Michelle Campomanes (Sales VA)
Reviewer: Marlo Panimdim (Sales supervisor)
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Author: Eduardo Medina
Reviewer:
Description: Registration process for the BDB Mastermind, from first contact to full member.
Software/links: Mailchimp.com, Docusign, FB Group, JavierHinojo.com
Tags in Mailchimp: BDB Lead, Waiting review, Approved lead, Preknight, Premember, Knight.
Legend: “Tags”, {Emails templates}.
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GLOSARY
Approved for Preview: Has been approved to be a Preview but hasn’t paid yet.
Preview: A member that has paid (1k) for limited access and the right to attend to 1 Mastermind event.
Approved for Knight: Has been approved to be a Preview but hasn’t paid yet.
Knight: A full member for a year, has access to 4 mastermind events, the knightsbook and FB group. It paid 10k as initial payment and 1k for 12 months.
Ex-preview: Already assited to 1 mastermind event as a preview, can’t be a preview again. If it wants to assist again must pay full membership.
Honorary: Special invites that don’t pay a membership.
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