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Your Required Monthly Homework
Important:
Failure to provide these deliverables may negatively impact results and lead to the termination of our Partnership.
Follow these instructions below 👇
Sales Enablement Toolkit
This Sales Enablement Toolkit provides a clear, repeatable process for converting new leads into closed deals, from intake and discovery to presenting solutions and handling objections. Use these steps to stay consistent, follow up effectively, and move prospects confidently through your pipeline.
Nurture Leads
Nurturing leads on a regular basis is important and vital to success. Check in monthly to make sure you and your team are completing the necessary steps for lead nurturing.
Here are monthly recommendations that can make a big difference in the overall success of leads:
- ^Is someone assigned to respond quickly to new leads via any channel (calls, forms, social, ads, etc.)? If not, ask your Client Success Manager about our SMS service to help with this.
- ^Is someone accountable for ensuring leads don’t fall through the cracks?
- ^Do you track how quickly and how often leads are followed up on?
- ^What is your response time to new leads?
Media (Images & Videos)
- ^Have you captured new images or videos this month?
- ^Are they uploaded to the shared Google Drive folder, or somewhere else that has been communicated to your Client Success Manager (CSM)? If you're unsure, please contact your CSM to discuss.
- ^Quality images matter! Please upload clear, well-lit photos (think natural light, no filters, and clean backgrounds) so your Google Business Profile, website, and social channels look their best.
Google Business Profile Reviews
To verify your business on Google, you’ll need to complete the following steps: claim your listing, select a verification method (postcard, phone/text, email, or video), and enter the provided code or participate in a live review. With the addition of AI and new video review requirements, verification times have extended- expect a wait of several business days while Google checks the information submitted.
- ^Are you tracking progress toward the 90% customer review goal?
- ^Have you implemented a system to collect new reviews?
- ^Has someone monitored and responded as necessary to new reviews?
- ^Are you routinely analyzing review content for recurring themes to improve your service?
SEO
Strong SEO drives free traffic to your website 24/7, establishing your credibility, while competitors who ignore it remain invisible to potential customers searching for your services.
ScaleCRM
ScaleCRM is your one-stop shop for your leads and contacts. Regular check-in to the system is important to stay on top of nurturing and maintaining contact. Be sure to check the helpful links below.
- ^Have all team members been trained or do you need additional training this month?
- ^Are you checking opportunities in ScaleCRM on a regular basis?
