Best in class lodging companies use an outbound approach to follow up with potential leads and book additional revenue. Here are the 5 steps to a successful outbound campaign from TRACK Pulse.
A ~15 sec. Process to Qualify Your “Inbound Leads” (& How to Comp your SDRs t...Sales Hacker
What You'll Learn:
- A 15-second process to weed out unqualified inbound leads & “tire-kickers”
- How to identify “sales-ready” leads & move unqualified leads to the “back of your radar”
- Why defining your ideal customer profile (ICP) is critical (and how to do it the RIGHT way)
- How to select the right variable performance measures & calculate OTE for your inbound reps
Example Call Center Work/Information Flow DiagramEquilibria, Inc.
There are bound to be times when your customer support team encounters a problem dealing with customers. You have no control over what customers say or do, but you do have control over how team members respond to questions or complaints in an efficient and productive way. With a combination of competent team members, well-written scripts and the right technology, your business can attract and retain happy and loyal customers.
Process maps (flowcharts) are one tool companies use to ensure team members know how to address customer support questions, escalate issues, and route calls. In this presentation, we begin with a process map given to employees working in a call center to screen job candidates. If you enjoy working with flowcharts, you’ll love this method to investigate your own customer service model. More process map templates are available for download at www.eqbsystems.com/shop. Thanks for watching!
Best in class lodging companies use an outbound approach to follow up with potential leads and book additional revenue. Here are the 5 steps to a successful outbound campaign from TRACK Pulse.
A ~15 sec. Process to Qualify Your “Inbound Leads” (& How to Comp your SDRs t...Sales Hacker
What You'll Learn:
- A 15-second process to weed out unqualified inbound leads & “tire-kickers”
- How to identify “sales-ready” leads & move unqualified leads to the “back of your radar”
- Why defining your ideal customer profile (ICP) is critical (and how to do it the RIGHT way)
- How to select the right variable performance measures & calculate OTE for your inbound reps
Example Call Center Work/Information Flow DiagramEquilibria, Inc.
There are bound to be times when your customer support team encounters a problem dealing with customers. You have no control over what customers say or do, but you do have control over how team members respond to questions or complaints in an efficient and productive way. With a combination of competent team members, well-written scripts and the right technology, your business can attract and retain happy and loyal customers.
Process maps (flowcharts) are one tool companies use to ensure team members know how to address customer support questions, escalate issues, and route calls. In this presentation, we begin with a process map given to employees working in a call center to screen job candidates. If you enjoy working with flowcharts, you’ll love this method to investigate your own customer service model. More process map templates are available for download at www.eqbsystems.com/shop. Thanks for watching!
The Must Have Blueprint for Sales ActivationEngagio
If there was one golden rule for any revenue team to follow it would be this: silos don’t work. They lead to inefficiencies, broken systems and problems at every level. It’s time to break down the barriers and align as one revenue team to focus on the right accounts. In this session, Sandra Freeman, Head of Strategic Marketing at Engagio, will discuss strategies and tactics to:
- Get buy-in from the entire revenue team;
- Work with sales to drive action today;
- Use technology to streamline manual activities; and
- Real-world examples and results.
Feebo is a comprehensive suite of webbased ERP modules consisting of Customer Relationship Management, Supply Chain & Relationship, Production Planning & Shop Floor Management, Quality Management, Human Resources and Finance Resource Management.
We also offer hosted ERP solution for companies whose employees are on the move and would like to access the ERP from anywhere, anytime. It would be a subscription based service with a monthly rental.
The Must Have Blueprint for Sales ActivationEngagio
If there was one golden rule for any revenue team to follow it would be this: silos don’t work. They lead to inefficiencies, broken systems and problems at every level. It’s time to break down the barriers and align as one revenue team to focus on the right accounts. In this session, Sandra Freeman, Head of Strategic Marketing at Engagio, will discuss strategies and tactics to:
- Get buy-in from the entire revenue team;
- Work with sales to drive action today;
- Use technology to streamline manual activities; and
- Real-world examples and results.
Feebo is a comprehensive suite of webbased ERP modules consisting of Customer Relationship Management, Supply Chain & Relationship, Production Planning & Shop Floor Management, Quality Management, Human Resources and Finance Resource Management.
We also offer hosted ERP solution for companies whose employees are on the move and would like to access the ERP from anywhere, anytime. It would be a subscription based service with a monthly rental.
Imagine Going Backwards in Business From a Virtual Model to a Traditional Model " Once you understand the power of of a Virtual Model you cannot deny all the clear competitive advantages"
In the deeply rooted Trillion Dollar industry of Life Insurance and retirement planning, changes comes infrequently and often grudgingly slow. Steeped in tradition and a tendency for the status quo, the massive industry is shrinking at an alarming rate and faces a crisis to grow distribution and replace agents lost to turnover and retirement.
Virtual Financial Group VFG has broken the code on this industry-wide dilemma with a decidedly fresh solution. As with most industry revolutions in the past 20 years, the solution is via technology. VFG ‘s proprietary high tech platform, cutting edge tools and unique online model is a true game changer in the world of financial services distribution building. "Working 'virtually', whether it be from a home office or while on vacation, is one of the new freedoms we can all experience. And from a business perspective, no longer do we have to maintain high overhead costs for buildings or transportation. The VFG model becomes a 'win-win' for agents and industry alike,"
The online model is well suited to today’s ever-busy consumers, agents of every experience level and the industry’s quest for efficiency. Technology is integrated at all levels of the operation from marketing, recruitment and training to online sales presentations and eApps, adding speed and sizzle to an industry often viewed as antiquated. The high tech elements bring the once out-dated processes in alignment with the use of technology eagerly adopted by many consumers and industries during the past decade.
VFG – with its revolutionary assembly line process or "Tier System" – allows a new type of individual to enter into the lucrative financial services field on a full or part time basis. While potentially lucrative, industry can be daunting for new agents and a tedious learning curve faces many. By dividing tasks into marketing functions and management, then delegating the sales process to experienced financial consultants the new agents roles are simplified. They can rapidly become Licensed "Virtual Internet Marketers" and focus on simply driving Internet traffic. Using a revolutionary online marketing system and automated follow up tools this fast track allows faster start up, shorter learning curve and opens the door to many who may otherwise be left behind. Additionally the model allows for rapid nationwide expansion and market reach with minimal costs instead of the high overhead slow growth approach of a brick-and-mortar business.
Virtual Financial Group celebrated their first year success and launched 2015 with an all-star cast of industry leaders in their revolutionary 3D online Virtual Convention Center. Attendees and speakers at this premier event included cutting edge technology companies, renowned authors, marketing mavericks and industry legends.
Speakers and contributors at VFG’s Virtual Conventions have included Tim Wallace CEO ipipeline, Lisa Farrell CMCMO 6connex, Patrick Kelly author “The Retirement M
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
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Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
5. Tier 1/Contact - Inviter
Tier 1/Contact should only be 5 minutes –
Don’t try to sell over the phone!
• Invite your guests and prospects to our recorded 8 & 29
min videos
• All sources! Warm market & referrals, cell phone contacts, Lead
Wizard, social media, job boards, insurance agent lists, lead
lists, etc…
• Send Email #1 (or #6 for Reference Call)
• Get commitment as to when they will watch; set appointment!
6. Tier 1/Confirm - Inviter
Tier 1/Confirm should also only be 5 minutes –
Don’t try to sell over the phone!
• Follow-up LIVE using our CRM & 3×3 to confirm that they watched
BOTH the 8 & 29 (or 4 & 29) minute videos
• Schedule ABC Call (“Tier 1/ABC”) on Manager’s calendar – 1/2 hr.
interval
7.
8. Tier 1/ABC – Manager or Experienced Inviter
Tier 1/ABC should be 10 – 20 minutes
• Find out what they liked about 8/29 videos
• Find out what they want out of this (can’t be just Money)
• A, B or C
A = Ready to Get Started
B = Interested but has Questions
C = Not Now for VF but Sets Up Free FNA w/spouse
• If A, B or C isn’t clear… find out their interest level 1-10
Then you will know to set up:
A = Tier 2 (interest level = 10)
B = Send Email #3/VIP Live Demo (interest level = 6-9)
C = Tier 3 (interest level = 1-5)
D = Dump (turns down FNA offer or doesn’t qualify)
• If Tier 2 make sure they know the cost $189 non-licensed $159 licensed
• If VIP Live Demo, set follow up time (Commitment Call “Tier1/Commit”)
• ANYTHING else is a waste of time!
9.
10. Tier 1/Commit – Manager or Experienced Inviter
Tier 1 Commit – if they were a 6-9 and watched the
VIP Live Demo (5-15 minutes)
• What did you like most about the Video?
• Again, what would they want to get out of this (cant be just Money)
• Now it's either:
Tier 2 – Startup (schedule it, remind about startup costs)
Tier 3 – Free FNA w/ spouse (schedule it, edify consultant)
Dump
• ANYTHING else is a waste of time. It's NOW or NEVER!
11.
12. Tier 2 The Start Up Enrollment – Manager
Tier 2 Start Up Enrollment should take 45 – 60 minutes
• Join.me must be on (Manager controls sign up)
• Register them with VFGpro.com $19.95 & $39.95 Monthly or $179 Annual
• Enroll with Steps 1-3 into Virtual Financial
1. Register them on Email List & Virtual.Financial Environment for Tues 6pm & Sat 8am PST Webinars
2. Sign up in ExamFX.com if needed $29.99 (use email address mikeceo@gmail.com for discount)
3. Register them into Virtual Financial/WFG $100 & get their Code #
• Set Specific Time for New Rep to Watch the Entire Fast Start School prior to the Tier 3 FNA (must watch
the Fast Start School in the next 12 to 36 hrs)
• Schedule appointment w/Financial Consultant for Tier 3 FNA Financial Needs Analysis & Schedule on
Consultants Calendar. Set reminder in CRM record.
• After scheduling FNA with Consultant you MUST show The Fast Track & 3 ways to SVP. Always make
this the last thing you do. They will remember.
• Hang up, then call Inviter (alone) & inform them they must immediately get licensed and appointed
(Transamerica Life & Transamerica Premier) in new rep’s state. Emphasize: Be on Tier 3 (65% vs. 50%)
• Add additional notes in Reps file: goals/dreams and what Path (Standard or Fast Track) they are
committing to. ALSO: Note that you informed Inviter that they must immediately get licensed.
13.
14. Tier 3 FNA - Consultant
Tier 3 FNA takes 45 – 60 minutes
• Financial Consultant was assigned through VFGcontact.
• Husband & Wife must both be present & Rep must have viewed entire Fast Start School
video Prior to Tier 3
• Consultant congratulates them on promotion path (track) they chose.
• Builds rapport and collects info for the Financial Needs Analysis (FNA)
• Schedules Tier 4 “CRM” on Manager's calendar & Tier 5 “Client Recommend” on
Consultant’s own calendar
• Informs Rep they'll need a gmail address and know their gmail password for their Tier
4 call.
• When done with FNA Consultant enters Tier 4 and Tier 5 dates at bottom of CRM record
• Consultant enters detailed notes as to suitability/feasibility of personal plan(s) and
his/her expectation as to whether the new Rep is likely to be able to qualify for their
chosen track based on personal/family points – types of plan(s) and points anticipated.
This is hand-off back to the Manager.
15.
16. Tier 4 CRM – Manager
Tier 4 CRM should take 45 – 60 minutes
• Ask how their Tier 3 call w/ [consultant name] was. (Isn’t that great thing we’re doing for people?)
• Get their “Why”… in detail. Relate it to the Fast Track – how that is instrumental in creating the future they
desire. (Review Fast/Standard Track if necessary.)
• Remind them that a suitable plan for themselves and/or family will count.
Based on Consultant’s notes, determine whether it looks like they will need outside referral(s) for points
• Setup Marketing System > Configure Site w/code#, etc. + photo & social media links.
• Register them for CRM (VFGcontact.com).
• Show Rep > Edit My Data (set VFG Homepage Link) & other tabs at top. Assign CRM Tutorials.
Add Tues & Sat webinars + Team Meetings as recurring events on their calendar
• Show Lead Wizard + other 2 ways Contacts are added: Opt-ins & via Add Prospect
• Add at least 2 names they know – emphasize the importance of people closest to them!
Assign adding as many names as possible between now and followup
• Teach them how to use all 6 of the company email-templates in VFGcontact.
• Explain you will show strategies (Ref Calls / videos to ABC) & putting calls on Manager’s calendar on Follow-up.
• Schedule the Tier 6. This needs to be on a different date, within 24-48 hrs – but should be after Tier 5. Advise
what they need to do before then (next slide).
• Add additional Notes about Rep - goals and dreams, and what Track they have committed to
17. Tier 4 CRM – Manager …(continued)
Steps that MUST be done before CRM Follow-Up with your Manger
• Must have at least 10 contacts loaded and ready (more is better!).
MUST contain ALL contact info (anything missing, it’s not officially a contact)
• First and last name
• Phone
• Email
• State they live in & time zone
Add Manager Agent Number
• This is important – so the manager gets the messages/notes
• Update Record, and Refresh, must be done before next step
• You’ll know you’re ready when you see the “head icon” under the agent number
Add Notes to the Contact
• How you know them
(need details, “friend” is not a detail, how long, how are you friends, etc.)
• Marital status, children, etc.
• Occupation (theirs, spouse), other info about them. (It can never be too much!)
• Be sure to click on pencil icon, Update Record, and Refresh
(this sends note to Manager)
18.
19. Tier 5 Client Recommend - Consultant
Tier 5 Client Recommend should take 45 – 60 minutes
• Consultant uses Join.me Screen Share Technology to meet with Clients online “Collaborative Sales”
• Consultant is Experienced in our Product Portfolio, The FNA Software & Tier Process,
Sales Skills, the VF CRM & System & iPipeline
• Reviews the Tier 3 Financial Needs Analysis with Client & Spouse
• Rep has 10 Days from Tier 4 CRM to complete $300 in Monthly Premium
(3,600 points min) Exchange/Training Sales (or 7 Days for 1,000 points)
• If Rep in Company, let them know that a Suitable plan for them can be counted towards
their $300 Monthly /3600 Point Total for the Fast Track Promotion Qualification
• If application(s) have been submitted, note types and points at bottom of record
• Adds detailed notes about type(s) of plan(s) and points in Notes field – Hand-off to Manager!
• Stays in communication with Clients to keep them aware during process & underwriting
(Thank you cards, emails, Calls)
• Keeps the Financial Inviter & Manager current by writing detailed notes in the Rep’s/Client’s record
20. Tier 6 CRM/Follow-Up – Manager
Tier 6 CRM/Follow-Up should take 45 – 60 minutes
• Confirm that there are 10 contacts loaded and ready.
• Show Character Reference script, explain Tier 1/ABCs & show setting those calls on manager’s calendar
• Phase 1 completed or not? (This is very important to know.)
If NOT completed:
Begin asap, to secure the 3,600 pts before the 10 days expires. (Reset Start Date to today.)
Manager and Inviter review and decide on the proper path to connect with each person: Character Reference, Direct call and
set ABC for Manager, etc.
If completed:
Manager and Inviter review and decide on the proper path to connect with each person: Character Reference, Direct call and
set ABC for Manager, etc.
If Licensed: Rigorously work at completing Phase 2.
If Not Licensed: Continue lining up prospects while studying for exam.
• Direct new rep to 10 Steps to Unlimited Success
• When Phase 1 completed, give password to VF University
• Steps new rep through Create Password on mywfg.com & Bolt referral
If Client only: Emails Inviter to do a Bolt referral for the Client (need physical address)
• Licensed Rep: Provide appointment instructions & inform about AML.
Inform re: California, Florida & Texas
• Go to bottom of Rep CRM file and Start their 10 Days Countdown for Fast Track.
• ALWAYS make the 10 Day Countdown the last thing they see, so they will remember!
21. VF Language to Success
Do this over and over and over again and it will become very
easy and you will get very good at it.
Remember Wealth will follow if this is done the same every time.
The biggest mistake people make is that they don't stay with it
long enough and are constantly changing it.
Don't let your Mind fool you into doing this.
Watch your Life change forever Financially.