LL - Outbound Sales - Getting Started & Managing your time
- At the start of your day - log in to TCP
- Announce yourself in the SalesTeam Channel
- Access the lead list
- Make calls
- In Zoho Tag each with your team tag and your name to identify them as your lead
- In Zoho make a note for each person you call
- Don’t forget to use your affiliate id number orders you place in Zoho so you get credit for the sale
- Set a follow-up task to call the customer back to place a new order
- Check your HelpScout box for email replies and voicemail messages
- Fill out your sales tracker for the day
- Log out in TCP
- Say goodbye in the SalesTeam Channel
*(see sales guidelines for additional info)
When viewing you should:
- Choose a lead and add the appropriate tags for lead tracking purposes.
- Look up the customer and order details, read notes, prepare your offer
- Call the customer
- If you speak to the customer live all you need to do is make a note in zoho afterwards and set a follow up call (if you want to send a follow up email you can - this will help build rapport)
- If any customer service requests come up during your call, add them to the slack channel and the TL will help get them resolved.
- If the customer places an order, make sure to set a follow up task to call them back towards the end of their supply.
- If you do not get the customer on the phone, note into zoho, and try them back, up to 5 times. You may also send an SMS to introduce yourself as their wellness coach calling about their order.
- Move to the next call