Full Time
$5 an hour
TBD
Jan 16, 2020
I need someone that can run sales for me. I currently use Credit Repair Cloud. I have an automated
My current SOP
Sales Specialist Job
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REACH OUT TO NEW LEADS
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Sales
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IN MEMO SECTION FOR EACH LEAD (PLEASE PROVIDE SUMMARY OF WORK DONE)
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AFTER RECEIVING LOGIN INFO FROM CLIENT INPUT FOR AUDIT TO SEND CONSULTATION TO LEAD
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SEND CONSULTATION TO LEAD WITH PROPOSAL
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ONCE LEAD ACCEPTS PROPOSAL SEND
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EDIT PROFILE TO TRANSITION LEAD TO CLIENT AND ACTIVATE PORTAL ACCESS
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KEEPING TRACK OF EVERYONE'S DAILY TASKS
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ADDRESSING ANY CLIENT CONCERNS
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MAKING SURE SALES TEAM IS PRODUCING SALES
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REMOVING LEADS AFTER 30 DAYS OF SIGNUP
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ASSIGN LEADS TO SALES SPECIALIST
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MAKE SURE SALES TEAM CLOCKS IN AND OUT (HUBSTAFF)
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Add section
CREDIT REPAIR CLOUD PLAN (Sales plan/Conversion)
Leads
Once a lead is received they will be
Once credit monitoring details are received a “1 click import audit” audit will be done and the consultation will be sent to the lead.
After the consultation is sent to the client via
Active campaign will be set up at a later time and all leads will be in the Active campaign
Consultation phone call if needed. Follow up via
Discuss and clear up the payment plan or one time invoicing.
Once payment is received and all questions are answered all clients will be upgraded to client status
Being upgraded to a client is dependant on receiving the first payment.
Active campaign will be set up at a later time and all prospects will be in Active campaign
Onboarding process needs to be completed with the help of the sales
***Credit Repair Cloud Knowledge is a must.
***Knowledge of how to transition the "lead" to a "client" is a must.
***Knowledge of the steps of Client Onboarding is a must.
***Knowledge on how to send the client the Chargebee payment plan is a must
***Sales Experience is a must.
***Slack will be used for communication with the team.
***Asana will be used in S.O.P's.
***Must be able to talk clearly on the phone.
I'm looking for someone for the long term that can help me create S.O.P's and structure everything to build a 5 person sales team. I'm looking for someone that has been doing sales and everything I asked for above consistently.
A lot of leads come to me wanting to be clients. Closing is easy. The more you close the more I pay you. As a rule of thumb if someone has late payments on open active accounts that are within the past year I will not take the client. All other negatives on credit reports I can remove easily.