SOPs
Every SOP in this offer. Reps see only the ones written for their role.
These are the SOPs as first written. Nobody has edited them in the portal yet.
Start here
4 SOPsStart here — your login, and what you can seeHow to get in, what to do when you cannot, and which parts of the portal are yours.CloserDialerSales ManagerWhat the numbers meanThe words on every dashboard, defined once, so nobody is quoting two different things.CloserDialerSales ManagerWhere things land in SlackWhich channel is which, what posts by itself, and where humans are supposed to talk.CloserDialerSales ManagerThe offer, the prices and how people payWhat we sell, what it costs, the payment methods on file and what each one costs us.CloserDialerSales Manager
Dialer
3 SOPsClose CRM — the dialer’s dayYour queue, how to dial it, and the one activity you fill by hand after every call.DialerBooking a call — and making sure it happensGetting the call on the calendar, confirming it, and rescuing the ones that slip.DialerEnd of day — dialersThe two-minute end-of-day report: what to count, and what never to estimate.Dialer
Closer
4 SOPsThe closer’s day — from booked call to filed formWhat to do before, during and after a sales call, and the order to do it in.CloserThe post-call form — every sales call, every timeHow to file a post-call form, what each outcome means, and why a deposit is not a close.CloserDeposits, instalments and getting the rest of the money inWhy a deposit is not a close, and the form that records every payment after the first.CloserEnd of day — closersThe closer’s end-of-day numbers, and how they differ from the post-call form.Closer