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ENGAGE - The Playbook
THE PLAYBOOK
ADVISORYCLOUD - THE COMPANY
MEMBERSHIP TIERS & PURCHASING CHANNELS
INTRODUCING ENGAGE
DIGITAL ADVISORY BOARD KEY TERMS
ADVISORYCLOUD FOUNDERS & C-SUITE
MARKETING
REPUTATION MANAGEMENT
ENGINEERING
PRODUCT & DESIGN
FINANCE
HR/PEOPLE OPS
PROFESSIONAL EDUCATION
ADVISORY BOARD DEFINED
C-SUITE POSITIONS DEFINED
CEO
COO
CMO
CFO
CHRO
CTO
CRO
C-SUITE SKILL SETS
SEO Defined
SALES
B2C SALES PLAYBOOK
B2C SALES SCRIPT
FOLLOW UP CALL SCRIPT
INBOUND CALL SCRIPT
PERFECT PITCH RECORDINGS
FAQs
EMPLOYEE CONSOLE LOGIN
B2C CHECKOUT PROCESS
PERFORMANCE & CALL REVIEW SCORECARDS
WHERE TO GO FOR SUPPORT
RINGCENTRAL/PHONEBURNER ISSUE PROTOCOL
SECONDARY CLOSING LINES
G$ - TAKE TO THE WEBSITE CLOSE
TAKE TO LINKEDIN/PROFILE
CASE STUDY LIBRARY
INTERNAL DIGITAL ADVISORY BOARD METRICS
PROTOCOLS
CALL HANDLING & PHONE ETIQUETTE
INBOUND CALL SALES - RULES OF ENGAGEMENT
EMAIL OPT-OUT REQUESTS
HANDLING IT ISSUES
LEAD PROTECTION - RULES OF ENGAGEMENT
- NEW HIRE TRAINING MANUAL
SUCCESS PILLARS
PITCH: P'S OF DISCOVERY
PIPELINE: SALESFORCE
PROCESS: CALL PREPARATION PROTOCOL
AFTER THE SALE PROTOCOL
ONCEHUB & SCHEDULEONCE
RINGCENTRAL & PHONEBURNER
EXPECTED DAILY TASKS
ROOKIE MISTAKES TO AVOID
B2B SALES PLAYBOOK
B2B SALES SCRIPT
ADVISORY SERVICES UPSELL OPTIONS
B2B MANUAL PAYMENT PROCESS OVERVIEW
B2B SALES HELLO SIGN PROCESS OVERVIEW
MEMBER SERVICES
B2C ONLY - CUSTOMER SERVICES ASSOCIATE
PREMIER ONBOARDING EXPERIENCE
CANCELLATION POLICY & MEMBER RETENTION
SERVICE RECOVERY & ESCALATION POLICY
PROCESS VIDEO LIBRARY
B2B ACCOUNT MANAGER
B2B SALES PROCESS & RECORDING
B2B POST-SALE PROCESS
B2B PROFILE PREP
B2B ONBOARDING SCRIPT & CALL RECORDING
B2B COMPANIES
B2B SALESFORCE FIELDS
B2C/B2B KEY PERFORMANCE INDICATORS
B2C/B2B SOFTWARE AND SYSTEMS
SLACK
RINGCENTRAL PHONE
EMPLOYEE CONSOLE
Recurly Billing System
B2C/B2B STANDARD OPERATING PROCEDURES
CUSTOMER SERVICE STANDARDS
CASE TYPES & DEPENDENT REASONS
B2C/B2B CHECKLISTS
TICKETING SYSTEM
INBOX MANAGEMENT
How to Respond to Cases
UPSELL ADVISORY SERVICES
ENGAGE - The Playbook
THE PLAYBOOK
ADVISORYCLOUD - THE COMPANY
MEMBERSHIP TIERS & PURCHASING CHANNELS
INTRODUCING ENGAGE
DIGITAL ADVISORY BOARD KEY TERMS
ADVISORYCLOUD FOUNDERS & C-SUITE
MARKETING
REPUTATION MANAGEMENT
ENGINEERING
PRODUCT & DESIGN
FINANCE
HR/PEOPLE OPS
PROFESSIONAL EDUCATION
ADVISORY BOARD DEFINED
C-SUITE POSITIONS DEFINED
CEO
COO
CMO
CFO
CHRO
CTO
CRO
C-SUITE SKILL SETS
SEO Defined
SALES
B2C SALES PLAYBOOK
B2C SALES SCRIPT
FOLLOW UP CALL SCRIPT
INBOUND CALL SCRIPT
PERFECT PITCH RECORDINGS
FAQs
EMPLOYEE CONSOLE LOGIN
B2C CHECKOUT PROCESS
PERFORMANCE & CALL REVIEW SCORECARDS
WHERE TO GO FOR SUPPORT
RINGCENTRAL/PHONEBURNER ISSUE PROTOCOL
SECONDARY CLOSING LINES
G$ - TAKE TO THE WEBSITE CLOSE
TAKE TO LINKEDIN/PROFILE
CASE STUDY LIBRARY
INTERNAL DIGITAL ADVISORY BOARD METRICS
PROTOCOLS
CALL HANDLING & PHONE ETIQUETTE
INBOUND CALL SALES - RULES OF ENGAGEMENT
EMAIL OPT-OUT REQUESTS
HANDLING IT ISSUES
LEAD PROTECTION - RULES OF ENGAGEMENT
- NEW HIRE TRAINING MANUAL
SUCCESS PILLARS
PITCH: P'S OF DISCOVERY
PIPELINE: SALESFORCE
PROCESS: CALL PREPARATION PROTOCOL
AFTER THE SALE PROTOCOL
ONCEHUB & SCHEDULEONCE
RINGCENTRAL & PHONEBURNER
EXPECTED DAILY TASKS
ROOKIE MISTAKES TO AVOID
B2B SALES PLAYBOOK
B2B SALES SCRIPT
ADVISORY SERVICES UPSELL OPTIONS
B2B MANUAL PAYMENT PROCESS OVERVIEW
B2B SALES HELLO SIGN PROCESS OVERVIEW
MEMBER SERVICES
B2C ONLY - CUSTOMER SERVICES ASSOCIATE
PREMIER ONBOARDING EXPERIENCE
CANCELLATION POLICY & MEMBER RETENTION
SERVICE RECOVERY & ESCALATION POLICY
PROCESS VIDEO LIBRARY
B2B ACCOUNT MANAGER
B2B SALES PROCESS & RECORDING
B2B POST-SALE PROCESS
B2B PROFILE PREP
B2B ONBOARDING SCRIPT & CALL RECORDING
B2B COMPANIES
B2B SALESFORCE FIELDS
B2C/B2B KEY PERFORMANCE INDICATORS
B2C/B2B SOFTWARE AND SYSTEMS
SLACK
RINGCENTRAL PHONE
EMPLOYEE CONSOLE
Recurly Billing System
B2C/B2B STANDARD OPERATING PROCEDURES
CUSTOMER SERVICE STANDARDS
CASE TYPES & DEPENDENT REASONS
B2C/B2B CHECKLISTS
TICKETING SYSTEM
INBOX MANAGEMENT
How to Respond to Cases
UPSELL ADVISORY SERVICES
More
THE PLAYBOOK
ADVISORYCLOUD - THE COMPANY
MEMBERSHIP TIERS & PURCHASING CHANNELS
INTRODUCING ENGAGE
DIGITAL ADVISORY BOARD KEY TERMS
ADVISORYCLOUD FOUNDERS & C-SUITE
MARKETING
REPUTATION MANAGEMENT
ENGINEERING
PRODUCT & DESIGN
FINANCE
HR/PEOPLE OPS
PROFESSIONAL EDUCATION
ADVISORY BOARD DEFINED
C-SUITE POSITIONS DEFINED
CEO
COO
CMO
CFO
CHRO
CTO
CRO
C-SUITE SKILL SETS
SEO Defined
SALES
B2C SALES PLAYBOOK
B2C SALES SCRIPT
FOLLOW UP CALL SCRIPT
INBOUND CALL SCRIPT
PERFECT PITCH RECORDINGS
FAQs
EMPLOYEE CONSOLE LOGIN
B2C CHECKOUT PROCESS
PERFORMANCE & CALL REVIEW SCORECARDS
WHERE TO GO FOR SUPPORT
RINGCENTRAL/PHONEBURNER ISSUE PROTOCOL
SECONDARY CLOSING LINES
G$ - TAKE TO THE WEBSITE CLOSE
TAKE TO LINKEDIN/PROFILE
CASE STUDY LIBRARY
INTERNAL DIGITAL ADVISORY BOARD METRICS
PROTOCOLS
CALL HANDLING & PHONE ETIQUETTE
INBOUND CALL SALES - RULES OF ENGAGEMENT
EMAIL OPT-OUT REQUESTS
HANDLING IT ISSUES
LEAD PROTECTION - RULES OF ENGAGEMENT
- NEW HIRE TRAINING MANUAL
SUCCESS PILLARS
PITCH: P'S OF DISCOVERY
PIPELINE: SALESFORCE
PROCESS: CALL PREPARATION PROTOCOL
AFTER THE SALE PROTOCOL
ONCEHUB & SCHEDULEONCE
RINGCENTRAL & PHONEBURNER
EXPECTED DAILY TASKS
ROOKIE MISTAKES TO AVOID
B2B SALES PLAYBOOK
B2B SALES SCRIPT
ADVISORY SERVICES UPSELL OPTIONS
B2B MANUAL PAYMENT PROCESS OVERVIEW
B2B SALES HELLO SIGN PROCESS OVERVIEW
MEMBER SERVICES
B2C ONLY - CUSTOMER SERVICES ASSOCIATE
PREMIER ONBOARDING EXPERIENCE
CANCELLATION POLICY & MEMBER RETENTION
SERVICE RECOVERY & ESCALATION POLICY
PROCESS VIDEO LIBRARY
B2B ACCOUNT MANAGER
B2B SALES PROCESS & RECORDING
B2B POST-SALE PROCESS
B2B PROFILE PREP
B2B ONBOARDING SCRIPT & CALL RECORDING
B2B COMPANIES
B2B SALESFORCE FIELDS
B2C/B2B KEY PERFORMANCE INDICATORS
B2C/B2B SOFTWARE AND SYSTEMS
SLACK
RINGCENTRAL PHONE
EMPLOYEE CONSOLE
Recurly Billing System
B2C/B2B STANDARD OPERATING PROCEDURES
CUSTOMER SERVICE STANDARDS
CASE TYPES & DEPENDENT REASONS
B2C/B2B CHECKLISTS
TICKETING SYSTEM
INBOX MANAGEMENT
How to Respond to Cases
UPSELL ADVISORY SERVICES
B2B Script & ScreenShare Demo
AdvisoryCloud B2B First Call Script:
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