B2C Sales Playbook

The B2C Sales section of The Playbook is devoted to everything an Account Executive needs to be successful.

In this section you will find your scripted sales presentation, responses to every question we know from experience is coming your way, step-by-step details on every system and process, professional education, and inspirational recording clips of your colleagues sharing best practices and tips.

For quality assurance and training purposes, AdvisoryCloud adheres to scripted language to present AdvisoryCloud membership deliverables to prospective members. Scripted sales presentations ensure all executives receive consistent information and have accurate expectations regarding AdvisoryCloud membership.

ALL scripts have been developed by our top sellers and have been tested extensively for success across an even sampling of the team before being released to the entire sales team. No need to reinvent the wheel when it comes to saying the right thing at the right time - we've got you!

B2C Sales

Account Executive /AE Role & Responsibilities

An Account Executive is a professional inside sales communicator with excellent follow-up and organizational skills.

Responsibilities include:

• Closing scheduled calls and live calls from outbound efforts on one call; the AE role is a “closer” type of highly transactional sales role.

• Prospecting for new clients with outbound and inbound phone calls, text messages, and emails.

• Effectively communicate and educate the features and benefits of AdvisoryCloud’s membership and platform while following a proven sales script.

• Meet departmental sales expectations of monthly revenue generated from sales activities, while maintaining targeted KPI’s and customer satisfaction rates.

• Additional tasks, duties, or special projects as assigned.