After the Sale Protocol

Steps to complete after the sale

*IMPORTANT REMINDER* when processing payment information:

• Never take pictures of billing information, and avoid writing down billing information whenever possible.

• If you need to ask for billing information again, simply ask the prospect to repeat it - we can tell you from experience they won't mind.

• IF for any reason you aren’t comfortable asking for the billing info again, you have a backup: your Director can pull the recording so you can get the credit card information from the recording.

Once payment has been submitted:

1. Confirm "Email field" has the email used for registration

   • If “Email" field needs to be updated with email address used for registration, paste new email in “Email” field, Salesforce will automatically save the original email in “Second Email” field.

2. Additional fields to complete:

• • Title, Company, Phone Number

  • Annual Field drop down is either “Pitched” or “Closed”

3. Ensure notes in the “Interests” field are as thorough as possible. This information should be:

• • Advisor experience

  • Relevant career experience

  • Specific Interests

  • Skill Set

  • Personal Touchpoints - just retired, new grandchild, sold company, etc.

4. The new member's LinkedIn url

• (if Linkedin is not found after significant effort, a bio from a company website or something comparable must be copied & pasted into “LinkedIn” field.

5. Click the “Registered!” button on your Salesforce lead page. This will automatically trigger three updates:

• • Lead Status will automatically change to ‘Client’

  • “Registration Date” will automatically populate

  • “Member Type” will automatically update

  • “Close Stage” will automatically populate

  • A Welcome Email will be sent to Client’s updated email with their initial login to set their password.