make sure you account for things you can't miss and things you don't want to miss when making your schedule
Make phone calls to schedule appointments(demos) using the script found in the "phoning/scheduling" subtab under "initial training"
recommended --> make your calls from the vector impact app so that it tracks your stats for you. IF you don't make the call from the app, put the demo in the app at a minimum
Communicate when your demos are to your manager -> daily morning updates before 10am letting them know what's going on
When you put the demo in the app- the customer will get a confirmation email, you can resend the confirmation email from the interactive demo on vector connect.com --> cutco orders --> interactive demo.Â
all Videos to play for the customer and talking notes / script of what to say are in your interactive demo
you can resend the confirmation email right before the demo if you want, then open your zoom if you're using zoom, and launch your interactive demo. Help the customer launch the interactive demo if they need it
Review training videos if necessary for each step