Clients can sometimes react when they receive the Welcome Email from 1 PM then another PM does the Onboarding Call.

This unfortunately is an unavoidable part of the process due to the Auto-Assignment & Brigitte's Region Balancing.

If your client reacts simply say "based on your type of business PM#2 is a better fit so we wanted to give you the best."

We shouldn't have too many of these. 1-2 a month at the most.

Normally Out-of-Scope issues are a cause for cancellation.

We can explore work arounds, custom apps, script and automations to help the client. Sometimes even to the extent of creating a software.

To capitalize on this extra mile we are going for the client, you can explain that we can build the system for them, with an Addon Package (TU, AMP, Site Star Rating) which includes Software development. This is the cheaper option that developing & purchasing the software alone.

The client gets the solution they need, which otherwise is out-of-scope, and you get to pull your sale numbers up and earn commission from.

It's a WIN-WIN for us, the client, & Simple.

Refer all reactivations to the Sales Partner.

If a cancellation was because of a Broken Promise at the point of Sale, notify Scott.

Refer to the Region Look Up app, instead of Bitrix when relaying the Caller ID to your clients.

We are currently updating all caller IDs in Bitrix.

- Jane Woodhead

- Jason A

- C. Cruz

- Edain Garcia

If you recognize any of these clients, please reach out to Brigitte.