Sales Training

Paperwork

Thrive product / service agreement

Sales order

ACH agreement

Voided check

Sage merchant application

Copy of sales tax license

Turn into production inbox

Boarding

thrive.worketc.com

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Basic tour

Sales

Manage Leads. Quotes / Estimates. Create a Project. Convert to invoice. Receive a payment. Close as "won".

Service

Maintain 1st level support status.

Lead generation

Networking. Vertical marketing. Cold Calling. Chamber. Anywhere you go. IMS. Current customers. Trade group. Right and left of appointment / call. Geographic region.

Sales Process

Rapport Building. Tie Downs. Present Product. Present Numbers. Ben Franklin Close. Trial Close. Paperwork. Questioning strategy. Features. Benefits.