Sales Process

Phase 0: Daily

Daily Conference Call

Please access this link via your smartphone.

Phase 1: Schedule Appointments

Method 1: Cloverleafing (Self, Set Future Appointments)

Method 2: Cloverleafing (Submit Form, Office Sets Future Appointments)

Submit Lead Form

Method 3: Pre-Set Appointments (Set By The Office)

Note: 15 scheduled appointments per week is the recipe for success.

Phase 2: Pre-Appointment Prep

Step 1: Fill Out Prospect Audit Sheet (Find # of reviews, OLO system, etc.):

Note: Fill out this form to understand the prospect's pain points and areas for opportunity. Impress the prospect with your knowledge of their business.

Step 2: Review Relevant's Website Portfolio for Websites Relevant to the Prospect

Step 3: If Applicable, Get Ready to Review Competitor Comparison Sheet

View Competitor Comparison Sheet

Comparisons currently available for Spothopper, Owner.com, BentoBox, PopMenu, or Menufy.

Phase 3: Appointments

Step 1: Ask Probing Questions to Fuel Interaction

Step 2: Present 4 Steps Deck

Step 3: Close the Sale (Which Package Works Best?)

Step 4: Set Kickoff Call

Link to Calendar

Step 5: Fill Out Button-Up Welcome Sheet

Welcome Sheet Printout

Step 6: Submit Client Sign Up Form

Phase 4: Post-Appointment

Step 1: Set Follow-Up Appointment (If Needed)

Set yourself or ask the office.

Step 2: Submit Client Disposition

Step 3: Send Pricing Sheet (Optional)

Phase 5: Additional Resources

Call Clients to Collect Referrals

Printable Referral Form