Sales Process
Phase 0: Daily
Daily Conference Call
9:30 AM EST
Monday | Thursday
Please access this link via your smartphone. Pick which time works best for you.
Phase 1: Schedule Appointments
Method 1: Cloverleafing (Self, Set Future Appointments)
Method 2: Cloverleafing (Submit Form, Office Sets Future Appointments)
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
Comparisons currently available for Spothopper, Owner.com, BentoBox, PopMenu, Menufy and Slice.
Phase 3: Appointments
Step 1: Ask Probing Questions to Fuel Interaction
Step 2: Present Sales Deck
Step 3: Close the Sale (Which Package Works Best?)
Step 4: Set Kickoff Call
Step 5: Fill Out 60-Day Offer Sheet (For PPM Package Only)
Step 6: Fill Out Button-Up Welcome Sheet
Step 7: 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)
Step 4: Send Summary Sheet (Optional)
Phase 5: Additional Resources
Client Upgrade Form
Use this form to submit any client upgrades (e.g. add Google Ads, move from Enhanced to Ultimate, etc.)
Call Clients to Collect Referrals
Relevant Credibility Piece