Step 1 - Welcome to the Field Sales Leads Page
Capture the lead details from cold, warm and hot.
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Leads - *MUST COMPLETE
Collect all the basics to get you lead registered.
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Leads - *Merchant Statements
If your able to get the customer CC Merchant Statements upload with button below lead form. (3) Months is the optimal amounts needed to do an analysis.
Step 2 - Schedule a Discovery Call
The first step is to schedule a Discovery call with the lead. This is ALWAYS the first step in the sales cycle.
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Pick a Time/Date
Its you role to make sure customer selects a day/time that they can attend. You need to confirm their attendance 24 hours before Web Meeting. Make SURE you use customers email, First, Last and Phone # when scheduling.
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Technology for Web Meeting
Please make sure customer knows how to use a Web Meeting Tool, we use Microsoft Teams. Once scheduled the will receive and invite and you will be copied. You need to make sure they have access to a computer with speakers and microphone. The first call is a short presentation then we jump into Discovery.
Step 3 - Marketing PDF's
Download and show to prospects from your iPad, Phone or Laptop.
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Marketing Material
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