- List out the desired outcomes that need to happen
- Click - how to get new customers. Get them to click on ads, to schedule an appointment
- Close - get them to actually purchase
- Resale - keep customers or have them buy other products/services
- Front end sales
- Make the customer click the ad and schedule and appointment
- This might be automated via ads/website
- Calling leads that are not yet customers (2 hours)
- Orientation (30 minutes to one hour)
- A walkthrough of the program, what they get, what they need to do, and finally ask for the close
- Find out how much time does it take to go through this per customer
- Resale
- Here are the tasks needed to help retain current customers (2 hours)