Sales Support - Call Team Member Training

What category would a Construction Manager, who manages more than 10 people and does not do any manual labor be?

• Cat 3

• Cat 4

• Cat 1

• Cat 2

What information do you need in order to qualify someone?

How many weeks in advance does Time Off need to be requested?

• You can request Time Off and expect it to be approved the day of.

• 2 weeks

• 4 weeks

• 1 week

What category is a Firefighter?

• Cat 3

• Cat 1

• Cat 5

• Cat 4

What do you say when you are greeting a lead who has answered the phone?

What is our callback number?

• 1-800-220-8865

• 1-800-202-8865

• 1-800-220-8863

• 1-800-240-8863

What do we say to a lead who says they are too busy?

If you speak with a lead and determine they are a Cat 5, after ending the call, what needs to be done to the profile?

• Change Lead Owner to Distribution Only.

• Make sure they are excluded from the dialer and update Call Team Category to Cat 5

• Send an email with pricing.

• All of the above

Who do we transfer Cat 1 and Cat 2 lead to?

• Anybody who is available

• Cassandra

• Cassanda or Dr. Weiss

• Cassandra, Dr. Weiss, Chloe, or a Health Coach

What do we do when we attempt to transfer a Cat 1/Cat 2 lead and Dr. Weiss nor Cassandra is answering?

• Panic and hang up on the lead.

• Transfer to Chloe

• Answer all of their questions to the best of your ability.

• Schedule a callback.