SALES TEAM RESOURCES
This page is a collection of important resources and downloads for Sales and Marketing efforts.
DOCUMENT DOWNLOADS
This is a collection of useful PDF's, Proposal Word Docs, Presentation PPT Templates, etc.
SALES TEAM LINKS
Here are the unique URL links for each Sales Team Member to use for marketing purposes. Each of this pages is hidden and has a unique form in Greenrope so leads can be tracked.
HANNAH MCGREEVY
INDIVIDUAL: Sales Power Moves PDF
COMPANY: 20% Annual Growth PDF
AARON TVERBERG
INDIVIDUAL: Sales Power Moves PDF
COMPANY: 20% Annual Growth PDF
ELEANORE MANN
INDIVIDUAL: Sales Power Moves PDF
COMPANY: 20% Annual Growth PDF
MAGDALENA KULISZ
INDIVIDUAL: Sales Power Moves PDF
COMPANY: 20% Annual Growth PDF
LINKS TO SCHEDULE MEETINGS
Below are links to send clients in order to strategy sessions or business meetings. There are also unique links for each sales team member to book their own appointments.
W/ DAN: 15 MINUTE STRATEGY SESSION
CUSTOMER FACING - This is the first meeting we recommend for interested customers that need an initial discussion. Please send the link below to have your customer book a time slot.
w/ DAN: MOLLOY BUSINESS MEETING
CUSTOMER FACING - This is the second, or follow up meeting for potential customers that are very interested or signed up with us. Please send the link below to have your customer book a time slot.
w/ JEFF TUCKER: TAPPS BUSINESS MEETING
CUSTOMER FACING - Schedule a Tapps Business Meeting with Jeff Tucker. Please send the link below to have your customer book a time slot.
w/ JEFF SCHERER: CALLMAX & SALES MAX PLUS
CUSTOMER FACING - Schedule a CallMax or SalesMax Plus chat with Jeff Scherer. Please send the link below to have your customer book a time slot.
INTERNAL FACING CALENDARS
INTERNAL SCHEDULE LINKS
GREENROPE FORMS
Here is the breakdown of our Forms:
NOTE: Each of you will get an email alert when your form is filled out by a lead.
CURRENT SITE
These are all of the LIVE forms that are visible on our site.
Currently, everyone is copied on these when someone fills out a form.
CHECK DAILY/WEEKLY
FUNNELS
These are all of the forms that appear within our funnels that are hidden.
Currently, Dan, Eleanore, and Derek are copied on these when filled out.
CHECK WEEKLY/MONTHLY
SALES TEAM
These are the unique forms for each sales team member that appears on the unique landing page for both PDF downloads: Individual & Company.
Currently, Dan, Derek and Eleanore are copied on these forms along with whomever's it is.
CHECK DAILY/WEEKLY
HELPFUL VIDEOS FROM ELEANORE
General videos about Greenrope: sales leads, workflows, process, etc.
Greenrope: Workflows & Lead Assign Alerts
A brief overview in Greenrope of how each sales team member is assigned leads, and shows how the workflow alerts will be received in your email.
Greenrope: Merging Contacts
A brief overview in Greenrope of how to merge contacts.
Greenrope: Send New Customer Welcome Email
Once you get a new customer you will need to follow the steps in Greenrope to get the new customer Welcome email out.
Scheduling Molloy Business Meetings
Here is an overview video that explains the different types of Molloy meetings you can schedule for clients, and how to do so.
Greenrope: Calendar UPDATE
Eleanore explains the recent GR Calendar update, and how to clear your browser cache and update chrome settings.
