Sales Processes
How do I refer my friends or family to Outsourced Doers and refer them to a call with me?
Every SAM has their own unique booking link to share in these cases. Please speak with your sales manager for your unique link.
No Show Re-Book Process & Script
These calls are not typical outbound calls - you need to handle no-show calls completely differently. Step 1: Outbound → Book Hey is this [First Name]? Hey this is [Your Name] here calling about the appointment you booked in on ____? With Outsourced ...
Re-Offer Follow Up Process
When it comes to your Follow-up, SAMs split their prospects into two lists: General List: Worth following up but not time sensitive Generally 30+ days These will just be in one list in Infusionsoft Hot List: Essential that you follow-up on a certain ...
Can we share call recordings with Prospects or Founders?
No, we are not able to share any call recordings.
How do I pause or switch off JustCall Recording?
If a prospect has asked for their call not to be recorded, during the call you can click the button to turn off recording. The red recording button will turn grey which means JustCall is not recording. Click it again to switch it back off. Call ...
Call Checklist
Benefits of the Call Checklist Active Listening Stay completely present Structure Follow the Sales Script without ever getting lost Checklist Makes sure you don’t miss anything and have objections later Flexibility If you must answer something ...
Calendar Organisation
We recommend colouring and ranking your consult calendar so you can stay organised and focused at a glance. As you connect with and hear back from people during the Pre-Call Confirmation, change the colours of your appointments to the following: ...
What if I have a no show?
Call the Founder 1 minute before the top of the hour (Example: 10:59 AM PST) Don’t Leave Voicemail Double Dial (Immediately Call Back if No Answer) Don’t Leave Voicemail Send text message Hey [Founder Name], [Your Name] here with Outsourced Doers. ...
Outsourcing Blueprint
The Outsourcing Blueprint shows the perfect Customer Lifecycle for an online business. This is the framework we use to decide what a Founder needs to outsource to to their Doer.
Commission Plan
Minimum Monthly Quota to retain a sales seat with Outsourced Doers is: 13 Units and $71,500 The commission structure rewards high sales performers with increased commissions. Table of Commissions # of Units % of Comms OD 12 OD 5 OD 2 PT 5 PT 2 100% ...
What is the pre-consult process?
There is a direct correlation between your Show-Up Rate and your Monthly Sales and Commissions… Your goal is for your Show-up Rate to hit 60%+ (and exceptional SAMs can hit 70%+). Follow the steps below: Your prospects are also put into a automated ...
Follow Up Text Process
Send a text message 2 hours after your Consult with the text below: “Hey FIRST NAME, just wanted to check-in and find out how you’re feeling about our call earlier?” Outcomes: Positive response (I’m feeling good, excited etc) Neutral or Negative ...
What is the end of day process?
Default Process Open the EOD Slack Channel Complete the below EOD template based on your day Current EOD Revenue generated: $____ Deposits: $___ Booked Calls: __ Live Calls: __ Handed off: __ No Shows: __ Reschedules: __ Cancellations: __ Pitches: ...
What if JustCall isn't working?
Follow the step by step JustCall Troubleshooting Guide
How do I cancel or reschedule a consult?
If a prospect asks you to cancel or reschedule their scheduled call before the call time all you need to do is put the request into the Sales Support Slack channel. If a prospect asks you to cancel or reschedule their scheduled call on the call, ...
How do I process a deposit or split payment?
There is a deposit product within Infusionsoft you may use for deposits. You may split payments into multiple cards in Infusionsoft as well. If you process a split payment and the second payment is not succesful, please raise with your sales leaders ...
How do I follow up with a Founder?
Follow the Founder Sales Flow If a Founder is not ready to buy on the consult call, use the Schedule Follow Up script to schedule a follow up time (try to schedule for the next day). Add the follow up to your calendar as a ‘free’ event (not busy). ...
How do I reply to an email from a Founder?
Email Response Process Respond to all emails within HelpScout Click into an email and click the ‘reply’ button Use saved replies when needed to help you respond quicker If you’re not ready to send the email, save it as a draft When you’re ready to ...
Process a PayPal Invoice
If you are new to let sales support help you process the order properly once the invoice is paid. You do not need to be on the phone to the client to do this. Ensure the OD Post Consult Form is complete Make sure the PayPal invoice is 100% PAID Open ...
Generate a PayPal Invoice
Prospects occasionally prefer to pay via PayPal or request to pay in multiple payments across different cards, or ask to put down a deposit. This can be done through a PayPal Invoice. It cannot be done on Infusionsoft to avoid premature onboarding. ...
How to process a sale
*Ensure OD Post Consult Form is complete* 1. Open the clients account and click on ‘Orders’. 2. Click ‘Add Order’ 3. Select yourself as the Sales Referral Partner 4. Click Save 5. The page will refresh where you will see the option to ‘Add Order’ 6. ...
How to complete the Post Consult Form
1. In Infusionsoft, open ‘Forms’ in the contacts toolbar view 2. Click the ‘Internal Forms…’ drop down and select ‘[OD] Post Consult Form’ 3. Click ‘Fill Out Form’ 4. Update any Application Form details for the client if necessary 5. Under the ‘Call ...
How do I process an order?
Each step is explained in detail to follow when you complete a consult, and need to process a sale. Step 1: Complete the Post Consult Form Step 2: Obtain Payment Details Step 3: Process the Payment Search in the search bar above for the step you ...