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CP Business Plan (7 Days (Marketing (What is your general marketing plan…
CP Business Plan
7 Days
Training
LMS
All individuals have logged into the LMS
Capture all partner information for LMS
Text Entry - Short
First Name
Last Name
Email
Dropdown Box
Technical Training
Sales Training
Technical & Sales Training
Schedule Sales Training
Calendly Link
Schedule Technical Training
Calendly Link
Company Information
Company Name
Text Entry - Short Form
Projected number of multifamily opportunities
Text Entry - Short Form
Projected number of Latch opportunities
Text Entry - Short Form
Demo Kits
Order 3-in-1 Kit
Google Form Link
Marketing
What is your general marketing plan for the next 90 days?
Print
Digital
Email
Social
None at this time
Which of these can we add Latch?
Email
Print
Digital
Social
None at this time
What assets do you need? By when?
Flyers
Presentation Decks
Web Assets
Date Selection
How can we do a co-op together?
Potential Opportunities
What are three opportunities we should chase?
What are the next steps?
Submit to CLRQ
30 Days
Marketing
Did you receive the assets you needed?
Multiple Choice
Yes
No
Did you run the campaign you planned?
Multiple Choice
Yes
No
Training
Has every employee completed their training?
Multiple Choice
Yes
No
Potential Opportunities
Did each employee submit at least 2 qualified opportunities in CLRQ?
Multiple Choice
Yes
No
Demo Kit
Did the demo kit arrive?
Multiple Choice
Yes
No
Was it successfully assembled
Multiple Choice
Yes
No
Can your salespeople successfully demo the hardware and software?
Multiple Choice
Yes
No
60 Days
Potential Opportunities
Did each employee submit at least 4 qualified opportunities in CLRQ?
Multiple Choice
Yes
No
Marketing
Did you run any additional marketing from our previous meeting?
Multiple Choice
Yes
No
Is there any additional assets needed?
Multiple Choice
Yes
Short answer
If yes, what else is needed?
No
Training
90 Days
Review Session
Training
Did each employee complete their required training?
Multiple Choice
Yes
No
Does each employee where to go when they need additional training?
Multiple Choice
Yes
No
Marketing
Did you run any additional marketing from our previous meeting?
Multiple Choice
Yes
No
Is there any additional assets needed?
Multiple Choice
Yes
No
Short Answer
If yes, what else is needed?
Potential Opportunities
Did each employee submit at least 6 qualified opportunities in CLRQ?
Multiple Choice
Yes
No
Is this partner ready to graduate through the onboarding program?
Multiple Choice
Yes
No
Short answer
If no, what is needed before the next review?