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Planning - Coggle Diagram
Planning
Hiring Planning
TradeHive
Conversion Manger
Stronger Conv Agents
CryptoRecovery
Offshore Japanse and Chinese agents
Current Profit: $82,024
Target: $159,192
Short: $77,168
TradeHive
Trading
Have Oliver trade with customers
PnL
Hiring
Upskill Sales
Have huddles after each new successfull exchange
Environment
BO Energy
Eduction
Offer Webinars
Have packages for bedinners
Sell Educational Packages
Reviews on Site
Customer Service
Update Customers on latest on Trading
Send Signals
Send Newsletters
BO doing check in calls
BO Do customer support calls
BO upskilling in Exchanges
Reconcile failed Deposits
Total failed deposits
Call failed again and get them to redeposit
Send sign up to these customers again.
Mine CR data and send out signup forms to existing customers via text - 1000 a day
PSP and payments
Find new companies
Use payment links
use paypal
CryptoRecovery
Lead Gen
BO Calling to warm leads
exchange Knowledge
KPI of 200 x 4 BO agents - 800 calls from BO
Script -
KPI
Manadates
Wallet Activation
Upselling customers
Adding Recovery plans
Rebuild BO structure
Latiefa assisting with Mandate pitches
Call all depositors
Go through all customers
Rebuild relationship with big clients
Send all CLZ traffic to CR
Move new leads from today to CR - BO calls
Payments back to depositors as a part of recovery assurance
Trade Hive
Pain Points
Need a stong BO
Process
Energy
Training
System Knowlage
Need Conversion manaer
Lack Of process
Lack of policies
Energy dips
Dicipline
Crypto Recovery
Pain Points
Mandates
Underutilized staff
No enough new clients
FTD's
Manage New clients
Customer services
Agents missing apps