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Sales Process - Coggle Diagram
Sales Process
Customer to retentions
Retention upsell TSA
Why
Script
Blockers
Solution
Education
Introduction
Policy
Upselling milestones
Account notes
Educational Updates
Summary of sessions
24 hour PNL management
Policy
Monitor account
Customer not to loose 60% within 24h of deposit
Account monitors
Customer interaction
Pitch
Value Proposition
Summary of call
Trade Plan
Upsell
Trade out
Pitch
What trades to place
HELP
Upsell
Bonus
When to apply bonus
Policy
Process
Email confirmation
Bonus management
Bonus
Consolidation
What is risk
Script
How to consolidate
Policy
Summary of Consolidation
Account notes - Updates
Customer 1st contact
Intro
Pitch
Tone
Notes
Account activation
Password
Platform walkthrough
Script
FTD
Crypto
Script
Block 1
Solution
Block 2
Solution
Block 3
Solution
PSP
Script
Block 1
Solution
Block 2
Solution
Block 3
Solution
BitcoHunters
Scrip
Block 1
Solution
Block 2
Solution
Block 2
Solution
Education link
Script
Block 1
Solution
Block 2
Solution
Block 3
Solution
Customer retentions prep
Upselling Retention
Script
Anticipation
KYC
What it is
Why do we need it
What do we need
What is the value in doing it
Conversion Close contact
Welcoming customer to TH
Script - Email Template
Summary of call email
Account notes for retention
Customer service
Market updates
Apps Confirmations
KYC
Adding bonuses