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Week 4 Check Point

Quiz by SMB Channel Sales Training

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Q 1/8
Score 0

​What is a client upgrade?

30

​Moving a client to a package that better fits their needs

​Introducing a new bank or CPA to our client

​Putting the client on PRN to start collecting referral revenue

​Referring a client to an ancillary partner to add to their package

8 questions

Q.What is a client upgrade?
1
30 sec
Q.If a client is on Select and is interested in the Handbook Builder, which bundle should they upgraded to?
2
30 sec
Q.If a client is on Select and is interested in Job Costing/Labor Distribution and Time off Accruals, which bundle should they be upgraded to?
3
30 sec
Q.If a client is on Pro and is interested in our SUI service, which bundle should they be upgraded to?
4
30 sec
Q.What is an Internal Referral?
5
30 sec
Q.Which is NOT an internal partner?
6
30 sec
Q.True or False: Your internal partners won't call your clients unless you refer them in
7
30 sec
Q.On a scale of 1-5, 5 being most confident, how confident are you in working with your clients? (type number)
8
30 sec

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