Conducted by: Your Dedicated Account Manager
Purpose:
- Onboard new agents to the FinanceVine system.
- Ensure technical readiness for receiving and engaging with leads.
- Provide initial support and resources.
Key Activities:
- Email Deliverability Test: Verify lead notification emails reach the agent’s inbox, not the spam folder.
- SMS System Demo: Demonstrate how to receive and respond to lead texts. Show how to access conversation history.
- Self-Service Portal Introduction: Explain portal features for lead management, progress tracking, and resource access.
Support Resources:
- Introduce the account manager and helpdesk as the primary point of contact.
- Provide information on additional support channels
This structured approach ensures agents are well-equipped to handle FinanceVine leads effectively. We believe that being proactive as opposed to reactionary is essential to your ongoing success with FinanceVine