Deal Admin For In-Home All Deals
Admin Pro Tips:
Use The Admin Cheat Sheet
Click here to access it. This is the admin checklist step by step and word for word what to send the client and what to say to them when doing the checklist.
BE Helpful!!
When you’re walking people through thee admin stuff of getting signed up, be overly helpful. The idea is we want to make this as painless of a process as possible. So be abundantly helpful. If they are having trouble with the the payment, ask if you can come sit next to them to help. If they are older and will struggle with the Tribe stuff, ask if you can get them signed up and do it for them. Make them a UN and PW and send them the information or write it down. If they don’t do text, do email for all the stuff you’re going to send them. BE OVERLY helpful! People will appreciate it and thank you for it.
1-13 Are Done In The Appointment
1) Schedule ALL Lessons
See separate page on the in’s and out’s of scheduling.
How To Schedule: Here
Document their preferred times as well and put this in the notes section.
1A) Preferred Times
Write down their preferred times for the database notes.
2) Go Through Invoice Process
Pick from A, B or C depending on the client.
A) Fatmerchant for Paid in Full: Video Here
IF THEY DID A PAYMENT PLAN, SETUP THEIR PAYMENTS TO BE BILLED ON THE DATE SELECTED!!!
B) To use PayPal Credit you MUST login to your account through your PHONE WEB BROWSER. Use your username (not your wonder dog email address to login.) - Watch video here. NOTE: If they do this option, you need to use the code “wdteam” to make the purchase $0. They still have to checkout through the site to be able to get access to the members portal and Tribe stuff.
C) Square For Payments Through Us - Click Here (NOTE: They won’t have a customer account on Square so you need to set this up.) NOTE: If they do this option, you need to use the code “wdteam” to make the purchase $0. They still have to checkout through the site to be able to get access to the members portal and Tribe stuff.
3) Go Through Checkout Process
This process is to get them setup for the 90 Day Free Tribe Trial.
Video Here.
4) Intro Dog Pro To Them
Tell them who will be training their dog, how awesome they are, what kind of dogs they have, etc. Also mention they will be sending a text to them saying welcome and also that way you have their number. Don’t tell them how long they have been here if they are newer because people get weird about this for some reason.
5) Send Them Their Dog Pro’s Number & Social Links
6) Show them the tribe membership
Site > Login > Portal > All your videos are here, guides, etc. you manage your membership through the section below the content.
7) Take a picture of the dog
Get the dog to sit, use treat to get the dogs attention, picture.
8) Tell: Suggest to read guides before training
9) Tell: Go Over Re-Schedule policy
“I wanted to mention our lesson cancel/reschedule policy. It is pretty simple, if you need to cancel or reschedule that is fine, but make sure you do it the day before and not the day of. If you do it the day of we have to charge you a $49 fee for cancelling because we can not replace those appointments the day of. Do you have any questions about that?”
10) Tell: Go Over Our Referral Program
I wanted to mention as well we have a referral program. If you like what we do and want to tell friends, family, colleagues, etc. and they decide to work with us, we will send you money, a gift card, etc. for referring us!”
11) Tell: Go Over our excellence standards talk
“I wanted to let you know as well, if you have any concerns at all throughout the program let us know immediately. Whether it is a small concern or a big one, let us know ASAP and we will address it immediately. I don’t think you will have any concerns at all because our team is great, but if you do, let us know and we got ya covered!”
12) Check your email for important details the next 7 Days
13) Give: Pawtree supplements
14) Yard Sign
“Would you mind if I put a yard sign out saying that your pups are going through training?”
Only do this if it makes sense. If they are in a slow neighborhood, a part of town we don’t ideally want to be in much, etc. don’t leave them a sign.
15-17 Are Done After You Leave The Appointment
15) Deal Admin
Problems, goals, deal notes, preferred times, deal info, etc.
Add any relevant deal info we need in the notes. Examples: if they used a different PayPal email, if they pay through us for 3 months we need the amounts and the payment dates, etc.
16) Send Team Text in slack
Example Below. We need location first, dog name, family name, program and the Dog Pro assigned (Tag the Dog Pro. Use the “@” button to tag them), then tag the setter using the same “@” function. The trainer sends a welcome text and so does the setter. All of this info is crucial for the trainer, setter, inventory count, etc. SO MAKE SURE YOU DON’T MISS ANYTHING! Get excited during this time! You just changed a family’s LIFE!
Example: “Memphis! This is Mia and she is gonna be a Wonder Girl! Her family is Corey McDaniel and they are doing the off-leash program with @Max! @Sally was the setter and this was a referral deal from @Kendall and Hollywood Feed Cordova!”
15) Give TA any info they need
How much cash was collected, program, etc.
Deal Done Admin in Database
IF THE AUTOMATIONS DON’T TRIGGER PROPERLY, YOU CAN ADD THE TAG “WON A NEW CLIENT” TO THEIR PROFILE AND IT’LL MANUALLY TRIGGER ALL THE AUTOMATIONS”
START BY CHANGING THE OPPORTUNITY (AT THE BOTTOM) to “Won A New Client”.
THEN REFRESH THE PAGE
Then do the steps below…
Pull Up Contacts on GHL
Locate search bar next to magnifying glass either top left side or right side and search for client by full name.
Update any relevant contact info
Address
Location Notes
Owner Notes
Email
Phone
Etc
Change the yard sign whether “Yes” or “No” based on them getting a yard sign
If you DON’T know, leave blank
In Dog #1 Info add…
The Dog Pro assigned
The start date (find by searching their name on Calendar)
The program they purchased (In title of appointment)
Write down their Schedule Preferences
Ensure the Dog Info is correct…
Dog Name
Breed
Dog age
Dog Size
In the issues field, mark down the problem behaviors you got during the Transformation Session.
THE MORE DETAIL THE BETTER!
In the Dog Notes section…
Write down any relevant notes about the dog, situation, etc.
Then add their goals for their Program
THE MORE DETAIL THE BETTER!
If there is a second dog, do the same thing under Dog #2 Info.
CONDITIONAL: If there is a third dog, put all the same info in the Dog Notes Section in Dog #2.
Group Program: Still applies
In the Deal Info section update…
The “Deal Notes” with anything relevant to the sale…
Payment Plans, payment terms, etc. if we finance it
Make sure “Eval Pro” is correct
Make sure “Eval Date” is correct
This is IMPORTANT for marketing tracking purposes
Make sure “Eval Location” is accurate
Make sure Eval Result is correct
It should be if you mark them as Opportunity: Won a New Client
MAKE SURE THE DEAL CLOSED DATE IS CORRECT
Update the investment field to what they paid
Make sure “Payment Platform” matches what platform they paid on
Make sure the “General Lead Source” is correct.
Make sure if there is a secondary General lead Source that it is added
Make sure the “Specific Lead Source” is correct.
Make sure if there is a secondary Specific lead Source that it is added
Update the “Referral Field” if there is any info needed in there
In the Tags section: They need Tag 4.1 - In Training, Tribe 4.1 - Premium Member
Make sure the automation did it’s job and added them.
Make sure the automation also deleted their T1, T2 or T3 tags.
CONDITIONAL: If they were referred by a client, find the client who referred them in the database. Go to their account and scroll down to the bottom and find the “Referral Info” section. Update the “Referral Count” section. If it is blank add 1. If it is 4, make it 5. — Add the value of the latest deal sold. Add the date closed of the most recent client they sent. If it is blank and your deal is worth $1997, add $1997. If it has $9,997 take that number and add your $1997 to it and put the new total in. In the “Ref. Notes” section, add the Name of the client they referred, value of the deal, date closed and reward given into that section.
Group Program: Still applies
CONDITIONAL: If it is a network partner, make sure it reflects the network partner who sent the deal in the the Gen & Specific Lead Source Field. Then send the CRM an email with the client name, the date sold, the program sold, the dollar amount of the total revenue generated, and what business sent the referral. THIS IS VERY IMPORTANT AS THE CRM COMP PLAN IS BASED OFF THER DEALS GENERATED!
Group Program: Still applies
Boom! You’re done. Onto the next thing!
Deal Pending Admin in Database
Click HERE for video instruction
Pull Up Contacts on GHL
Locate search bar next to magnifying glass either top left side or right side and search for client by full name.
START BY CHANGING THE OPPORTUNITY (AT THE BOTTOM) to “Stalling - Call Back, Thinking About It, TT Someone” OR “Stalling - Price, Competition” depending on the situation
THEN REFRESH THE PAGE
Then do the steps below…
Update any relevant contact info
Address
Location Notes
Owner Notes
Email
Phone
Etc
In Dog #1 Info add…
Ensure the Dog Info is correct…
Dog Name
Breed
Dog age
Dog Size
In the issues field, mark down the problem behaviors you got during the Transformation Session.
THE MORE DETAIL THE BETTER!
In the Dog Notes section…
Write down any relevant notes about the dog, situation, etc.
Then add their goals for their Program
THE MORE DETAIL THE BETTER!
If there is a second dog, do the same thing under Dog #2 Info.
CONDITIONAL: If there is a third dog, put all the same info in the Dog Notes Section in Dog #2.
Group Program: Still applies
In the Deal Info section update…
The “Deal Notes” with anything relevant to the sale…
Why they didn’t buy the day of
What the follow up (FU) plan is
The date you’re entering the info
Your name behind the note
Make sure “Eval Pro” is correct
Make sure “Eval Date” is correct
This is IMPORTANT for marketing tracking purposes
Make sure “Eval Location” is accurate
Make sure Eval Result is correct
It should be if you change their Opportunity
Make sure the “General Lead Source” is correct.
Make sure if there is a secondary General lead Source that it is added
Make sure the “Specific Lead Source” is correct.
Make sure if there is a secondary Specific lead Source that it is added
Update the “Referral Field” if there is any info needed in there
Make sure the automation added the proper T3 tag.
Deal Miss Admin in Database - They said no, worked with competition, no credit, waiting more than 14 days to make decision, etc.
Click HERE for video instruction
Pull Up Contacts on GHL
Locate search bar next to magnifying glass either top left side or right side and search for client by full name.
START BY CHANGING THE OPPORTUNITY (AT THE BOTTOM) to “Lost (No Deal) - Price, Competition, Ghosted Us, Self-Train”
THEN REFRESH THE PAGE
Then do the steps below…
Update any relevant contact info
Address
Location Notes
Owner Notes
Email
Phone
Etc
In Dog #1 Info add…
Ensure the Dog Info is correct…
Dog Name
Breed
Dog age
Dog Size
In the issues field, mark down the problem behaviors you got during the Transformation Session.
THE MORE DETAIL THE BETTER!
In the Dog Notes section…
Write down any relevant notes about the dog, situation, etc.
Then add their goals for their Program
THE MORE DETAIL THE BETTER!
If there is a second dog, do the same thing under Dog #2 Info.
CONDITIONAL: If there is a third dog, put all the same info in the Dog Notes Section in Dog #2.
Group Program: Still applies
In the Deal Info section update…
The “Deal Notes” with anything relevant to the sale…
Why they didn’t buy the day of
What the follow up (FU) plan is
The date you’re entering the info
Your name behind the note
Make sure “Eval Pro” is correct
Make sure “Eval Date” is correct
This is IMPORTANT for marketing tracking purposes
Make sure “Eval Location” is accurate
Make sure Eval Result is correct
It should be if you change their Opportunity
Make sure the “General Lead Source” is correct.
Make sure if there is a secondary General lead Source that it is added
Make sure the “Specific Lead Source” is correct.
Make sure if there is a secondary Specific lead Source that it is added
Update the “Referral Field” if there is any info needed in there
Make sure the automation added the proper T1 tag.
Setup any follow-up reminders you need to
Additional Possible Steps:
Take any appointments off the calendar if you tried the calendar close
If you did Tribe sign-up, Cancel their Tribe Membership
Send an email to the TA saying cancel their Tribe Membership
Set a Follow-Up Task in GHL for yourself if they want a FU in a month or however long
Cancel any necessary invoices
Add to spreadsheet
UnQualified Deal Admin Admin in Database (For Broke/No Credit/Bad or Unsafe Part of Town)
Do the DEAL MISS Admin, but do Unqualified as the opportunity & Eval Result and you’ll be golden
Aggressive Dog Admin in Database (If Referred To Partner Company)
Deal notes filled out with relevant info.
Deal result: Unqualified - Aggressive
Tag: Remove T tags, add T5.1 Ta
Texts
Deal Done
Hey (Name)! This is (Your Name) from Wonder Dog. I wanted to say thanks so much again for meeting with us and deciding to let us train your dog. We are really excited and so thankful you chose us. If you need anything at all feel free to contact me and I am happy to help.
Would you mind doing me a quick favor and take 1-2 mins and fill this out this survey?
Wdintranet.com/post-eval-survey
Deal Miss
Hey (Name)! This is (Your Name) from Wonder Dog. I wanted to take a second to reach out and say thanks again for allowing me into your home and letting me meet you and your pup. I just wanted to say if you need anything, have any questions, change your mind, etc. I am here to help.
Would you mind taking 1-2 minutes and filling out a quick survey about our meeting we had? It would mean a lot. Here is the link.
Wdintranet.com/post-eval-survey