MRR Training
Everything you need to know to become an MRRR that gets (sh)it done.
Welcome to the MRR team!
During this training you will learn the in's and outs of becoming the best MRR's ShipMonk has ever seen. We will cover review what you already know from ShipMonk Academy, specific MRR ShipMonk Information, best practices, etc. We are so excited to have you on the team and for you to grow with us.
MRR Training: Agenda
Kick off
The MRR Team
MRR Core Competencies
My expectations
The MRR Role
Typical MRR Day
Metrics/ KPIS
Accountability
Compensation
The importance of Time Blocking
MRR Priority
Sales Funnel
Delivery/Tone/ Energy
Communication
What is Inbound (IB) and why is it important?
What is Outbound (OB) and why is it important?
What makes OB different than IB?
What Is An Ideal Customer For ShipMonk?
ShipMonk Merchants
Account Scoring
Scoring Form
Terms & Definitions
How does an Account go 'Active'? What are the stages?
Lead Level
Working the lead
Salesforce: How To Create a Lead
Salesforce: How to merge a lead
New to working
Warm call
Scoring
Scoring Data and notes to FC
MQL
Salesforce: How to convert a lead
How do you 'book' a meeting for an FC using Calendly?
SQL
FC Stages
Lead/Opportunity Tiers
How Does Onboarding Work? (stages of onboarding)
Marking Lost
MRR Protocols: Web form
MRR process: New Web form leads
MRR Protocols: IB Emails
MRR Protocols: Chat
MRR Protocols: IB Calls
Aircall
MRR Daily Structure
MRR schedule
MRR: Tasks
MRR: Templates
Other Salesforce Resources
The Importance of pipeline cleanliness
Salesforce Dashboard and Reporting: Demo