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.

Course Curriculum

    1. MRR Training: Agenda

    2. Kick off

    3. The MRR Team

    4. MRR Core Competencies

    5. My expectations

    6. The MRR Role

    7. Typical MRR Day

    8. Metrics/ KPIS

    9. Accountability

    10. Compensation

    11. The importance of Time Blocking

    12. MRR Priority

    13. Sales Funnel

    14. Delivery/Tone/ Energy

    15. Communication

    1. What is Inbound (IB) and why is it important?

    2. What is Outbound (OB) and why is it important?

    3. What makes OB different than IB?

    1. What Is An Ideal Customer For ShipMonk?

    2. ShipMonk Merchants

    3. Account Scoring

    4. Scoring Form

    1. Terms & Definitions

    2. How does an Account go 'Active'? What are the stages?

    3. Lead Level

    4. Working the lead

    5. Salesforce: How To Create a Lead

    6. Salesforce: How to merge a lead

    7. New to working

    8. Warm call

    9. Scoring

    10. Scoring Data and notes to FC

    11. MQL

    12. Salesforce: How to convert a lead

    13. How do you 'book' a meeting for an FC using Calendly?

    14. SQL

    15. FC Stages

    16. Lead/Opportunity Tiers

    17. How Does Onboarding Work? (stages of onboarding)

    18. Marking Lost

    1. MRR Protocols: Web form

    2. MRR process: New Web form leads

    3. MRR Protocols: IB Emails

    4. MRR Protocols: Chat

    5. MRR Protocols: IB Calls

    6. Aircall

    7. MRR Daily Structure

    8. MRR schedule

    9. MRR: Tasks

    10. MRR: Templates

    1. Other Salesforce Resources

    2. The Importance of pipeline cleanliness

    3. Salesforce Dashboard and Reporting: Demo

About this course

  • Free
  • 79 lessons
  • 0 hours of video content

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