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Sales and Account Manager Roles<br />
Sales persons role<br />
<br />
Account manager<br />
<br />
<br />
<br />
<br />
To acquire customers<br />
See that they have completed<br />
orientation, analysis, 1 st payment<br />
processed (should be accomplished<br />
via preset emails)<br />
Send system generated emails<br />
encouraging owners to take<br />
advantage of the needed resources<br />
based on their analysis<br />
<br />
<br />
<br />
<br />
<br />
2 nd phase is to consult by directing<br />
to resources<br />
500 accounts<br />
make sure they are taking<br />
advantage of resources<br />
help them maximize system to get<br />
more business<br />
utilize webinars, training classes,<br />
university classes, resources<br />
Consumer<br />
Main