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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

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