Settings

Changes apply from the next upload, message or call. Each change is written to the audit log.

Assistant

On for every conversation

Calling hours: 10:00 to 20:00, Monday to Saturday
Retries: 3: after 2 hours, next day at another time, day 3; then nurture
Recording notice: "This call from Crimson Education is recorded for notes and quality."
Recordings kept: 90 days, then deleted automatically

Length: 60 minutes, 15 minutes free after
Platform: Velocity Meet by default; join by phone if the internet is weak. Zoom allowed as External, notes only, until 31 Dec (see Calls and meetings)
Booking: Confirmed at once inside the AA's free time in Google Calendar; one-tap AA confirmation if Google was last read over 5 minutes ago
At once: At most 2 consultations; slots that would make a third are not offered
After each consultation: 15 minutes kept free
AA reschedules: Reasons: illness · emergency · clash with a client meeting · other (with a note)
AA not joined: SDR manager alerted 3 minutes after the start
Running over: Next family told automatically; AA chooses after 20 minutes
Family not joined: No-Show after 15 minutes; two new slots with the same AA
Missed twice: Back to the SDR to re-qualify
Reminders: 18:00 the evening before with confirm or change; 10 minutes before

Currency: USD; prices include taxes, no tax line
Suggested instalments: Over 2 years: one a year · Grade 11: 60 and 40 · Grade 12: in full · the AA can change any of them
Discounts: Up to 10% by the AA; above that the Country Manager approves
New Hire tag: 60 days; about half practice families; plans approved by the reporting manager

Not-interested reasons: Not the right time · Too expensive · Went with another firm · Only wanted information · Other
Salesforce stages: Attempted to contact · Contacted · IC booked · Disqualified · IC complete · No-Show · Appraisal delivered · Committed to sign · Closed won · Closed lost
Owners: Lead owner stays the SDR; the AA becomes opportunity owner at Appraisal delivered