New Customers

Approach

Pulse

Offer & Confirm

Download

Train

Approach

Add new deal.

Follow up every 3-5 days. Max 2 follow-ups.

1

Contact person using below template "Want to Support Deaf-Owned?"
2

Call
3

Contact person using "Do We Live In a Signing-Centric World?"

Bcc

[email protected]

Subject

Want to Support Deaf-owned?

Body

Hello [Name_of_Person],

Supporting Deaf-owned businesses is a passion that I would love to share with you. Have you seen our Deaf Business Directory video?

Check out your options here to access the Deaf Business Directory via one of our Convo apps.

Or prefer to chat more as I can advise which Convo app may be the best experience for you.

For us by us,

P.S. We now have over 250+ Deaf-owned business in our directory.

Bcc

[email protected]

Subject

Do we live in a Signing-Centric world?

Body

Hello [Name_of_Person],

Being Signing-Centric opens new worlds. Watch our video here.

Know which signing-centric Convo VRS experience could suit you well? Check out the various Convo VRS Apps!

Or we could chat via video as I can advise which Convo app could be the best experience for you.

P.S. Ask about getting Convo Swag on me.

CRM

1

Move to Contacted stage once contacted.
2

Move to Scheduled stage once scheduled or Lost if not interested.

Useful Links

Features

Product Specific

Product Training Videos

Account How to Videos

Our Deaf Community

Miscellaneous

Pulse

1

Have a few minutes to chat about Convo?
2

Have you tried Convo? If yes, do you like? If don’t like, learn why. If no, why not yet?
3

What’s your favorite way to make VRS calls? VP, Computer, Tablet, or Smartphone.
4

What do you think about Deaf-owned businesses?

Offer & Confirm

Download

If existing, provide the person with their Convo #. Help reset password if needed.

If new, help person register for a Convo #

Reminder: Use Driver’s License address instead of actual Home Address

If Just Dial Convo VRS, then help add 877-363-7575 to their VP.

CRM

1

Add their VP # to the Just Dial # field

Useful Links

Product Specific

Adding Just Dial Convo Number video (Applies to app only)
Convo Desktop for Mac webpage
Convo Desktop for PC webpage
Convo Mobile for Android webpage
Convo Mobile for iPhone and iPad webpage
Just Dial webpage

Account How to Videos

Train

Customize & simplify training to cover key points for each individual.

Enable notification
Call person's new Convo number
Leave a video mail
Encourage customer to walk through the app while you stand by ready to answer any questions they may have.

If decline, then refer them to our Help Center to help themselves down the road
Encourage trying Convo for the next 2 weeks to get the real feel for the Convo experience.
If eligible for Convo promo, fill out Promo Form on their behalf (Internal Use only)

CRM

1

Move to trained stage.
2

Add dates to the 1st Contact Date and Trained Date fields.
3

Add Note that includes Convo # and Convo product(s).
4

If work, email Introduction to using our "Business Experience Consultant" email.

Introduction to our Business Experience Consultants

[Customer’s_Email_Address]

[email protected]

Subject

Introduction to our Convo Business Team

Body

Hello [Name_of_Customer],

Please allow me to connect with our Business Experience Consultants who can further customize your experience with Convo at work. Feel free to reach out anytime you need consultation.

Business team, meet, [Name_of_Customer], who uses [Name_of_Convo Product] at [Name_of_Business].

Our business team will take good care of you!