Promo Deal Flow

Promo Flow Standard Operating Procedure (SOP)

Quick link to Addedum on how to add Promo to Existing User

Objective

This SOP outlines the steps to manage the promo flow for clients, ensuring a smooth onboarding process and clear communication of expectations.

Key Steps

1. Client Accesses Landing Page 0:00

• Client arrives at the landing page via a link.

• They read about the promo and click to claim it.

2. Client Sign-Up Process 0:51

• Client is directed to the sign-up page.

• Collect the following information:

  • First Name

  • Last Name

  • Email Address

• Client is directly setting up a trial, not going to a demo.  Skips normal Discovery Flow

3. Account Creation and Ticket Assignment 2:25

• After sign-up, a ticket is automatically created and assigned to engagement.

4. Set Expectations During Call 1:16

• Call the client to set expectations regarding the promo.

• Determine if they are smaller or larger clients:

  • Smaller clients: Encourage attendance at the weekly demo.  Provide Link.

  • Larger clients: Schedule a one-on-one meeting.

5. Clarify Onboarding Process 1:43

• Make it clear that onboarding is self-service.

• Use additional language to emphasize this in communications.

6. Determine Client Needs 2:01

• Ask if the client plans to use the Hosted website or any premium features.

• Include any premium features in the contract period if applicable.

  • Let them know they can add Premium Features any time, but if they add outside the committment it will be billed monthly

7. Set Commitment Period 3:08

• Access the client's account to set the commitment period:

  • Confirm the trial period (e.g., 45 days).

  • Set invoice date (e.g., 5 January).

  • Define promotional period (e.g., January 2026 to December 2026).

  • Input number of properties and any premium features

  • Set tag on an interaction for "Commitment Set - <Deal Name>"  this will ensure it shows properly on reports

8. Client Offer Confirmation 4:12

• If still in the call Direct the client to the Setup Interview.  If after the call, Send the client a link to the setup interview.
  https://app.ownerrez.com/setup/offer

• Ensure they see the offer tab after filling out necessary information.

9. Client Agreement Process 5:02

• Client reviews the offer and confirms agreement by entering their name and information.

10. Finalize Setup and Notifications 6:09

• Check the account status to confirm the commitment is signed.

• When Commitment signed another email notification will be sent to Zoho.  This should go to the onboarding team to start their reachouts.

Cautionary Notes

• Ensure all client information is collected accurately to avoid delays.

• Be clear about the self-onboarding process to prevent confusion.

Tips for Efficiency

• Use templates for communication to streamline the process.

• Keep a checklist of required information to ensure nothing is missed during client interactions.

Link to Full Loom

https://loom.com/share/eb292d8623574f109a3e08521f13275f