This bingo card has 16 images and 16 words: Prospect for new business, Submit an onboarding request form for new clients, Populate copy preference fields, Send missing copy notifications to the client, Request advertiser to be onboarded for MSI within the Opportunity, Define the discovery strategy, Create a TV and or Streaming campaign proposal in Unified Planning with clearance of 100%, Lead client negotiations and close the deal, Send and receive contracts, and other client-facing documentation via DocuSign, Request a Customer Care report along with the expected cadence in a sales development request form, Own collecting payments on invoices and use finance alerts to keep updated on payments received or not received, Qualify leads to convert the lead to an advertiser in D365 once the sales opportunity has been identified, Set a client Discovery Appointment and create / populate the opportunity, Edit/Revise components as needed based on negotiations, Present the customized ad solution to the client and Assist in collecting payment(s) on invoices by sending statements and emails as needed.
WEEK | Booked Solid Bingo | Win It Wednesday | Central Title | CC Admin Call BINGO
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