Navigation Page
Important Updates
Pharmacy Introduction Training 2/1/2025
Recording to training is below.
DO NOT SHARE
Pharmacy Live Call
Every Monday Night 7:00 pm EST
Special Training Topics
Success Stories and Tips
Q & A
Register before Meeting
Special Business Builders Call
Every Monday Night 8:30 pm EST
Fast Track System Introduction to learn what it is all about.
Register before Meeting
Everyone is to open a ticket and provide their calendar link so that when you email your links you are the first point of contact.
Once you talk with your prospect you are to book the demo through the CRM or Enter record form.
Before you begin, here are a few important guidelines:
WELCOME ABOARD
Before Starting you are required to read the following policies and fill out the form at the end of each policy.
YOUR AFFILIATE NUMBER IS:
840
Keep the Navigation Page Private. This page is your personal gateway to essential tools for success. Please do not share it.
Always use your Navigation Page. All the latest changes and upgrades are automatically connected to your navigation page.
Do Not Save Files or Links. Always download or use the links from the navigation page. They are always being updated to provide the most up to date information.
For optimal functionality, please access this site using a PC. The site is not optimized for mobile devices, and some features may not function properly on them.
From February 15th to February 25th, we’re enhancing our navigation pages to provide a more user-friendly experience, increased security, and additional training and resources to support your success.
What This Means for You:
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New consultants can still sign up through your links and will receive the agreement email.
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Welcome emails and navigation pages will be sent out once the upgraded system is live to ensure a seamless onboarding experience.
We appreciate your patience as we make these improvements to better serve you and your teams!
Navigation Menu
STEP ONE
TRAINING
Watch the two videos below "Your Navigation Page" and "How to Sell it" After Watching Both videos, book your group training session.
STEP TWO
Book Your Group Training
STEP THREE
CRM SYSTEM
1 - Look up to see if someone else is working the lead first
Search for the record
If the record is not there:
2-Fill Out the Form
*Your name, affiliate code, and email will autofill in.
3-Select on Stage "Request for Demo" or "Prospecting No Demo Yet"
4-Request for Demo will be redirected to the calendar system to book the demo
5-Remember to add yourself as a guest
6- After booking, come back to your navigation page, click on " Look Up,"
find the practice/provider, and enter the demo date, and time.
Note: The calendar is set to EST (Maryland Time)
Enter Data Into CRM
STEP FOUR
Used to Book Demos
Used to Book Demos
STEP FOUR
Use the handouts to show the providers and companies what the posters will look like. Use them as a leave behind in doctors offices to get them to want a demo!
Only use these buttons on
flyers. No other material should be used on printed material.
Use During Demos
Step Four
Used to Book Demos
During the Demo - 1099 Consultant
Note to Consultant – Click the below button to look up the Account
participating in the Demo and complete the record and update the stages.
STEP FIVE
Request Agreement
1- Click the "Request Agreement" button below and look up the company you want an agreement for.
2- Ensure the record is complete with all necessary information.
3- Update the stage to "Request an Agreement" for Remote Care and/or CereSkills.
4- Email Notification: This will automatically send an email with the information to you, the Success Director, and the Care Team.
5- Care Team Update: The Care Team will manage and update the stages for the agreement process.
Note: When you select the "Request for Agreement" stage, a copy of the record will be automatically sent to both your email and the onboarding team. At this point, you can update the status to "Agreement Sent." After the onboarding team receives the signed agreement, they will update the stage in the CRM, and you will receive an email notification. Additionally, you can check the CRM daily for status updates.
STEP SIX
Onboarding After Signed Agreement
Resources
Support
Reach out to your account success director for:
Anything questions about demos or the content of demos.
Questions about content inside the CRM.
When to open a ticket?
When your account success director request you do.
When there is a technical issue with the navigation page or links.
When you need marketing content approved.
Account Success Directors
Bill Bouvier
Call or Text (443)645-5357
bbouvier@seniorshomeservices.com
Resources
Reporting
Currently available: Level 2 able to see your downlines for your team.
In Progress – Goal Mid March 2025
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Facilitation payouts
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CereSkills count signups
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Remote count signups
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Status of Reps
Notes about the Rep to Rep Reporting
1- The rep is added to the report when they fill out the form.
2- The status changed to signed when the welcome email goes out.
3- Welcome emails go out one to two times a week.
Additionally, we are collaborating with Signwell to enhance their API and are developing new code to optimize the reporting process.
We are in transition to new server to stabilize the databases and increase security.
What this mean is
1- The navigation launch is March 10th.
2- Team Building will be on hold until March 11th.
3- Reporting will be upgraded on the new system.
4- Please do not open a ticket about reporting.
TEAM BUILDING NOTICE
Building A Team
Our business model is not one of people running mass ads. It is one in which we give our existing consultants the opportunity to grow their businesses through relationships they may already have with high caliber people who may also have existing relationships within the medical field or be interested in introducing our company to their personal physicians.