Playbook - Pro/Premium/Custom

This Playbook has a lot of information, and will be your go to source for moving through the process of creating a successful Referral Program!

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Implementation Schedule

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Part 1: Working with your Implementation Manager 

1. Have your D-U-N-S Number Available
2. Creating an Apple Developer Account & Enabling GTR Admin Access
3. XTRM Advanced Profile Submission
4. Your 1st App Design Review

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Part 2: Preparing to partner with your CSM

• Preparing Onboarding Checklist
  1. Get to know the CRM Integration Form
  2. Sales Rep List
  3. Referral Payouts
  4. Marketing Strategy

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Part 3: Admin and Sales Strategy Training

• Dashboard Training 1
• Dashboard Training 2
• Sales Strategy Training

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Part 4: Tracking your Success

• Sales Rep Leaderboard in Sales Rep Dashboard

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Part 5: Quarterly Business Review

• Scheduling QBR with your CSM
• Start, Stop, Continue Process

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Part 6: Additional Support

• Common Issues sent to Support

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Internal Resources

• Knowledge Base & FAQ

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After your Experience with Sales, you will receive a “New Customer Form (NCF)” from your Account Executive. The NCF will begin your Onboarding with the Customer Success Team.

The Steps below are your primary focus for Part 1. Any CRM Integration, or Sales Process questions will be managed by your Customer Success Manager:

1. Have your D-U-N-S Number Available

A Dun & Bradstreet # is required for your business to create an Apple Organization Developer Account.

D-U-N-S Number is used by Apple to validate your business and to ensure you are legally authorized to represent the business on their App Store. 

2. Creating an Apple Developer Account & Enabling GTR Admin Access

To get you App on the IOS App Store, GTR will need you to

• Create an Apple Developer Account 
• Pay for Apple Developer Membership ($99/ year)
• Add GTR as an Admin

3. XTRM Advanced Profile Submission

For the purpose of using the Advocator Wallet, XTRM will be an easy and fast solution for paying out advocates.

In order to use the Advocator Wallet feature of GTR, there are various sign up steps outside of the GTR Dashboard that need to be complete in XTRM.

4. Your 1st App Design Review

Your Implementation Manager will provide an initial branded design using the images you’ve provided 

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Congrats! You completed your implementation! 

At this point in time, you will be provided with your CSM’s Contact and Meeting Information to begin your initial training.

Preparing for Onboarding Checklist

In order to have a speedy and successful training and app launch, here are a few action items to have prepared

1. Get to know the  CRM Integration Form.

This form contains all the needed information for our Development Team to perform a quick and painless integration process. If you have any questions, you can connect with your CSM as a designated time to get support!

2. Sales Rep List

If you have more than 15 Sales Reps, have a list of your Participating Sales Reps on a CSV file with First Name, Last Name, Phone Number, and Work Email. You can add Sales Reps manually as well.

3. Referral Payouts

How much will you pay for a Referral that is submitted, verified, and sold?

4. Marketing Strategy

Do you have a marketing plan?

GTR has a Marketing Team on site, who can provide your organization with a Full Marketing Offering for a fee.

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In your first meeting with your CSM, you will begin Admin Training. Admin Training is broken up into two parts, 60 minutes each. As you complete your Admin Training, you should be Going Live with your APP and preparing for your Sales Strategy Training. 

Here is a breakdown of initial trainings below:

Dashboard Training 1 Onboarding Summary

• Set Payouts for your referral program
• Use the Advocator Wallet
• Customize the Referral Landing Page
• Complete your Referral/Advocate Form
• Manage Advocate Activity and Referral Stages
• Manage Sales Manager and Sales Rep Activity Results

Dashboard Training 2 Onboarding Summary

• Find and Customize your Email Templates
• Learn Best Practices for Email Marketing
• How to Engage with Push Notifications
• Use your CRM with GTR effectively

Sales Strategy Training

In Sales Strategy Training we will meet with your Sales Team and Discuss:

• Discuss Sales Process
• Learn about Advocates and the Power of Referrals
• The Features, Benefits, and Best Practices of your App
• How to introduce the app to your customer
• Understanding the Dashboard
• $$$ Get More Referral Leads! $$$
  

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Knowing where your program is, and your positive contributors is an important part of driving a consistent Referral Program.

Sales Rep Leaderboard in Sales Rep Dashboard

That’s why viewing your “Sales Rep Leaderboard” will help find what your successful reps are doing right, and more importantly, who to coach to that same level.

Here is a link regarding the Sales Rep Dashboard

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Your CSM will support you with resources through any questions you have at any point in time.

Scheduling Quarterly Business Review with your CSM

We also recommend QBRs or Quarterly Business Reviews with your CSM. These can be scheduled by clicking on your CSM’s provided Calendar link and setting time. 

Start, Stop, Continue Process

Start, Stop & Continue: What do they mean in context to your business

• Start – activities are those things the team will begin doing in the next cycle. 
• Stop – looks back at the previous cycle of the project to identify which things didn't work and should cease. 
• Continue – identifies things that worked in the previous cycle and need to be part of the team's core activities.
  
  

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GTR ensures you will be given the support needed through our various resources

Common issues sent to support 

• Password Resets
• XTRM Payment Inquiries
• App Glitches that need to be discussed or resolved with GTRs Development Team

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