ONBOARDING: VA - Virtual ISA

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Submission URL

You must complete this Onboarding to finalize your order & launch!*

If we do not receive a completed Onboarding Form within 7 days, we automatically cancel the Campaign & issue a refund.

I understand and am ready to go!

Can we do this over a call instead?

Yes! We can book a call to complete the Onboarding at your convenience.

Click "Let's Begin" below. We'll skip ahead to final comments & scheduling.

Confirming Your Info

Account Email ID*

This is the Email ID you use for your REVAS+ Account (should be pre-filled, but please make sure).

Best Contact Phone Number*

Can We Text You On This Number?*

Yes, this is a good number for Texts.

No, please do not text this number.

NOTE: We will only be texting for matters directly related to this Campaign.

Virtual ISA: Campaign Overview

As simply as possible: what is your #1 Goal for this Campaign?

e.g. "Convert more Leads to Closed Sales" or "Nurture my database more consistently" etc

Have you used an Inside Sales Agent (ISA) in your business before?*

Yes, we currently have ISAs.

Yes, we've had ISAs in the past.

No, this is our first time with ISAs.

How are your ISAs working out right now?*

Please describe your ISA(s) and provide a bit of context on their role, responsibilities, and what went well (and / or what went wrong).

How did it go in the past?*

Please describe your previous ISA(s) and provide a bit of context on their role, responsibilities, and what went well (and / or what went wrong).

ISA Scripts, Templates, and FAQs

Do you already have Scripts, Templates, and FAQs you'd like your ISA to be using?*

We also have proven Scripts, Templates, and FAQs with 10,000+ hours on live calls, which we can help you customize as part of this Launch process.

Yes, we have a proven Scripts, Templates, and FAQs.

No, we would like to use REVAS Scripts & Templates.

Is it convenient for you to upload your ISA Scripts, Templates, and FAQs right now?*

Even if you only have some (but not all) Files ready to Upload, the more we can knock out right now, the better!

Yes, show me the Upload box.

No, please get it from me later.

Upload your ISA Scripts & Templates here:*

You can use this box to Upload multiple Files.

Drop files here or

Max. file size: 128 MB.

Phone System

Do you already have a Phone System you want the ISA to use?*

We will provide a dedicated local Phone Number that can make & receive Calls and Texts... but if you have a Phone System you'd prefer us to use, that is also fine!

Yes, we already have a Phone System in place.

No, we will be using REVAS's Phone System.

What Phone System do you have that the ISA will be using?*

What Area Codes would you prefer for the ISA's Caller ID?*

The best practice is to choose Area Codes in the same location as your Prospects.

Lead Tracking Systems

Do you have a CRM you'll be using to track these Leads?*

Yes, we have a CRM.

We use a Spreadsheet.

No, we don't have any type of CRM.

What CRM are you using to keep track of your Leads?*

Will the ISA be working directly out of the CRM?*

Yes, the ISA will be working directly out of the CRM.

No, we will provide a List for the ISA to call & follow up.

Do you have a CRM User Account that you want the ISA to use?*

Yes, I have the Login Info handy & can share it now.

Yes, but I don't have the Login Info handy.

No, please get it from me later.

This is a secure Form, and we will NOT share or re-use this info!

CASE SENSITIVE! Please be sure the Password for your ISA's CRM Account looks correct.

ISA Contact List

Do you already have the List for the ISA to start calling & following up?*

Yes, we have a List ready to go!

No, we do not have the List ready yet.

Is it convenient for you to upload your List(s) right now?*

Yes, show me the Upload box.

No, please get it from me later.

Upload your Telemarketing List here:*

Drop files here or

Max. file size: 128 MB.

Lead Capture Process

When the ISA gets a Hot Lead, do you have an established System / Process for Lead HAND-OFF?*

Yes, we do Live Call Transfers.

Yes, we have an Online Calendar to book calls.

Yes, the ISA can submit it via our Lead Form.

Yes, the ISA can enter Leads directly to the CRM.

Yes, the ISA can Email / Text us the Leads in real-time.

No, we do not have an established System / Process.

Other

Is it convenient for you to share the Link to your Online Calendar right now?*

Yes, I can copy + paste the link.

No, please get it from me later.

Link to your Online Calendar where the ISA can schedule call-backs:*

Is it convenient for you to share the Link to your Lead Form right now?*

Yes, I can copy + paste the link.

No, please get it from me later.

Link to your Lead Form where the ISA can hand off Hot Leads:*

Conclusion

Any final questions or comments you'd like to add?*

Yes, one last comment or question.

No, that's everything! Let's move on to scheduling the Onboarding Call.

What final question(s) or comment(s) would you like to add?*

Virtual ISA Onboarding Form

ATTENTION: Your Virtual ISA Order Is STILL PENDING!

Confirming Your Info

Virtual ISA: Campaign Overview

ISA Scripts, Templates, and FAQs

Phone System

Lead Tracking Systems

ISA Contact List

Lead Capture Process

Conclusion

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