Beta Team Agreement on Lead Follow-Up and Documentation

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Purpose: This agreement outlines the expectations for the Beta team concerning the timely follow-up with leads and subsequent documentation of these interactions.

1. Prompt Call Response:

a. All members of the Beta team are expected to call leads as soon as possible (ASAP) upon receipt. Delays in response can potentially lead to lost opportunities and weaken the company's brand perception.

b. If for any reason a team member cannot call a lead promptly, they should notify the team leader or designated person immediately so that the lead can be assigned to another team member.

2. Call Resolution Documentation:

a. After every call made to a lead, members of the Beta team must complete the "Call Resolution Form."

b. This form should be filled out comprehensively, capturing all relevant information discussed during the call. Details are critical as they enable the company to understand lead feedback, preferences, objections, or any other relevant information.

c. The Call Resolution Form should be submitted within 24 hours of the call, ensuring data integrity and real-time tracking.

3. Accountability:

a. Regular audits will be conducted to ensure all leads are called in a timely manner and that the Call Resolution Forms are correctly filled out.

b. Failure to adhere to this agreement may result in corrective action as determined by management.

4. Feedback and Continual Improvement:

a. Team members are encouraged to provide feedback on the lead process, tools, and forms to ensure constant improvement and efficiency.

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By adhering to this agreement, we aim to improve our lead conversion rate, maintain our company's positive image, and foster a culture of responsibility and accountability. All members of the Beta team are expected to be familiar with this agreement and uphold its tenets.

Signed,

Amber Contreras

August 21, 2023