The DSR Office Plans

In addition to office visits, all In addition to office visits, all DSR’s will need to account for DSR’s will need to account for the following: Total 14 hours per the following: Total 14 hours per monthmonth•1 ½ hours for DSR training, webinar meetings & phone de -briefing•2 hours a weeks for team check in w- central•Around 3 ½ hours per week or 14 hours per month

The DSR Office Plans

SMALL OFFICE PLAN: >350 Leads per year SMALL OFFICE PLAN: >350 Leads per year Total 2 hours per monthTotal 2 hours per month•DSR will travel to office once every other month for a 3 hour visit. They will conduct office hours & presents the WLN template with the office manager. Office Support breakdown:•OFFICE HOUR SUPPORT:

2 Hours once a month, every other month Off months conduct 1 hour con call w- manager

•MEETING TEMPLATE & CALL SESSION SUPPORT:•1 Hour every other month for conducting office meeting

Breaks down to 30 minutes a month•Office managers will conduct their own call session•Around 2 hours per month

The DSR Office Plans

MEDIUM OFFICE PLAN: 350-700 Lead per year MEDIUM OFFICE PLAN: 350-700 Lead per year Total 6 hours per month Total 6 hours per month

Every other week the DSR will hold a 2 hour office session. The DSR will also assist the manager in conducting their WLN team meeting and call session. Details broken out below:OFFICE HOUR SUPPORT:Every other week - 2 hour office visit (in person) = 4 hours a monthMEETING TEMPLATE & CALL SESSION SUPPORT:1.5 hours a month allocated for conducting office meeting or call session

Break Down: 2 hours per call session (6 per year)1 for office WLN meeting (6 per year)

Around 6 hours of DSR support per month

The DSR Office Plans

LARGE OFFICE PLAN: 700-1800 Leads per year Total 10 hours per month DSR will conduct office hours every week for 2 hours. The DSR will also present the WLN template along with the office manager and co-host bi-monthly call session.OFFICE HOUR SUPPORT:Weekly 2 hour office visit = around 8 hours per monthMEETING TEMPLATE & CALL SESSION SUPPORT:1.5 hours a month allocated for conducting office meeting or call session

Break Down: 2 hours per call session1 for office WLN meeting

Around 10 hours of DSR support per month

The DSR Office Plans

X-LARGE OFFICE PLAN: 1900 + Leads per year Total 26 hours per monthOFFICE HOUR SUPPORT:2 Weekly 2 hour office visits = 16 hours a month8 additional monthly Hours of extra phone support to central, RVP and office communication1.5 hours a month allocated for conducting office meeting or call session

Break Down: 2 hours per call session1 for office WLN meeting

Around 26 hours of DSR support per month

The DSR Office PlansDefinition of Office hours: 1-8 hours a week per office, varying by office size. •Open door to LS’s, address weekly questions & concerns Review office Portal reports with office Manager, make suggestions.•Review leads sent to inactive & discuss with manager & LS•Update office WLN Success tracker & Promotion board hanging in office•Speak with new agents out of fast track & recruit to build WLN bench•Review rotation & make sure office maintains minimum # of active LS’s•Post & Communicate WLN updates•Encourage office to make trip to central for WLN Call center

The DSR Office Plans

 

Definition of Office Meeting:Conduct Monthly LS office meeting, present template (1 ½ hours) & holding call session (2 ½ hours)

DSR will present template in multiple offices a week, account for set up & break down time

DSR will conduct bi-monthly WLN companywide call sessions for office, might combine 2 local offices to do call session together at one location. The smaller lead volume offices will have their call session conducted by sales manager. DSM will train the manager via webinar on how to conduct session.

The DSR Office Plans

Assumptions:

•All LS’s will be encouraged to bring all urgent matters to the office managers & the WLN help desk.•DSR’s will not be available for phone support to the LS’s. WLN will provide a $10.00 a month phone allowance to cover any cell phone contact needed with central.•Any office matter that cannot be resolved by the help desk or office manager will be escalated to the inside support team; Help Desk & DSM. They will address and resolve with DSR involvement.•Based on 50 work weeks in the year

Roles & ResponsibilitiesRVP, Manager, DSR, DSM

• Working side by side implementing the regional plan together.

Roles & ResponsibilitiesTask/

ActionRVP Manager LS DSR DSM

Monthly Office Reviews

Con call with DSM & DSR

Hold with each LS   Hold with each office manager Hold with each DSR

Monthly WLN Team meetings w- LS

 Set dates with DSR & Host/hold

meetingsMandatory attendance

Set dates with manager,Host/hold meetings

Provide materials & Verify meetings &

attendance

Call Sessions   Set up and Host sessions  Set District sessions as needed, set up companywide sessions

Set & Run Companywide sessions

LS Activations & Training

Forward completed

agreement to WLN

Review agreement with new LS, send to RVP.

Your leads Your time Orientation & Training

 Sign up in Capture for Workshop Sign agreement

Activations as discussed w- manager

Follow up w- LS on each lead sent to them

WLN live workshopDirect LS to PRO support Review PRO with DSR

& online modules Review lead activity

 Review leads passed to agents

for coaching opportunities 

Review leads passed to agents for coaching opportunities

 

Review Inactive Lead activity

 Develop inactive lead strategy w-

DSR 

Review leads set to inactive weekly  

Maintain a process to manage

Tracker board     Update tracker boardProvide info to DSR for

posting

Office Sales meetings

 Performance recognition and

updates weekly  

Mk recommendations on Success Stories & performance

recognition

Attend periodically for performance recognition

Maintain the right # of LS

  Rotations, create bench of LS   Weekly/monthly review rotations  

Communications       

Weekly broadcasts, news, reminders

recognitions

Terminated agents  Immediately inform DSM of

terminating agent.  

 Process to handle leads

Roles & Responsibilities- DSM

Task/Action DSMMonthly Office Reviews Hold with each DSRMonthly WLN Team meetings w- LS Provide materials & Verify meetings & attendanceCall Sessions Set & Run Companywide sessions

LS Activations & Training Receive Completed copies of LS agreements

Review lead activity Review Inactive Lead activity Tracker board Provide info to DSR for postingOffice Sales meetings Attend periodically for performance recognitionMaintain the right # of LS Communications Weekly broadcasts, news, reminders recognitionsTerminated agents Process to handle leads

Roles & Responsibilities DSR

Task/Action DSRMonthly Office Reviews Hold with each office managerMonthly WLN Team meetings w- LS Set dates with manager,Host/hold meetings

Call SessionsSet District sessions as needed, set up companywide

sessions

LS Activations & Training

Orientation & TrainingActivations as discussed w- manager

Direct LS to PRO support Review lead activity Review leads passed to agents for coaching opportunities

Review Inactive Lead activityReview leads set to inactive weekly

Maintain a process to manageTracker board Update tracker board

Office Sales meetingsMk recommendations on Success Stories & performance

recognitionMaintain the right # of LS Weekly/monthly review rotations

Roles & Responsibilities- Lead Specialist

Task/Action LSMonthly Office Reviews Review as required with Manager/DSR

Monthly WLN Team meetings w- LS Mandatory attendance Call Sessions Regular participation

LS Activations & Training

Your leads Your timeSign agreementWLN live workshopReview PRO with DSR & online modules

Review lead activity Review with Manager/DSR

Review Inactive Lead activity Review with Manager/DSR

Roles & Responsibilities- ManagerTask/Action Manager

Monthly Office Reviews Hold with each LS

Monthly WLN Team meetings w- LS Set dates with DSR & Host/hold meetings

Call Sessions Set up and Host sessions

LS Activations & Training

Review agreement with new LS, send to RVP.Sign up in Capture for WorkshopFollow up w- LS on each lead sent to them

Review lead activityReview leads passed to agents for coaching opportunities

Review Inactive Lead activity Develop inactive lead strategy w- DSR

Office Sales meetings Performance recognition and updates weekly Maintain the right #

of LS Rotations, create bench of LS Terminated agents Immediately inform DSM of terminating agent.

Roles & Responsibilities- RVP

Task/Action RVP

Monthly Office Reviews

Con call with DSM & DSR

LS Activations & Training

Forward completed agreement to WLN