Deal Standard Operating Procedure
Deal Standard Operating Procedure Quiz
Test your knowledge on the Deal Standard Operating Procedure with this comprehensive 12-question quiz! Whether you are a new advisor or a seasoned team member, this quiz will help you reinforce your understanding of essential deal processes and protocols.
- Multiple choice questions to assess your knowledge.
- Real-world scenarios to enhance practical application.
- Instant feedback on your selections.
What should the "Lead Status" property be changed to on a Lead's Contact page when you open a deal?
Interest Confirmed
Opportunity
Open Deal
None of the above
What Deal properties must be completed on ALL deals?
Pipeline, Courses, Close Date, Payment Plan, Canadian Based, Revenue Stream, Discount, XR Dev 1:1/XR Des 1:1 (only if applicable)
Discount, Courses, Pipeline, Close Date, Currency, Payment Plan, Canadian Based, Revenue Stream
Discount, Courses, Pipeline, Close Date, Payment Plan, Canadian Based, Revenue Stream, Cohort Time
None of the above
When moving a deal to Closed Won where the lead has only submitted their depsoit (Example: Using Climb to fund the course) advisors should change the deal's product line item to the actual dollar value of the sale, and delete the existing deposit item. This allows the full dollar amount of the sale to be reflected in the Deal.
True
False
The Deal property "Canadian based" only needs to be filled out if the lead is based in Canada.
True
False
What information should be included in ALL Deal names? (select all that apply)
Revenue Stream
Discount
Cohort Start Date
Cohort End Date
Lead Company
Plus/Starter Pack (if applicable)
Course
Payment Plan
Currency
Lead Full Name
What property(s) must you complete on the Contact page after moving each deal to "Closed Won"?
None, all Deal properties copy over to the Contact page once a deal is moved to Closed Won
Lifecycle Stage
Cohort Time for either 10W-Des, 10W-Dev or 30W-Bootcamp
Pipeline
What is the correct Deal Pipeline for a D2C 10-Week XR Development with Unity deal?
Intro to XR Development
Intro to Unity 3D Dev
B2C Pipeline
Development Services
None of the above
According to the Deal SOP in ClickUp what is the best practice / HubSpot etiquette for all leads who have a deal open under "Invoice" or "Interest Confirmed"?
Enrol the lead into a sequence so follow-up tasks populate
The lead should have a high priority follow-up task and never sit in that status for longer than 1 week
Call them daily until they close
Send them the Enrolment Agreement
If a lead is using Climb to fund the course, they don't need to pay us anything directly.
True
False
Which Deal property(s) only needs to be completed if the deal is for a 10-week course Plus pack?
Canadian Based / Revenue Stream
Payment Plan
Currency
XR Dev 1:1 / XR Des 1:1
None of the above
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