Purpose: SalesThis SOP defines when a lead issue must be escalated, who it should be escalated to, how fast, and how to document it—so no lead is lost due to internal delays or confusion.1. Purpose of ThisTo ensure:✔ Lead issues are resolved quickly✔ No h ...
Purpose: For Inbound Sales, Follow-Up, CX, BD, Ops, and Management TeamsThis SOP defines what must be reported daily, which KPIs each team owns, expected benchmarks, and how daily reporting drives accountability and conversion growth at Cashkr.1. Purpose ...
Purpose: For Inbound Sales, Follow-Up, and CX TeamsThis SOP defines when manual order creation is allowed, how to create orders correctly in the Admin Panel, and what validations are mandatory to avoid failures, SLA issues, and customer complaints.1. Purp ...
1. Purpose of This ModuleThis module explains how inbound leads move from Lead → Order using the Admin Panel, and how the Sales & Follow-Up Teams should handle each lead to maximize conversions.Goals:✔ Convert high-intent users into orders✔ Reduce dro ...
Purpose: For Inbound Sales & Follow-Up Teams (with CX visibility)This SOP defines how to handle two Connected outcomes correctly—to avoid duplicate orders, reduce unnecessary follow-ups, and protect data quality and conversion metrics.1. Purpose of Th ...
Purpose: For Inbound Sales, Follow-Up, CX, BD, and Management TeamsThis SOP explains how Cashkr uses data (leads, calls, dispositions, orders, and city insights) to systematically improve Lead → Order Conversion %—not by guesswork, but by measurable actio ...
Purpose: For Inbound Sales & Follow-Up Teams1. Purpose of This ModuleThis SOP explains what dispositions are, why they are critical, and how Sales teams must correctly select dispositions after every call.Correct dispositioning helps Cashkr:âś” Track re ...
Purpose: For Inbound Sales & Follow-Up TeamsThis script is designed for high intent buyback leads (Cashkr users who checked price but didn’t complete order).Tone: Polite, confident, helpful, non-pushy.1. FIRST CALL SCRIPT (New Lead / Not Called)Object ...
Used by: Store Partnership / Channel Expansion Team Purpose: To train Onboarding Associates on how to guide store vendors in handling in-store customer communication — from greeting and explaining the offer to addressing objections, verifying IDs, ...
Purpose: For Inbound Sales & Follow-Up TeamsThis SOP equips Sales teams with clear logic + exact responses to handle the most common objections without over-promising and while protecting Cashkr’s pricing integrity.1. Purpose of This ModuleTo help Sal ...
Purpose: For Inbound Sales & Follow-Up TeamsThis SOP clearly explains what qualifies as “Connected” vs. “Not Connected”, how to select the correct disposition, and why this distinction is critical for conversion tracking, follow-ups, and performance r ...
Purpose: For Inbound Sales, Follow-Up, CX, and BD TeamsThis SOP explains how to professionally close a lead when Cashkr cannot service the customer’s pincode or device—without damaging trust or brand perception—and how to capture demand for future expansi ...
Purpose: For Inbound Sales & Follow-Up TeamsThis SOP standardizes how, when, and how often to follow up with leads—and provides approved rebuttals to move conversations forward without pressure or false promises.1. Purpose of This SOPTo ensure follow- ...