Clientbook Quiz
Why do we use Clientbook? (Select All That Apply)
Increase earning potential
Aid with long-term marketing
Customer relationship building
Share client information with colleagues
Increase sales
Your iPad: Which statements are true?
Your iPad must ONLY be used at your desk.
Your iPad must be kept clean and always charged.
Your iPad must be used as a daily working tool.
Your iPad must have a case.
What are the "4 Essentials" you need to get from a client when you first meet them? (Select All That Apply)
First and Last Name
Email Address
Partner's Name
Phone Number
Partner's Phone Number
Street Address
Client's Birthday
4. Once you have your client's 4 Essentials, what set of primary information should you aquire?
Ring Size
Their Partner's 4 Essentials
Anniversary Date
Diamond Size
Ring preference
Use Kiosk Mode to get a client's... (Select All That Apply)
Name
Email
Ring Size
Address
Mobile Number
Anniversary Date
How do you update a client's information?
Through Kiosk mode
Through a client's Profile
Through client Collections
Through client Set-up mode
What information must be logged in Clientbook? (Select All That Apply)
All details of products your clients are interested in.
The estimated/projected transaction value of an opportunity.
All activities and follow-ups.
All texting and digital outreach.
How late your client was to an appointment.
What is the timeline for the average engagement ring client to purchase?
1-3 weeks
2 months
5 weeks
6 weeks
How long can you keep an opportunity open for, before you must change it to "long-term"?
1 month
3 weeks
3 months
50 days
2 months
What is the most effective and efficient way to reach a client? (Select All That Apply)
Mobile Phone
Email
Text
Pigeon
Telepathy
What daily updates can you view on the Today Page?
Client Engagement
Daily Goals
Daily Reminders
Sales Opportunities that will be closing in the next 7 days
Client Collection Update Notifications
Unread Messages
What are Tags used for?
Tags are used to filter search for any collections you have made for any client.
Tags are used to organize clients by common interests.
Tags are used to filter through topics you have discussed with clients through messaging in Clientbook.
Tags are used to group clients into Collections based on common interests.
How do you log an update with a client?
Click the + icon under a client's Activity tab.
Click the client's profile icon.
On the client's Quick View Page.
Under the client's Opportunities.
How do you make sure, when MASS messaging, that each message is addressed to the correct client?
Type :name: which will automatically insert each client’s name in that space.
Type /name/ which will automatically insert each client’s name in that space.
Tap the "name autofill" button by the message bar.
Under Bulk Action select "Add Tag" first before "Send Message".
What is the purpose of Collections? (Select all that apply)
Collections are a great way to keep track of a client’s favorite products.
Collections are an easy way to categorize a client's tags.
Collections are a way for you to keep track of pieces your client has previously purchased.
Collections are a great way to take note's on a client's personal information.
Collections help your colleagues assist your client if you are out of the office.
What are Filters used for?
Filters are used to search for clients efficiently by tags, birthday, client activity, etc.
Filters are used to filter through your Daily Reminders list based on type.
Filters are used to organize clients by first name.
Filters are used to organize products in collections by type, price, metal, etc.
If you need a refresher on how to use certain elements of Clientbook, how do you get to the Video Tutorials?
Through Facebook
Through Settings
Through emails sent from time to time.
Through the "Training Videos" icon on the home screen.
Reminders are an effective tool... (Select All That Apply)
To feed your dog.
To make dental appointments.
For following up with clients.
To annoy clients.
To help increase your earnings.
Why do we need the partner's information? (Select All That Apply)
To invite the partner to shows and events.
To keep in touch with the partner for wedding bands.
Because the partner runs the household expenses.
To pester them with mass marketing messages.
What is the purpose of life events and preferences? (Select All That Apply)
Waste of time.
Personalize the experience.
Gain valuable talk information for future opportunities.
To stalk your client.
Have valuable talking points for buying occasions (Birthday, anniversary, etc.)
Where do you find a client's Life Events?
Under a client's Profile.
Under a client's Quick View tab.
Settings
Under a client's Activity tab.
Where do you find a client's Preferences?
Under a client's Profile.
Under a client's Quick View tab.
Settings
Under a client's Activity tab.
How do you get to Kiosk Mode?
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How to you access message Templates?
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