1. Auto Enrolment Presenting the Product

2. Auto Enrolment These notes are about Presenting the Issue of the product to the client along with the services we provide in order to address the issue As usual, for more detailed information about the product look at: Solutions in Sales Force The TV Station TeamZone You can also research the product on line in general or email queries to SE

3. Auto Enrolment Auto Enrolment is the term given to the operation of a work place pension Employers are legally obliged to be registered and operate an opt in pension scheme for any employees who wish to subscribe to it

4. Auto Enrolment The task to call is triggered by 5 events 1- 3 months before the clients staging date 2 – If Concierge, on pick ask if the client would like some information about AE 3 – Client requests information 4- Client enrols in payroll 5 – We discover client is employing Staff

5. Script Hi John Its Bill from the accountants Tony asked me to give you a call to let you know about Auto Enrolment Its to do with operating a workplace pension scheme - We can do it for you if you want and deal direct with the financial service company that operate the pension - We just need to cover the set up fee which is £50plus vat (£60) or £100 plus vat if over 5 employees (£120) - Then we just charge an extra £10 plus vat (£12) pm

6. Payment Procedures in General Clients can pay the set up fee by credit card – take details Or add to direct debit – The Monthly Fee will be taken Monthly by direct debit, so get bank details in case we need to set up a new direct debit Update Payment_Agreements on the relevant related record to the ACCOUNT

7. Follow Up Tasks If relevant, e.g. client asks you to call again or you think a follow up is needed set a task for any follow up calls Or assign task to someone else

8. None Responsive Clients in General After a reasonable number of tries and the client is not responding, apart from going to visit the client, the only thing you can do is reassign the task and notes, detailing the problem to SE SE can then decide what to do Make sure that you email the client from salesforce advising that you have called and why Also check you are contacting the right person (details are on the account)

9. Record Maintenance in General Updating records (especially Account & Contact records provide information so that you, the accountants, CRM and anyone involved in the job: Can have at their fingertips relevant information so they can do the job more accurately Automatic procedures can be set and fired We improve our own due diligence Opportunities for improved service, efficiency & income are created

10. Caveat The call is not difficult but care, respect and common sense must prevail on every case It is also a good way to learn the systems and meet the clients Whereas employing us to do a certain job will be to the clients advantage – it is ultimately their choice whether they are going to utilise our (or anyone else's) services Alert the issue, present the solution and advise the costs – Never try to sell to clients or talk them into anything

11. Approaching Clients Remember when approaching clients – some people may not wish to discuss the issue with someone they don’t know At this point simply transfer to Tony or Stuart or advise the client that you will get Tony to Call – then update and assign the Task

12. Get that Paperwork in let us do our job