Regarding Financing handoff:
While lenders need to see P&Ls and IRS acceptance, the Lenders require a different set of documents. For example, they won’t be looking at 941s and or Payroll registers. Many lenders will want to do themselves but we can gather initial docs at stage 14 in Pipedrive, possibly earlier to assist, especially with early lender placement.
Initial additional financing information needed (should have been collected in the process already):
Helpful information:
► You may click the Save Button found at the bottom of the form any time to come back to complete this form later, without losing any of the info you’ve entered!
► It is best to fill out this form on a desktop or laptop computer with access to files and the ability to upload.
► Finally, if you have questions, you may reach us at:
Timing for follow up:
Consider that many (if not most) businesses who enter into our system will be driven there by ads, meaning they have been interrupted in their normal course to business. They want the money and the move forward but may need a little time to get to it, even likely after regular business hours.
The automated messages can move them forward initially and give them breathing room. With this in mind, we give them at least a full day to get back to this before moving forward. Then another day for each stage. In general we will be sending out email and texts when a milestone is completed, and 2 days to accomplish the next milestone before involving an agent.
Most businesses can self progress, and those whose accountant or bookkeeper is referring them to us and going through our ERC filing with them, should be able to go through the entire process themselves without any Business Advisor intervention, especially after the first 1 or 2. In the beginning it may take about 10 days. Give them the option of scheduling time.
Example: A new lead comes in on Monday gets immediate email and text on how to finish application, the next day gets a follow up text and email. Wednesday they become a task for an Business Advisor to follow up. As they progress and reach the next milestone, the same happens, this way the Business Advisor knows what happened, but is not tasked to engage them until milestone day + 2 business days. This gives them a chance to respond.
Client Document Managers (CDM):
Clients will have someone assigned to the CDM role. This could be the owner, but is often their accountant or bookkeeper. We need to work with this person directly to get all the relevant docs. Use your personal links to communicate with the client and document managers and schedule time, which will be on a Zoom call. It’s essential that your computer has the right screens open, a fast connection, professional background (use static or blurred Zoom background if needed), and that your phone is also available should you need to call.
ONBOARDING WITH CALENDLY
Calendly:
Using Keap:
Keap: Dashboard navigation:
https://drive.google.com/file/d/1PiTu8oDit0g5YaSTqsLG3IOP6l1Hvlfv/view?usp=sharing
Opportunity navigation:
Notes on handoff to ERC Processing:
New Lead Text After 1st Call Attempt
Hi <Client first name>, This is Business Advisor Full Name with Ultimate ERC. I called just now and want to follow up from your initial inquiry to help you claim your ERC Refund.
I am reaching out to answer any questions you may have.
You can reach me at Business Advisor Cell
Thanks
New Lead Email After 1st Call Attempt
Following up on ERC application
Hi <Client first name>,
This is Business Advisor Full Name with Ultimate ERC. I called just now and want to follow up from your initial inquiry to help you claim your ERC Refund.
I am reaching out to answer any questions you may have.
You can reach me at Business Advisor Cell
Thanks
Following up on ERC application
Hi ,
This is Business Advisor Full Name with Ultimate ERC. I called just now and want to follow up from your initial inquiry to help you claim your ERC Refund.
I am reaching out to answer any questions you may have.
You can reach me at Business Advisor Cell or Business Advisor Email
Business Advisor First Name
(Can also be used for 2 or more employees, just change 0 to # of employees)
0 Employees Text 2nd Call Attempt or Later
Hi <Client first name>, This is Business Advisor Full Name with Ultimate ERC. I called just now and want to follow up from your initial inquiry to help you claim your ERC Refund.
I noticed that you had 0 W2 employees on your application for 2020 and 2021. The ERC credit is only for full time or part time employees that are not the owner, nor the owner’s immediate family. If this means you do not qualify please let me know, so I can remove your application.
Otherwise, I am reaching out to answer any questions you may have.
You can reach me at Business Advisor Cell
Thanks
(Can also be used for 2 or more employees, just change 0 to # of employees)
0 Employees Email 2nd Call Attempt or Later
0 employees on your ERC application
Hi <Client first name>,
This is Business Advisor Full Name with Ultimate ERC. I called just now and want to follow up from your initial inquiry to help you claim your ERC Refund.
I noticed you had 0 employees on your application, the ERC only applies to W2 employees that worked in 2020 or 2021, and are not the owner, nor immediate family of the owner. If this means you do not have 1 employee to claim please let me know, so I can remove your application.
Otherwise, I am reaching out to answer any questions you may have.
You can reach me at Business Advisor Cell
Thanks
1 Employee Text 2nd Call Attempt or Later
Hi <Client first name>, This is Business Advisor Full Name with Ultimate ERC. I called just now and want to follow up from your initial inquiry to help you claim your ERC Refund.
I noticed that you had 1 W2 employee in 2020 or 2021. The ERC credit is only for employees full time or part time that are not the owner nor the owner’s immediate family. If this means you do not qualify please let me know, so I can remove your application.
Otherwise, I am reaching out to answer any questions you may have.
You can reach me at Business Advisor Cell
Thanks
1 Employee Email 2nd Call Attempt or Later
One employee on ERC application
Hi <Client first name>,
This is Business Advisor Full Name with Ultimate ERC. I called just now and want to follow up from your initial inquiry to help you claim your ERC Refund.
I noticed you had 1 employee on your application, the ERC only applies to W2 employees that are not the owner, nor immediate family of the owner. If this means you do not have 1 employee to claim please let me know, so I can remove your application.
Otherwise, I am reaching out to answer any questions you may have.
You can reach me at Business Advisor Cell
Thanks
Just Spoke To You Text
Hi <Client first name>, This is Business Advisor Full Name with Ultimate ERC. I called just now and wanted you to have my contact information.
Please feel free to call or text with any questions you may have.
You can reach me at Business Advisor Cell
Thanks
Just Spoke To You Email
Just spoke with you about ERC application
Hi <Client first name>,
This is Business Advisor Full Name with Ultimate ERC. I called just now and wanted you to have my contact information.
Please feel free to call or text any questions you may have.
You can reach me at Business Advisor Cell
Thanks
If you make an appointment on the phone with the person text
Hi <Client first name>, This is Business Advisor Full Name with Ultimate ERC. I called just now to follow up on your initial inquiry to help you claim your ERC Refund.
I was reaching out to answer any questions you may have.
I have scheduled a call for TIME and CLIENT TIME ZONE
My direct number is Business Advisor Cell
Thanks
If you make an appointment on the phone with the person email
Hi <Client first name>,
I called just now to follow up on your initial inquiry to help you claim your ERC Refund.
I was reaching out to answer any questions you may have.
I have scheduled a call for TIME and CLIENT TIME ZONE
My direct number is Business Advisor Cell
Business Advisor First Name
Follow up after signing contract:
Text:
Hi <Client first name>,
Business Advisor First Name with Ultimate ERC, trying to follow up on the contract you signed for us to file your IRS ERC credit. I am reaching out to help you get the documents we need.
The ERC is up to $26,000 for each W2 employee that you had in 2020 or 2021 during the pandemic, that are not the owner of the company nor immediate family. It is a reward for something you have already done. If this means you do not qualify please let me know so I can pull your application.
Thanks
ERC contract follow up
Hi <Client first name>,
Business Advisor First Name with Ultimate ERC, trying to follow up on the contract you signed with us to file for your IRS ERC credit.
The ERC is up to $26,000 credit for taxes paid for each W2 employee that you had in 2020 or 2021 during the pandemic, that are not the owner of the company nor immediate family. It is a reward for something you have already done. If this means you do not qualify please let me know so I can pull your application.
Thanks
Business Advisor First Name
Getting people to sign the POA (Power Of Attorney) and Contract:
Signature Text
Hi <Client first name>,
Business Advisor First Name with Ultimate ERC, trying to follow up on the application you completed for the IRS ERC payment. I am seeing that you have not signed the power of attorney nor the contract we need signed before we can get you to processing.
Please let me know what questions I can answer, so you can get into processing.
Below is the link to the documents to sign:
UltimateERC.com/Agreement
Signature Email
Following up on your completed ERC application – Signatures
Hi <Client first name>,
This is Business Advisor First Name with Ultimate ERC, trying to follow up on the application you completed for the IRS ERC payment. I am seeing that you have not signed the power of attorney nor the contract we need signed before we can get you to processing.
Please let me know what questions I can answer, so you can get into processing.
Below is the link to the documents that need to be signed.
UltimateERC.com/Agreement
Business Advisor First Nam
Hand With Documents Text
Hi <Client first name>,
Business Advisor First Name with Ultimate ERC, trying to follow up on the documents we need for the IRS ERC credit for you.
If the documents we have asked you to provide look like a high mountain you are not alone. I have some documents I can send to you to make it easier, if you like. Some of the detail we need is for audit purposes, and some of the detail is to make sure we apply for all of the provisions possible in the ERC.
Please let me know if you would like a hand.
Thanks
Hand With Documents Email
Documents for ERC credit
Hi <Client first name>,
I am trying to follow up on the documents we need for processing to determine the IRS ERC credit for you.
If the documents we have asked you to provide look like a high mountain you are not alone. I have some documents I can send to you to make it easier, if you like. Some of the detail we need is for audit purposes, and some of the detail is to make sure we apply for all of the provisions possible in the ERC legislation.
Please let me know if you would like a hand.
Business Advisor First Name
Text: Need 941s
Hi <Client first name>, Business Advisor First Name with Ultimate ERC, I see that you have signed the documents, but have not uploaded your 941s for 2020 and 2021, and other documents we need to file your ERC, what can I do to help?
Click Here to Upload Your ERC Documents:
Email: Need 941s
Your ERC submission is waiting on your documents
Hi <Client first name>,
Business Advisor First Name with Ultimate ERC, I see that you have signed the documents, but have not uploaded your 941s for 2020 and 2021, and the other items we need to file your ERC, what can I do to help?
Click Here to Upload Your ERC Documents:
https://UltimateERC.com/Info
Business Advisor First Name
Here’s the recording of First Training: https://www.dropbox.com/s/jhh8tcwmhtw1y2x/Order%20Agent%20Training%2010-3-22.mp4?dl=0
Here is a list of FAQs from the training, still being cleaned up: (Will activate link shortly)
https://docs.google.com/spreadsheets/d/1lJyPelcRol1eP9K8SR0OkgHButfd3aH0cgsPcu3UKuQ/edit?usp=sharing
Here is recording of the Second training::
And here is the document Annie refers to in the training (best to read this first, as she scrolls through it back and forth while talking.):
Typical delays are getting in Doc collection, for which we have separate links to upload
Main links:
Here are specific doc upload links for the most common items that require separate upload :
This next link is only to be used rarely in the event that a PPP application could not be obtained from the bank that handled it. Ultimately the bank must deliver it, but we can advance the process while we are waiting on the bank’s actual document:
https://UltimateERC.com/MissingPPP
Calendar Links to Direct Prospects/Clients:
Your personal Calendly link for scheduling time to meet with clients:
https://calendly.com/ultimateerc/larry
https://calendly.com/ultimateerc/kristy
https://calendly.com/ultimateerc/robbin
https://calendly.com/ultimateerc/taylore
https://calendly.com/ultimateerc/lauren
https://calendly.com/ultimateerc/heather