The PMB Sales Process is designed to systematically guide agents and potential clients from initial training through to full integration and support. Below is a detailed step-by-step overview of the process:

Step 1: Train & Equip

• Action: Vivid Health trains the agent and provides necessary marketing materials.

• Objective: Ensure the agent is fully prepared and equipped with the knowledge and tools to engage potential clients effectively.

Step 2: Prospect

• Action: The agent sources healthcare opportunities.

• Objective: Identify potential clients who could benefit from the PMB services.

Step 3: Qualify

• Action: The agent qualifies the prospect and engages the Vivid Health Team.

• Objective: Determine the prospect’s needs and readiness to proceed, ensuring they are a good fit for PMB services.

Step 4: Demo

• Action: The agent schedules a product demonstration using the sales rep’s scheduling link and fills out the Opportunity Registration link.

• Tasks:

  • Schedule the demo using the scheduling link.

  • Complete the Opportunity Registration Form.

  • Sales representative for PMB executes the product demo.

  • Present the value proposition to the prospect.

Step 5: Close

• Action: The agent presents pricing and completes the Partner Merchant Agreement.

• Objective: Secure the client's commitment and formalize the agreement.

Step 6: Board

• Action: The agent receives the approved Merchant Identification Number (MID) and submits the VAR sheet to Vivid Health.

• Objective: Finalize the client's onboarding process with all necessary documentation and approvals.

Step 7: Install & Support

• Action: PMB performs the installation with the provider/merchant and provides ongoing technical support.

• Objective: Ensure a smooth transition to using PMB services and maintain ongoing client satisfaction with continued support and troubleshooting.

This structured sales process ensures that agents are well-prepared and that each prospect receives thorough and personalized attention, leading to successful integration and ongoing support.

VH Agent Welcome Deck (2).pdf