Website Plan

Company Name: Dynamic Empire

Domaine: dynamicempire.net

Slogan: Do business. Leave the hunting for us.

Logo:

Phone Number: 1 (407) 946-2992

Fax Number: 1 (407) 946-2992

Email: info@dynamicempire.net

Web site pages:

- Home Page

- Purchase now will replace by free quote

- Services

· Digital and Social Media Marketing

· Graphic and Web design

· Consulting

- Contact Form (Full name, phone number, email, Message)

- About Us

- Login (Icon)

Color: Blue (just like the logo)

Social Media Link:

Instagram: http://instagram.com/dynamicempireg

Facebook: https://www.facebook.com/DynamicEmpireG/

Twitter: https://twitter.com/DynamicEmpireG/
Removing section:

Similar website (landing):

1) https://leadgeneration.com/

2) https://thriveagency.com/

Login System Plan

CRM

Account Type: Admin, Manager, Confirmation Agent, Leaders, Representative, Business Account,
Referral Agent User (RAU)

Users

Admin

- Activated and deactivated new user account.

- Approve payroll.

- Add a business account (business name and email)

- Change payroll Setting for each user type.

- Upgrade or downgrade a user.

- Marketing Report (admin can see a lead report sort by products, date,
representative, company, location [zip code] and all) - Need to add department in
Marketing Report

- Add sales

· When a manager adds jobs, the system will ask if the job is approved, not
approved or pending [default], lead number, contract amount*, contract date*,
product*, Profit (percent pay) and payees.
General Manager

- Advise Manager (Internal Messaging system)

- Create new users

- Create payroll - “Still glitching”

- Reset users password

- Payout

· 0.5 percent on all sales (can modified later by admin)

- Have access to see all users and able to some make changes in their account

· Assign representatives to a supervisor.

- Create accounts. It would be by default a representative account. Only the admin can
upgrade it to an upper level

Confirmation Agent

- View all team leads

- Change leads status (Confirm, cancelled, out of coverage area, not interested)

- Reset dead leads.

- Payout (Earn $5 on each direct confirmation, plus bonus)

- Convert Call Requests to full lead if they find the customer full information.

Supervisor

- View their team leads.

- Advise team members (Internal messaging system)

- Update their lead information if there is an error and add comment.

- Payout (Commission their earn on their team).

· Earn $12 per confirm they generated.

· $50 per sales (approve or not) they generated.

 o They will get paid $2.5 on each confirmed appointment of their team if they earn
14 confirms or more for themselves. We name this commission “Leadership”. “ Still
glitching”

Representative

- Send leads

- Send Call Request (Lead that has missing information, such as the customer
address. If the representative only has the customer’s name and phone number, he will
send this lead as a call request.

- Training Supply (A google drive link. We will work on this page on future project)

- Coverage Area (Link to an excel sheet. We will develop this page later)

- Payout (Payroll balance, Leads sent, leads status)

· Earn $10 per confirm plus bonus. The bonus can be any amount.

· $10 for bank turn down plus $40 for approved sales. 10+40 = $50
per sales

- They will be grouped in teams. Each team will have a supervisor.

- Drawn Balance

We will have 2 types of groups: normal groups where all the representatives are in and
Major Groups.

After 3 months with no lead send, the representative account will deactivate automatically.

Creating User Account: When creating a user, the system will assign automatically a 5-digit user ID
in the following format: First and last name initial and 5 random number (WL12345), ask for first,
middle name and last name*, date of birth*, email address*, phone number 1* and phone number
2, Full Address (Street name, city, State, Zip code, Country), identification(same as elite), social
media link (Facebook), financial institution information (bank account number [Routing number
and account number] and the bank name)

Business account: Business name, phone number 1 and 2 and primary email and secondary
address. Serving locations. The system will send an email with the lead attached to each lead
assigned to a company. The system will keep track of all sent to business (history). Login. Calendar.

Leads

Lead number: The system will generate a unique 7 digits lead number for each lead.
Lead status

Confirmed: Confirmed (Green), Demo, Pending Sales, Approve Sales (Blue)

Cancelled: Cancelled (Red), Out of Coverage Area (Orange), Not Interested, Dead lead, 1 Legger, Not
Home, Unqualified, Project Completed, Bank Turn Down (Pink), Not Covered (Gray) - Note, Went with
Competitor Note

Call Status: No Answer, Voicemail, Call Back (System requested Call Back Date and time), Wrong
Number, PUHU, Do Not Call, Caller Disconnected, Dial Error

Pending: Pending (Yellow), Follow Up, Sent (Assigned is change to Send to), Future Lead

New Lead will show as pending in the dashboard.

Bank Turn Down: decline sales.

Out of coverage area: Appointment scheduled in a zip code we do not cover.

Lead information: Customer first and last name*, marital status, language (English, Spanish or
Bilingual), Address (Street, city, state, zip code) *, Email (we only require email address for solar
leads), Appointment time and time*, product, note. If the product is a solar lead, the system will
request a picture of the electric bill if available, company assigned. After the lead gets confirmed,
the system will send an email to the company assigned if there is a company link to it.

Format for phone number: ###-###-####. The system will add the dash automatically.

Zip code: 5 digits only (#####)

Call Request: Lead that has missing information, such as the customer address. If the
representative only has the customer’s name and phone number, he will send this lead as a call
request. The system will ask for a name, phone number and note*, and calling date and time.

Payroll

After the payroll is approved by the admin, the system will send a pay stub by email to each user.
This email will include full name, user id, payday, payment breakdown (Commission, Bonus, Gross
Income, Taxes, Deductions, Net Income). Pay Stub template.

They system will record sales and confirm generate on a specific location (Zip code or city) Part of
marketing report

Any lead mark as cancelled should ask for a note.

The payroll circle is bi-monthly. It starts on the 7th and 22nd of each month. The 7th payroll ends
up on the 22nd vice-versa. “Still glitching”

Dashboard

The dashboard must have a search bar where the user will be able to see the lead, they have access
with.

We use the phone number and product to know if the lead is duplicate in the system.

If the user sends a lead that is already in the system, the system will accept this lead, and mark it as
duplicates. The system will link it up to the previous lead number. The user will receive an error
message. The system will mark the second lead as cancelled automatically.

Representative and supervisor: Dashboard will have on the top “daily leads, “daily confirms”,
“Monthly confirmed lead”, and “Call Request”. Each stat bar will compare to the previous day

The second will be the form where the representative can send the lead.

Confirmation agent and supervisor: Dashboard will have on “New Leads [unconfirmed lead]”,
“Call request”, “Total confirmed [Total lead they marked as confirmed]”, and “Earning.”

The second part will be a list of new unconfirmed new leads, and the form to send new leads under
it.

Admin: News Total Leads, and sales growth for the pay period...and more

Import Leads

Security

5 unsuccessful attempts to login, the system will lock out for 5mn. The will show the timer. After 5
unsuccessful attempts, the system will be accessed to the account and ask the user to contact a
supervisor.

Admin will receive a security code after putting the password in order to log in. After 5mn of
inactivity, the system will log out the administrator.
 *************Part II*************
- Internal Messaging System
· Notification (Lead status)
. Feed (Microsoft Teams as example)
- A group chat
· Message
- Broadcast
- A pop up message. (Manager and up)
- Announcement (everybody in the system will see it)
- Bar notification
- If message is longer than the bar it will be scrolling
- We can make announcements on CRM or Homepage.
- Creating a new announcement will overwrite the old one.
- Admin can delete and deactivate it
- Training Room
· FAQ (Search)
· Modules (Section)
- Coverage Area
· Maps
· Setting to update the database
- Business Account User
· Login
- Referral Agent User (RAU) - Rename to Affiliate
· Login
- All their user
- How much commission they earn from users
- How many lead they send
- If user is active or ban
- $1.5 commission from user confirm
- New Lead status (Dead lead, Follow up)
· Confirm outcome (Demo, 1 Legger, Not Home, Pending Sales [System
will ask for contract amount])
· Cancelled outcome (Not Interested, dead lead, Project Completed,
Out of Coverage Area)
· Pending outcome
§ Follow up (A calendar will show up and ask for the new
appointment date and time)
- Marketing Reports (Filter)
- Filter by Department, Country, State and city, Company (Business Account),
Lead By (Users), Leads Sending Dates from to
 - Set filter by default to current month
- Result will show: Total leads, total Confirmed, Confirmed Issued %, Approve
Sales, Bank Turn Down#, Sales Issued %, Gross Sales ($$$Approve sales total),
Total Lost (Bank Turn Down $$$$)

Calculate the total of all column at the bottom

Formula---> Confirmed Issued% = (Confirmed total * 100)/total lead

-
- User activities
· Login, log out and session expired date and time, ban note
- Referral link
- The link can associate to an existing user or an Referral Agent User (RAU)
- Expense Reports
- Description, total, date, vendor, location, Currency, Exchange rate, note
- Payroll Setting
· Representative (Confirmed, Approve Sales and Bank Turn down)
· Supervisor (Confirmed, Approve Sales and Bank Turn Down)
· Affiliate
§ Confirmed
§ Sales (% or flat rate)
· Confirmation agent
§ Confirmed Leads Commission (CLC)
§ Hourly
§ Confirmed
§ Approve Sales
§ Bank Turn Down
· Manager
§ Confirmed Leads Commission (CLC)
§ Hourly
§ Confirmed
§ Bank Turn Down
§ Sales Commission %
· Admin
§ Sales Commission
§ Personal Sales
- Forgot password setting on login page.”Still need to change the background
color
- Field description
· MM/DD/YYYY
 - 3 admin accounts (Wiscarlens, Fabrice, Snocove)
- Export system
· Leads
· Approve Payroll list
· Marketing Reports
- Product Setting
· Add new products
· Update products

- See user activities.

- Create Major group (We name “Departement”) (for admin payroll)

- A group lead by a General Manager. Under the General Manager with have
Managers that lead different teams

Purpose:

- No one outside of the major group can be part of a supervisor team.

- The Confirmation agent will only have access to lead that was generated by their major
group, or assigned lead.
- Confirmation agent will have a team guide by a Manager
- Who convert a dispo have the ownership
- Manager do payroll for their own group

Assistant Manager

- Have a team of confirmation agents only.

Manager

- Have access to all team leads.

- Do payroll for their team

***Still glitchy******

****Note****
- Team member # (member of the team without the supervisor)
- Submit all button for payroll
 - After converting a call request to lead, the lead must be open automatically.
- Sort user in alphabetical order by default (First name)
-Filter users: User type, Country, Status
- Pending and Lead In leads will sort on dashboard by appointment date and
time (Close appointment will be on the top)
- Dashboard only shows Lead In, Pending leads, Follow Up, and Call Request.
- Call Request will have calling date and time
- Earning details (Breakdown)
- Previous payroll
- Gross Income, Taxes, Drawbalance, Net Income
- Date and time the leads was created
- Lead sending time. Example: Sent 2 minute ago.
- History note for call request
- Take out confirmation by and duplicate in dashboard. We will replace the
three button with just one or two
- The dashboard doesn't look the same for every user.
-After closing a lead, the system will go back to the previous page.
After adding lead, the system will go to lead page.
- The lead will have only one button call view. Just like the sales
- We can’t see who send a call request before convert it to a lead
-fix title : Dynamic Empire
- middle name, full address when creating a user
- Show 50, 100, 200, 400
- Only admin delete and ban or active user
- Supervisor can create user
-No need to show phone number 2 in call request
-After the payroll is approved by the admin, the system will send a pay stub by email to
each user. This email will include full name, user id, payday, payment breakdown
(Commission, Bonus, Gross Income, Taxes, Deductions, Net Income). Pay Stub
template.
-Graph setting
- When a agent confirm a lead the name of the commission is Confirmed Leads
Commission (CLC)
- Add note before ban a user. Note will show on user activities.

***** New Feature*****

Task
See task a list or card
Assigned lead
 Import Dispo Lead

- New lead minimum requirement: Last Name, Phone Number (the first one
only), Street name and zip code, product. Any lead below this requirement
will be recognized as a call request. Phone Number and first or last name is
required for call request.

- When login redirects all 404 pages to the dashboard after 2 seconds. If logout
redirect to login page.
- First letter in name will capitalize automatically
- New Lead filter adjustment
- Add an option where we can turn off email notification for a Business
account
- We are able to assign lead to any user (inside of the department) that is able
to change the lead status except admin.
- Lead number is a link to edit bottom
- Notification:
· Follow Up
- 6am the system will send a notification of all the follow up for
the day
. Internal Messaging System
- System will send a notification to the admin, general manager and
manager and Call Center about the next day's lead that needs to be
confirmed for the day.
- Admin will be notified when a new user is created
- Lead Filter update:
- Full Name, Phone Number, City (hide until state is selected),
State, Zip code
- Payroll approve and payment received
- General Manager and Manager will be notified is someone in the
department add a new lead and if an appointment date is updated
. Lead Status change
- Lead Sender and Lead Splitter will be notified about it
● Assigned
● Receiver will receive a notification about it
● Admin and sender will receive notification when all assign
task are done
-
Department Connectivity work
Need to test (pending)