🎁 How to Gift a Client an Audio Program

Purpose

This guide outlines how to gift a client an audio program as a discretionary bonus or closing tool. 
Gifting is subject to leadership approval and should only be done when the client has already purchased a qualifying product or program.

Eligibility & Intent

• Gifting is a discretionary benefit — to be used as an added value or relationship-strengthening gesture.
• May be offered as a bonus or closing tool if the client has recently purchased a qualifying program and the selected audio program is not already included in their purchase.
• All complimentary gifts must align with current product and department guidelines.

Step-by-Step Process

Step 1: Confirm Eligibility

• Verify that the client has already purchased a qualifying product or program.
• Confirm the requested audio program is not already part of their package.
• Ensure you have manager or leadership approval before proceeding.

Step 2: Generate Engagement

1. On the client’s Account Record in Salesforce, click “Generate Engagement.”
2. Select “Product Sales.”

Step 3: Open Product Sales Order

1. Click the green “Update” button in the Action field to open the Product Sales Order.

Step 4: Select the Correct Marketing Campaign

In the Marketing Campaign field, choose the campaign that matches your department:

Step 5: Add the Audio Program

1. Under “Add Items to Order”, go to the second drop-down box.
2. Select the specific audio program you wish to gift (examples include):
   1. Breakthrough: Creating Lasting Change
   2. Breakthrough: Mastering Influence
   3. Time of Your Life
3. In the Select Price/Pricebook field, choose the Standard Price Book option.
4. Click “Add Selected Item to Order” on the right-hand side.
5. Scroll to the bottom and click “Save at Current Stage.”

Step 6: Complete the Paperless Request

From the newly created Opportunity, follow these steps:

1. Click “New Request” in the top-right corner.
   1. If the button is not visible, check the drop-down menu.
2. A new window will appear — fill in the following details:

Select Department:

• Choose the department relevant to your request.

Request Type:

• For BMRs, PRSs, or MCs, select → PRS/MC/BMR - Product Comp
• For CSRs, select → Coaching - PRF

Assign the Request:

• In the Assigned To field, type: jr par

Requester Notes:

• Clearly explain your request so it’s easy to understand. 
  Example:

“Please comp BT Audio as closing tool.”

1. Once all required fields are completed, click “Save.”