RPLSales · The person who onboards and prices.
How sales uses this
You onboard a student, an employer, or an assessor. You do not assess them, and you do not promise a qualification.
Why this screen
The terminal holds the script, the price, and the lead, so two people do not call the same plumber.
You can
- Claim a lead from the pool.
- Price a portfolio from the units and the tokens.
- Open their login and walk the first screen.
- Send a payment request.
You cannot
- Promise the certificate.
- Discount the price by including the RTO’s fee.
- Hold a lead you are not calling.
The boundary
The price on this screen is the portfolio: organising evidence and mapping it. The RTO charges its own assessment fee. Say both numbers if you know the RTO’s published price. Do not add them together and call it one fee unless the quote says which part is which.
A lead from the public form already said what they do and what evidence they have. Read that before you ring. Do not open with a script that ignores it.