How to Use All Sales Files Together

This document explains how each LTLinx sales and support file fits into your 6-step client journey—from first contact through caregiver training and marketing growth. It now also includes CRM tracking tools to help manage your pipeline and measure interest.

Step 1. Identify Pain Points and Build Rapport

File: 1-LTLinx Sales Guidebook — Pain Point & Solution Framework.pdf
Used by: Salesperson during initial call or in-person visit

Purpose:

• Begin every conversation using empathy-based questions from the guidebook.
• Identify 2–3 key pain points (care, compliance, medication, staffing, or marketing).
• Match each pain point to its “LTLinx Solution” to set up your demo.

Key Tip:
Keep it conversational—no screen share needed. This stage builds trust, curiosity, and emotional rapport.

Step 2. Confirm the Demo and Prepare

File: 2-LTLinx Sales Team Demo & Follow-Up Guide.pdf
Used by: Salesperson before every demo

Purpose:

• Complete the Client Research Form (client type, current system, staff size).
• Send demo confirmation email using included template.
• Choose 6–9 features from the checklist that best fit client priorities.

Key Tip:
Adjust focus by client type:

• New homes: highlight compliance + AI setup speed.
• Paper-based homes: focus on time savings and medication safety.
• Software switchers: emphasize AI automation and data integrity.

Step 3. Deliver the Demo (20–30 Minutes)

Files:

• 2-LTLinx Sales Team Demo & Follow-Up Guide.pdf
• 5-Main Functions of the Software.pdf
• 6-AI Function Demo.pdf
• 9-Price list (optional)
• Interesting level form

Used by: Presenter during live demo

Purpose:

• Follow sequence: Resident Setup → eMAR → Incident → Documents.
• Use AI Function Demo slides to show automation in:
  • Medication setup & color-coded alerts
  • Task abstraction from care plans
  • Compliance & inspection readiness
  • Marketing automation (referrals, branding, social media)
  • 6-AI function demo
• Use Main Functions PDF as a live Q&A cheat sheet for feature explanations.

Key Tip:

• 20-min demo: Cover Care, Medication, Compliance.
• 30-min demo: Add Marketing and Staff Management.
• Mention pricing tiers from the Price List when discussing scale-up.
• Fill the interesting level form after the demo.

Step 4. Support Client Setup

Files:

• 3-LTLinx Post Demo Guide.pdf
• 4-Initial Setup Process and Comments.pdf
• 7-Setup Guide.pdf

Used by: Sales or Client Success team after signup

Purpose:

• Use Initial Setup Checklist to confirm signup, scan files, and upload resident data.
• Walk through AI reading and abstraction for one resident, then verify tasks line-by-line with the client.
• Use the Setup Guide’s visuals to demonstrate AI-driven care plan abstraction, medication import, and verification.
• Schedule a Zoom training session for staff setup and Q&A.

Key Tip:
Show clients how LTLinx reduces setup from weeks to hours—upload one resident’s file live to showcase instant AI task creation.

Step 5. Train Caregivers & Ensure Adoption

File: 8-Caregiver’s User Guide.pdf
Used by: Trainer or Admin

Purpose:

• Teach caregivers to confidently navigate key features:
  • Daily tasks (Today’s, Future, and Expired Tasks)
  • eMAR with green/yellow/red indicators
  • Incident reporting, shift notes, and compliance checks
  • Calendar and CE tracking tools
  • 8-caregiver's user guide
• Encourage hands-on training with at least one real resident.

Key Tip:
Provide printed or digital copies of the guide to all new hires for onboarding.

Step 6. Marketing & Growth (Optional Module)

File: 6-AI Function Demo.pdf
Used by: Salesperson or Marketing Rep

Purpose:

• Use AI modules to demonstrate business growth beyond compliance:
  • Logo & Website Helper – create brand identity
  • Referral Finder – identify local partners
  • Marketing Plan Maker – build referral and ad plans
  • Social Media Helper – auto-generate content and engagement posts
  • 6-AI function demo

Key Tip:
Position this as a “Phase 2 upgrade”—once the home is running smoothly operationally.

Step 7. Track Leads and Manage Pipeline

Files:

• CRM Tracker.pdf
• Interesting Level.pdf

Used by: Sales Manager / Sales Rep

Purpose:

• Record all demo clients, contact details, stages, and next actions using the CRM Tracker.
  • Fields: Client Name, Type, Stage, Status, Key Notes, Priority, Next Action.
  • CRM Tracker.
• Use the Interesting Level Sheet after every demo to record interest, pain points, and follow-up plans.
  • Interesting level.
  • Example entry:
    • Client: Bright Haven AFH
    • Type: Paper-based
    • Pain Points: Paperwork overload, missed med logs
    • Most Interested In: AI Task Page, eMAR
    • Interest Level: 5 - Very Interested
    • Next Step: Schedule setup next week (Follow-up: Oct 25, 2025)

Key Tip:
The CRM and Interest sheets should be updated immediately after each demo. Use the “Interest Level” (1–5) to prioritize follow-ups and allocate setup resources efficiently.

Summary Table