KPI: Community Outreach & Provider Referral Specialist

Basic KPIs (Must Meet)

KPI	Description	Target
MindWeal Pitch Learning – Initial	Watches all 11 recorded video tutorials for COS and submits a self-recorded pitch that you will deliver during these outreach visits showing clear, confident delivery. This pitch is incentivized — payment for 3 hours of time to watch videos plus a $50 bonus will be given upon satisfactory completion and a follow-up meeting with Dr. Bansal, who will assess your understanding of MindWeal’s spirit and services	Submit within 1 week of onboarding and complete follow-up meeting with Dr. Bansal
MindWeal Pitch Execution – Ongoing	Follows the full MindWeal pitch during each clinic interaction, including: • Clear Introduction • Ask to Speak with the Key Decision Maker • Highlight MindWeal’s Signature Tools (MindWeal platform, M-Wise, Wellness Scores, ADHD testing) • Offer a Presentation by Dr. Bansal • Listen and Understand Practice of marketing lead	100% adherence during visits
Jotform Completion	Submits the visit summary Jotform immediately after each office visit, before moving to the next stop.	100% real-time submission rate
Upper Route Planner Usage	Embraces the use of the Upper Route Planner app for efficient routing, better coordination with the rest of the marketing team, and integration with other aspects of the marketing campaign.	100% compliance during all outreach days
GPS Tracking for Mileage	Enables GPS tracking during outreach days to accurately track miles for reimbursement.	100% compliance
Shift Reliability	Works full 8-hour shifts, 2–3 days/week as scheduled.	90% attendance rate per month
Professional Appearance	Dresses in a clean, professional, and impressive manner during all visits.	Full compliance

Advanced KPIs & Incentivized Milestones

If you listen to all the training videos attentively, we believe you'll be able to truly embody MindWeal's passion — helping you build deeper trust with providers, earn bonuses, and increase your overall income through more high-impact conversations.

KPI	Description	Incentive/ Bonus
Scheduling a Connection Call	A 15-minute phone conversation between Dr. Bansal and their Chief Marketing Officer, Practice Manager, or Operations Officer.	$10 per successful call scheduled
Scheduling MindWeal Deep Dive Meeting	A 30–45 minute Zoom meeting between their providers and Dr. Bansal.	$25 per meeting scheduled
Social Media Content Contribution	Proactively captures meaningful stories or standout features during clinic visits and submits them via Jotform — including a photo or short video when appropriate and permitted, for potential use on social media.	$50 bonus for each story selected for social media (5 stories chosen monthly)