Pro-Advisor Policy for ISOLATERP

Section I: Exam and passing

Exam eligibility

• Minimum qualification: Intermediate (all genders).
• Attend the lectures and take part in the discussion board before requesting the exam.

Examination process

• Registration is always open: apply online to create your Pro-Advisor account.
• Request your exam from your dashboard. The CT Products team sets your exam date and time; you are notified in your portal and by email. Be attentive and check your notifications.
• Exams must be attempted through the online Exam Management System in your portal, within the window you are given.
• Results are shown immediately after you submit the exam.

Passing criteria

• Passing marks: 40 out of 100.
• Candidates scoring below 40 must reattempt the exam in the next session.
• Each candidate is allowed a maximum of 5 attempts within one year.

Rating system

Candidates are given a star rating based on their exam score:

Score	Rating
40–50	★★★★★ 2-star
51–70	★★★★★ 3-star
71–90	★★★★★ 4-star
91–100	★★★★★ 5-star

Section II: Customer and business

Profile publishing and promotion

• Successful candidates' profiles are published on Hire Pro-Advisor.
• CT Products promotes Pro-Advisors to clients for direct hiring or consultancy opportunities.
• Marks and grades from the exam are shown on the profile until 15 lead assignments.

Onboarding and CRM guidelines

• Successful candidates are onboarded onto CT Products' CRM and Live Application Support.
• Candidates must respond promptly to leads and client enquiries to avoid losing opportunities.

Lead management

• Leads assigned via the CRM must be attended within 24 hours.
• A lead not attended within 24 hours is automatically de-escalated to another active Pro-Advisor.
• 10 de-escalations mark the account inactive, and no new leads are assigned.

Live chat support procedure

• Pro-Advisors must remain active while their status is Online on Live Chat.
• If unavailable, set your status to Unavailable or Busy.
• Client enquiries are assigned automatically to active, online Pro-Advisors.
• Only English is used with clients on Live Chat.
• Respond to assigned enquiries within 1 minute; otherwise the enquiry is transferred and one flag is recorded.

Lead registration and ownership

• When you engage a client via Live Chat, register the client lead in the CRM to avoid duplication.
• The Pro-Advisor who registers a lead first is authorised to benefit from it if it converts into a deal.

Open leads

A new enquiry is an open lead until it is converted into a deal or registered in the CRM portal.

Re-registration

A Pro-Advisor marked inactive can request onboarding again by submitting a solemn declaration of being active, and by updating their profile and passing the exam again.

Section III: Performance and remuneration

Performance monitoring

• 10 flags in a month block the Pro-Advisor from Live Chat Support.
• Management may remove a Pro-Advisor's profile from the website for policy violations, a non-serious attitude, poor performance or inactivity.
• CT Products runs quarterly performance evaluations based on client feedback and CRM and Live Chat performance reports.
• High performers are promoted to the Champion category, with higher earning potential and leadership opportunities.

Client support responsibility

• Pro-Advisors provide support and training to clients who sign up through them, and stay active on Live Chat for them.
• If an existing client gets no reply within 5 minutes, the chat moves to CT Products' customer care, and one flag is recorded.
• 20 flags in a month end the Pro-Advisor's authorisation for that client, and the client is reassigned.

Incentives and earnings

• Sign-up bonus: 50% of the first month's subscription of converted leads.
• Recurring commission: 15% of the subscription fee every month for active clients.
• Additional services: 100% of revenue from special training or services goes to the Pro-Advisor.
• Each converted client receives a unique code mapped to the Pro-Advisor who converted the lead.
• Converted leads move from the CRM to the Deals section for monthly reviews.