Contacts
You connect with the contact who is in Canada. What is your next move?
What is - BOOK THE MEETING!
What field do you update on a lead if you see that they do not own a law firm?
Lead stage.
Name the first pipeline a self book will enter when enter our system.
Marketing Inbound Review Pipeline.
Which field under firm information in Hubspot do you fill in after confirming revenue?
Second one down - How much revenue is your law firm currently generating?
What did Jesus get his wife for mother's day?
The coolest picture frame that lights up!
What is the first field you update in Hubspot, if the person is International (not Canada), SPAM or a competitor.
What is the Lifecycle stage: Disqualified.
What is the property that shows the most recent thing the lead opted into?
Funnel
Once a self book is confirmed, which pipeline does the deal move to?
Closer pipeline
Where do you see the person's response to revenue from a marketing funnel?
First one - do you own or work for a law firm?
Also acceptable answer - Second one - how much revenue is your law firm generating. This can be used in a self book.
Fill in the blank of the nickname:
Anthony "Blank" Marotta
What is Money.
Name the second field in Hubspot that is REQUIRED to update after you update the Lifecycle stage to Disqualified.
What is the DQ Reason.
Which cadence in Salesloft are we currently adding inbound funnel leads into?
General Inbound SDR Inbound Funnel
Note: Update coming soon. Use this for now.
If there is a current open deal that is in stage: discovery attended and the person self books. What happens to the duplicate deal?
Update the new second deal to
Stage: Assign to BDR
Stage: Closed Lost - Keep
Choose sub reason: Duplicate Deal
Which field is filled out when they book a call with us or when we qualify them?
Second one down: How much revenue is your law firm currently generating?
What type of pizza did Tim experiment making this past week?
General Tso Pizza
What are the three main DQ Reasons.
International. Spam. Competitor.
You see a new inbound lead pop up (yay!), but you don't have much more than a gmail so you do a quick search, only a news article comes up along with court docs that they did something suspicious. There is no phone number to call and you don't see one on a quick google search. What is your next move?
Lead Stage: DQ - SPAM
Where do you update the status of the contact to Not a Law Firm?
Lifecycle stage. Reason is because of GoSMB - could possible need these leads in the future.
True or False: Revenue is required to obtain to book a meeting.
TRUE - must be at $250k annual from 2025 or over $15k mark last three months.
Name Hannah's favorite sports team.
Chicago Bears!!!
JK - Packers
You speak to a contact who is not a law firm but owns a plumbing business. What is your next step?
Update the Lifecycle stage to Not a Law Firm.
You see someone come in but their revenue is less than $15k per month. What is your next move?
First, Call and confirm if this is correct. If it is offer to send some free resources then mark second field down revenue is under 15k and move owner to Fishing Pond.
Once you update the field, there is an automation to update Lifecycle Stage to prospect.
If you have a meeting cancel or no show, which cadence in Salesloft do we add it to?
Reschedule/ No Show Sequence
Why do we ask revenue? Position it like you would to a prospect.
It is a milestone for a firm to be at revenue of $250k. We see that up to the $250k mark, firms are focused on generating leads. Once they hit that mark, it is more about getting the infrastructure in place so they can continue to grow without the grind of 60-80 hour work weeks.
Where is Jake originally from and which sports city does he LOVE?
Indiana - loves Chicago sports.