PROSPECTS
Where do we get our leads from?
Crunchbase
When you're done communicating with a prospect, what's one of the most important things you do to remove the prospect from the sequence?
Mark as finished
What do you clock work under?
Outreach
Cube is a giant........
Pivot table on steroids
What are the names of Zach's kittens?
Winnie and Mary
Who do we try to target in an organization?
CFO's, FP&A Managers, Analysts
How do you update info for a prospect?
Edit Tab
What do you clock training under?
Training
Pete and Bruce
How many referrals has Scott given Bandalier because of our "incredible work as a team?"
2
Salesforce
How do we make sure we know what time a prospect wants a demo?
Use the demo schedule date box
What is lunch clocked under?
You don't clock in for lunch
Who's the new Cube tech/operations guy that comes on to meetings sometimes?
Brian
Name everyone in our pod
Zach, Pressman, Matt, Harry, Dexter, Jasmine, Josh
What is the average length of our cadence right now?
44 days
When adding a new email, how do you make sure it becomes the primary email used in the prospect's outreach?
Use the arrow keys in the Edit Tab under "New Email"
What do you clock Bandalier meetings as?
Bandalier Activity
What are the AEs using now instead of the whiteboard tactic during intro calls?
A Deck
How many teams are now in Zach's Pod? (Name them)
3 (Veocci, Cube, Wealth Simple)
What's the name of the new software we just implemented for our emails?
NeverSpam
When someone sends a "no" response, how do we record the reason for the decline?
In the Select Objection Reason box
What's an easy way to make sure the label you clock your activity under stays on the top of your drop-down list?
Star it/Favourite it!
Christina managed accounts for what major NYC fashion company/tv show
Rent the Runway
What's the name of the cadence we will build out for prospects who've engaged but not responded to us?
Nurture Cadence