Lead Qualification
Initial Contact & Outreach
Nurturing & Follow Up
Personalization & Research
Lead Engagement Strategy
100

This term refers to a prospect who has expressed interest in a product or service but has not yet been qualified.

What is a lead?

100

A salesperson makes this type of call to a potential customer who has not requested a call.

What is a cold call?

100

This is the process of building relationships with potential buyers who are not yet ready to make a purchase.

What is lead nurturing?

100

Before making a sales call, a salesperson should review a prospect's LinkedIn profile to find this information about their professional background.

What is job title?

100

The I in Idea Strategy Stands for this.

What is Identify?

200

This is the process of determining if a lead has the potential to become a paying customer.  

What is lead qualification?
200

This is the most common form of initial outreach for modern salespeople, often used to introduce themselves and set up a meeting.

What is email?

200

This type of email sequence is often used to keep a lead engaged with a series of educational or promotional messages over time.

What is a drip campaign?

200

OrthoFi calls their complimentary benchmarking analysis this

What is the SPA Analysis?

200

In this step of the IDEA strategy it involves connecting the dots between the customer’s needs and the features and benefits of our solutions. 

What is Develop?

300

A lead is often considered this, meaning they are ready to be contacted by a sales representative, after they have reached a certain level of engagement.

What is Sales Ready?

300

This is the number of attempts a salesperson should make to contact a lead before giving up, according to many sales experts.

What is 6 to 8?

300

After an initial conversation, a salesperson should send a follow-up email that includes a summary of the discussion and this.

What is a clear call to action (CTA) or next step?

300

This involves looking for recent news articles, press releases, or company announcements about the prospect's business.

What is researching the practice?

300

Guiding the Customer toward a decision. 

What is Ask for Action?

400

A lead that has 50 or fewer ortho starts

What is Non-ICP?

400

When a prospect responds positively to an initial message, this is the name for the exchange of communication that follows.

What is a conversation or dialogue?

400

This sales tool, often a free trial or a demonstration, helps a prospect experience the value of a product firsthand.

What is a product demo? (Will also accept Pilot)

400

An app that helps generate great openings for email

400

In this step you present the developed solution clearly and concisely.

What is Explain?

500

When a lead has opened emails, visited your website, and attended webinars. 

What is lead engagement?

500

The first few seconds of a sales call are crucial for establishing this, which is a sense of trust with the prospect.

What is rapport?

500

This is a term for a prospect who has gone silent after a series of follow-up attempts.

What is "ghosting"?

500

When a salesperson references something specific they saw on a prospect's social media or company website, they are using this technique.

What is personalization?

500

Actively listening to the practice needs to uncover their pain points.

What is Identify?

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