HubSpot
What is the most important field to log when entering a new contact?
Lead Source
Who is responsible to make the go/nogo decision?
Regional/Sales Resource Lead
What needs to be done before sending a client a custom scope?
Name Five Different Venue Types that we Operate
Indoor, Outdoor, Aquatics, Ice, Mixed Use
What is the first step team member should do once a tradeshow is added to their calendar?
Accept the calendar invite and book it on all your calendars
What are the 4 options under the Management field: "Phase at Deal Close"
Planning phase, Design Phase, Construction Phase, Immediate Pickup
What is the new process for references?
Give the contact a heads up, document in the reference tracker
What is the simple way to determine whether a client should get an Executive Summary or a Feasibility Report?
Whether they are a public entity or privately held.
How many days after the conference is the complete lead spreadsheet due to Alize?
The day after the conference
How can you organize deals to find specific data that you are looking for?
Creating a Report, Creating a Saved "View", or Using Advanced Filters on your pipeline
List 3 items you should do to be prepared for the kick off call.
Read through the full RFP, strategize partnerships, prepare needs for the team, prepare questions for the team, full knowledge of the project.
How many touchpoints should you have with a lead before the 60-day audit (a lead that doesn’t respond)?
6 touchpoints
What should you use to reach out to leads after they attended a webinar?
What information can you find in the "know before you go" Alize sends prior to a conference?
Conference general information, Tradeshow/conference hours, Booth information, move-in and move-out information, hotel information
What will Brynlie call you out for on a meeting if it is not updated????
CLOSE DATES!!!!
What are the 10 fields that you must complete on the lead spreadsheet?
Company Name, Company Website/domain, Contact First Name, Contact Last Name, Contact Title, Contact Email, Phone Number, Note, Contact Owner, Tasks, Tasks Owner