Resources
Potent Processes
Self-Serve Specifics
Customer Motivations
100

The course you should take if you want to learn how to sell Kevel's Self-Serve product

What is the Self Serve training in Workramp?

100

This session with a customer or prospect can be led by the salesperson or the Self-Serve product manager and aims to show an example self-serve tool

What is a demo?

100

The self-serve tool currently supports these ad placement types, created using a product catalog or database of items

What are sponsored listings / sponsored product ads?

100

Tech platforms often turn to self-service ad tools in order to capture this type of money from small and medium sized businesses.

What is long-tail ad revenue?

200

Your go-to resource for assessing whether a prospect could be interested in buying Kevel Self-Serve

What is the Self-Serve beta prospect fit document?

200

The Self-Serve product is currently in this state of release

What is a secret closed beta?

200

Self-serve customers can customize their self-serve tool by adding this to the upper-left hand corner of the UI.

What is their logo?

200

Doing this enables the Kevel retailer customer to allow their advertiser to select from a list of items to promote when creating a campaign in self-serve

What is syncing their full product catalog with Kevel?

300

This sales tool is great to use on a call or to send via email when a prospect is interested in Self-Serve

What is the "Self-Serve Beta Invite" pitch deck?

300

What to do if you're a salesperson who has determined that the customer could be a fit for self-serve

What is pitching the self-serve beta?

300

The self-serve tool currently uses this feature in Kevel Core to manage advertiser account balances

What is an advertiser lifetime cap?

300

We have designs for create campaign flow to set up these ads, but don't have them in the demo yet

What are banner ads?

400

Send this to a prospect to figure out if they're qualified for the Self-Serve beta.

What is the Self-Serve qualifying questionnaire?

400

It's the first step in figuring out whether to pitch self-serve to a prospect or current customer.

What is determining if the customer or prospect is a fit?

400

The alternative to logging in with a username and password that Kevel stores, this item is on the self-serve team roadmap.

What is SSO for advertisers?

400

Use this feature to analyze your data in the spreadsheeting tool of your choice.

What is CSV export?

500

It's what the Self-Serve team uses to understand the prospect's requirements for their self-serve tool.

What is the Kevel advertiser self-serve UI customization spreadsheet?

500

What to do if you think a prospect or customer is a fit for self-serve and they have said they're interested

What is sharing the qualification questionnaire?

500

Use these dates to ensure there's data in the self-serve demo on the dashboard and reports pages

What is a week in early October 2022?

500

In a retail use case such as the one highlighted in the self-serve demo, the dashboard focuses on these types of metrics.

What are bottom of funnel metrics?

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