Submit a Lead
Who should I contact when I have a new lead?
Brette, Sales Coordinator
Quote templates are located in _________
NetDocuments, Model Forms
The YES Plan shouldn't be introduced to anyone until after the project
FALSE
Name a product we support
NetDocuments, Zola Suite, Tabs3, Soluno, Clio...
What information should I include on an ETASK to register a client for a product?
Number of users, contact info
Brette and/or Phil
The YES Plan is paid up front on an hourly basis
FALSE
What is one of the reasons we got the name 3545?
Partners were located on I35 in Dallas and I45 in Houston
We wanted a name that started with numbers so that our name would come to the top of the list at events
What is the first and second step in submitting a lead?
Add the company to HubSpot
Send ETASK to Lisa to set up deal
How do I send a quote to a client?
Send ETASK to Lisa to send via PDF with coversheet to the preferred contact
If a client is interested in hourly services, I should mention the YES plan as a great option
TRUE
Who should I contact if I want to schedule a meeting pertaining to projects?
Brieyana, Project Coordinator
Who should I contact when I want to schedule an intro meeting for a new lead?
Brette, Sales Coordinator
How do I send a signable version of my quote to my client?
Send ETASK to Lisa to send Docusign link to preferred contact
A project can be created using YES plan hours
TRUE
Where should I document calls, emails, and important info that I want my team members to know?
Hubspot
What is the first step you take when a client is interested in an add on to NetDocuments? (ex: CollabSpaces, PLAN)
Send ETASK to Lisa to register the deal