BDA Team
Education Training
Prospecting Tools
Prospecting & Understanding Client
Sales Call Discovery
100

Who is the manager of the regional BDA Team

Who is Paulette Schievelhud.

100

What does BOT Stand for?

What is Board of Trustees

100

What is a Google Alert?

What is an automated notification customized to your search criteria?  Usually for your area and construction/renovation leads.

100

What are 3 ways to warm up a call?

What is 3x3 information, shared truth, client voice, hypothesis of need, etc.

100

What should you review prior to your sales call discovery meeting?

What is the End Use Worksheet.

200

What does BDA Stand for?

What is Business Development Analyst.

200

What are two education organizations, from your training, that you can join?

What is A4LE, Center for Green Schools, Flexspace, ACUHO-I, APPA, NSPMA, ASBO, SCUP

200

What is ZoomInfo used for?

What is a Tool to find direct lines and emails.

200

What are Key Activities during the Prospecting Stage?

What is Research, Dodge, Hoovers, VPSA Team, Google Searches, Leads, NETWORKING, and SFDC.

200

Should you bring product in during Sales Call Discovery?

What is NO.

300

Who is your BDA Marketing Liaison?

Who is Francie Whaley

300

Public K12 is almost always funded by a combination of what?

What is State, Local, and Federal Governments.

300

Lets say Francie Whaley is your Facilities Director, but you can't find her number anywhere.  How would you put her name into a Google Search?

What is "Francie Whaley" "(706)"

300

What are common 3x3 pieces of information and what are common Shared Truths in Education?

What is 3x3: #of schools, part of a GPO, Education Trade Shows, Dodge Leads/Upcoming projects, etc

Shared truths: Budget, performance, maintenance, Quick Ship, etc

300

What is it important to do during Sales Call Discovery?

What is learning and listening.


400

In order for your BDA to prospect effectively, what is one tool that is extremely important?

What is an AMs Google Calendar

400

What are THREE K12 Buyer Personas?

What is Maintenance Director, Director of Capital Planning, Purchasing, Director of Operations, Director of Facilities, Physical Plant Managers, Custodian, Principal, Superintendent, Assistant Superintendent, COO, School Board, Teachers, and Parents

400

What is a Leads Source that all BDAs have access to?

What is Dodge.

400

Why is it important for you (Account Manager) to go through the Understanding the Client Stage of SPPM?

What is it shows the Customer that you've taken the time to research and learn about their business.  You aren't there to talk about yourself, you're there to learn more about them and their challenges.

400

What should you bring with you during Sales Call Discovery?

What is ONLY BRING A PEN AND PAPER.

500

Why partner with your BDA?

What is BDA's have networking and prospecting tools that help identify and contact the decision makers.  BDAs can set appointments directly with strategic targets based on the AM's schedule.  BDAs are not distracted by all the noise that AMs have. Accept in their own words)

500

In higher education, aside from prospecting facilities/operations, what is one area/department that is commonly overlooked as an opportunity?

What is Student Housing

500

What is a tool that that can help with relationship mapping?

What is Dodge Analytics.

500

What is a new tool that BDA's are providing with more in depth information on the client?

What is an End Use Worksheet with preliminary data?

500

Why is it important to the client that you've done your research and pre-call planning prior to the meeting?

What is ...Displaying knowledge and understanding of the client that makes you are a valuable resource and not just a vendor.