TQL Qualification
This must be verified to ensure the company is not a duplicate, a restricted industry, or a parent/child/sister of an existing subscriber.
What is Company Name & Unrelated Entity Validation?
BambooHR cannot provide services to companies in these two industries, regardless of circumstance.
What are the cannabis/marijuana and adult entertainment industries?
This location determines which geographic region owns the opportunity.
What is the company’s headquarters?
This is the region that Norway is located in.
What is EMEA?
If you want to avoid having your leads mined, you should do this every day.
What is call through all your cadence steps?
If the lead is a consultant, broker, accountant, or PEO signing up a client with BambooHR, the TQL must be routed here.
What is the Partner Sales Team?
These six countries are completely restricted due to Comprehensive OFAC Sanctions and company policy. (Get at least 3.)
What are Belarus, Cuba, Iran, North Korea, Russia, and Syria?
This is the first place you look to confirm a company’s headquarters country.
What is the company website?
This is the region that China is located in.
What is APAC?
If a lead’s cadence due date is 1–3 days past due, you can call them but may NOT do these things.
What is leave voicemails, send emails, or add them into your cadence?
To qualify as a TQL, a company must be legally established and have this many employees.
What is 1 to 5,000 employees?
If a company is involved in this type of betting, AEs must consult Legal due to restrictions under the Federal Wire Act.
What is online sports betting?
SDRs can work out-of-region leads if they are referrals or this type of lead.
What is a self-sourced lead?
This is the region that Peru is located in.
What is CA+?
If a lead is 4+ days past due or has 4 days of no activity, you can do this.
What is add the lead into your cadence and work it under your name?
This is the first source you must check to validate a company’s headquarters country.
What is the company’s website?
Before BambooHR can do business with a Native American Tribe, they must agree to provide this legal document from their tribal council.
What is a resolution to waive sovereign immunity?
If a TQL is discovered to be in the wrong region, the AE must reject it using this rejection reason.
What is “Set to Wrong Region”?
This is the region that American Samoa is located in.
What is APAC?
A lead in the "Missing Phone Number | SDR" cadence becomes yours if you do this successfully.
What is find and dial a working phone number?
If a lead’s primary or only need is Payroll, Benefits Administration, Employer of Record, or Time Tracking, the TQL must be routed here.
What is the Add-On-Led Chili Piper queue?
This list includes nations such as Afghanistan, China, Iraq, and Venezuela, which require Legal review and approval before BambooHR can sell to them.
What is the OFAC Targeted/Sectoral Sanction Countries list?
When a TQL is rejected as “Set to Wrong Region” before handoff, this is what the SDR must do.
What is re-set the meeting for the same time with the correct region/rep?
This is the region that Virgin Islands is located in.
What is CA+?
If a Create SDR has a lead in their name, is logging cadence activity on time, and the next step is due in under 30 days, this happens when the lead scores up to an MQL.
What is the Create SDR keeps the lead?