FiscalNote
Who started FiscaNote?
Tim Hwang
How many months do you need to be in the role to become a Sr. SDR?
A minimum of nine months
How many segments do we have?
6
What Constitutes a Valid DM?
1. Qualified Account
2. Qualified Decision-Maker
3. Valid business reason for the meeting (genuine interest in taking the meeting)
4. Call notes meet the minimum requirements 5. Scheduling a DM is within a reasonable timeframe (time between date set and date scheduled)
Who lived in Hawaii?
Scott Bunda
What does PPIM stand for?
Public Policy Issues Management
How many quarters do you need to hit to be in the running to become a SR SDR?
2 consecutive quarters at 90% and above
Name all 6 segments
Enterprise
Mid-Market
Strategic Accounts
SMB
Public Sector
Inbound
What steps do we need to take to reschedule a DM?
Mark as "Rescheduling": Immediately mark the DM event as "rescheduling." To do this, check the designated "rescheduling" box within the DM event and save the changes.
New Time Confirmation: Once a new meeting time is confirmed for the rescheduled meeting, uncheck the "rescheduling" box. Update the meeting date and time within the existing event; avoid creating a new event.
What managers started as SDRs here?
Jacob and Sam
Name our PPIM Products?
FicalNote, CQ, Curate
How many months do you need to be in the role to transfer internally?
A minimum of 6 months
What makes an account 'ENT'?
Corporations with an annual revenue greater than or equal to $1.25 billion (not marked as “Strategic Account”)
How should we label the Discovery Meetings we set for our AEs?
Product | Company Name
Who loves to play golf?
Trevor
Fireside and Voteroice
Where should you apply when applying for an internal role?
The employee must apply to the opening using the internal careers page
What makes an account 'Mid-Market'?
Mid-Market: All organizations excluding single state trade associations/non-profits with an annual revenue less than $1.25 billion
What two events need to be logged on SalesForce when scheduling a DM?
Conversation and Discovery
Who played flag football growing up?
Cynthia
Name FiscalNote values
Know your Audience
Find the Truth
Drive Alignment
Level Up
Own the Job
Bias for Action
Support the Family
Do you need to make your manager aware before applying to an internal role?
Yes
What makes an account 'SA'?
Dedicated book of businesses determined by FN that is specifically assigned to the Strategic Accounts team.
How long do we need to make our discovery meetings?
30 minutes
Who wants you to hit quota this month?
ALL MANAGERS :)