AE Relationships
Personas
Pain Funneling
Active Listening
Team Building Takeaways
100

This is the primary goal when working with your AE

- Qualifying leads

- Generating pipeline

- Booking intro & demo calls

100

This Persona is responsible for managing risk and strategy across the org

CFO

100

This level of the pain funnel is more focused on symptoms than actual problems

Surface Level Pain

100

What is the three step technique we use for handling objections?

Acknowledge, Respond, Reverse

100

What is Leke's worst (best?) first date story?

His date brought her little brother, & Leke ended up liking him better

200

This is a crucial element that helps AEs and BDRs stay aligned and prevents confusion on account strategy

Overcommunication

200

This Persona is focused on working in the weeds, mainly reviewing reconciliations and gathering data from other departments

Group Controller

200

What type of questions do BDRs working down the pain funnel use to uncover a prospect's pain?

Open-ended Questions

200

The most common mistake BDRs make when in conversation

Listening for Trigger Phrases + Info Dumping

200

What was Andreas' LEAST favorite thing about visiting Albania with his girlfriend?

Not knowing any of the language (smile and wave)

300

What is a crucial task for a BDR to complete right after setting a meeting to ensure a smooth handoff?

Taking good intro notes

300

This Persona is responsible for the complete oversight of the close from tracking team members to establishing internal controls

Finance Director

300

This section of the pain funnel is where decisions are often made

Emotional Level Pain

300

This simple but powerful tactic encourages prospects to share more

Pausing after the prospect finishes speaking

300

What is Annaelle's side hustle / biggest aspiration outside of work?

Singing!
400

This critical meeting helps BDRs and AEs stay aligned on deals as they progress

Debriefs after intro calls

400

This Persona is responsible for modernizing the entire financial function. They are the architect of change, not just a manager of day-to-day operations

Financial Transformation

400

"How is that affecting your teams productivity?"

This question pertains to what level of the pain funnel?

Business Level Pain

400

List 5 of our 7 Value Props (synonymous with areas of pain!)

- Visibility

- Centralization

- Standardization

- Accuracy

- Documentation

- Automation

- Audit Readiness

400

What did Brent do when he was 6 years old?

Sh*t his pants at Disney & finished the day in boxers

500

This is the collaborative process where an AE and BDR review their shared opportunities and next steps

Pipeline Review

500

This Persona - typically falling outside of our ICP - is the strategic leader responsible for the company's entire technology infrastructure. They oversee all technology decisions, from hardware to software

VP of IT

500

This takes place at the end of the pain funnel

Review

500

The practice of triaging the most relevant details a prospect shares

Prioritization of Information

500

What was Jacob's biggest mix up and what was the result?

Mixing up Vitamin D Tablets with Laxatives... Took 3 of them at once, you know the rest