Routing
Admin MRR: $500/month
Subscription: First paid 5 months ago
What team does this route to?
What is Account Management, by territory
What confirmation type is a top 4 form categorized as when it is qualified for a fast pass?
What is "Fast Pass"
How can you find the current ROE?
What is in Flynet
What is: Linked in the Manual Round Robin
What is: Linked in Guru
What is: Linked in the Sales Development Playbook
Where can you look to find out how long someone has been a customer?
Admin, Subscriptions Page
A prospect with a single site comes in to chat. The site gets 5000 visits a month and the prospect is asking for an uptime guarantee.
Who does this route to?
What is a Senior Account Executive.
Reasoning: An uptime guarantee means red-lining a contract. Any time we are red-lining and bringing legal in to conversations, it requires a Senior Account Executive to negotiate and work the lead. Financial institutions and large brands often ask for special uptime guarantees.
Merging, introducing and transferring a dialpad call happens during which process?
A Warm Transfer
A Top 4 Form comes in at 6pm and is qualified for a Fast Pass. Who does this go to?
Who is, the Account Executive or Senior Account Executive working chat
A prospect in chat is requesting pricing. A closer owns the company, but not the contact. They last contacted someone in the company 20 days ago. How do you route this lead?
Who is: to the closing rep who owns the company
Source: Top 4 Form, Fast Pass
A qualified fast pass for a Pricing Form. The body of the form states that they have 150 websites and they'd like a pricing quote.
What team does this route to?
Acquisition, any rep can work this lead.
Source: Chat
Customer wants to downgrade. What is your next step?
What is: Create a ticket, placed in to the Account Management queue, for the Account Manager (sourced by territory) in Zendesk.
What Round Robin is used for a meeting when a qualified prospect wishes to speak with a closer several hours from now?
What is the Regular Future Meeting or Senior Future Meeting Hubspot Round Robin
How long does an acquisition rep have to respond to a ping in #sdr-transfers?
What is 1 minute
Lead Source: Chat
Admin: Freelance Plan, First Paid 3 Days Ago
Wants to talk to someone about plugin updates pricing.
Who do you route this to?
What is an Acquisition rep- any Acquisition rep can work this lead.
What round robin is used for a non-customer, champed opportunity that comes in through the inbound sales line?
What is the Manual, Blue Round Robin
A copy of the #fast-pass snippet used to qualify or disqualify the lead for a fast pass in Hubspot
A self serviced customer is in acquisition's ROE for how long?
What is 90 days.
Lead Source: Chat
Admin: Starter Plan, first paid 60 days ago
Hubspot: Closed/Won deal 60 days ago
Comes in to chat requesting pricing for a 100 site plan. The sites include some ecommerce and login functionality websites. Who does this go to?
Who is: the rep that sold them on their starter plan 60 days ago.
Why?
Acquisition has 90 days to upgrade their prospects once they have first sold/converted them to customer.
How many Acquisition reps must be previously pinged, with 1 minute inbetween, in order to @here the #sdr-transfers channel?
What must be internally noted when passing a lead to a closer in chat?
CHAMP. The closer -must- be able to quickly identify what has already been spoken about in the conversation so that they are not asking the prospect repeat questions. We must, in the least, know what the budget, timeline and who the decision maker is on the lead-- as well as having done enough discovery on their sites and work to know who to route the lead to.
Where can you look for resources on routing?
The ROE, Guru, The Sales Dev Playbook, Your SDR Teammates, Your Manager ❤️