Prospecting and Pokémon
Levitate History
KPIs
HVAC 101
The 5 steps
100

What SDRs do all day - the act of cold calling, and emailing people - just like catching a pokemon, this requires patience and persistence.
 

What is prospecting?

100

Who is the founder of Levitate

Who is Jes Lipson

100

The amount of calls it takes to get a meeting

What is Dial to Demo?
100

What does HVAC stand for?

What is heating, ventilation and air conditioning
100

When you connect with a DM - the first statement you make

What is the Hook?

200

Just as Gym Badges measure a trainer’s progress, these measure an SDR’s success.

What are KPIs or Key Performance Indicators

200

What year was Levitate founded

What is 2017

200

This meeting-focused KPI determines whether your scheduled meeting actually happened.

What is Show Rate?

200

The type of work that involves installing, maintaining, and repairing hvac systems to ensure they function correctly 

What is service work?

200

The first step in the 5 steps

What is Fly Low/Get to the DM

300

The SDR equivalent of a pokedex

What is a CRM/Coffee?

300

Who is our Chief Revenue Officer... Where is he from?

Who is Grant Kitching - South Africa

300

This call focused KPI focuses on how often you get a hold of the person you are calling for

What is connect rate?

300

What is the time of season where business slows down for HVAC shops called?

What is the shoulder season?

300

Questions designed to identify pain

What are Qualifying questions?
400

Just as a pokemon evolves into a stronger form, what does an SDR become in the next highest role?

What is an AE or Account Executive?

400

How many customers does Levitate have?

What is 7,400

400

A newer KPI we recently started tracking - it is used to monitor how long a call was and how much we speak on the phone

What is talk time?

400

Recurring contracts set up with customers for tune-ups and priority service.

What is a service/maintenance Agreement?

400

Explains - Who we are, what we do, why they should care.

What is the pitch?

500

An Ultra Ball boosts your catch rate — just like this type of tailored SDR message boosts booking rates.

What is personalization?

500

Where did Jes Lipson go to college?

What is Duke University

500

This KPI is the ultimate measure of an SDR’s success, showing how much potential revenue they’ve sourced.

What is MRR (monthly recurring revenue)

500

A system that provides both heating and cooling by reversing refrigerant flow.

What is a heat pump?

500

The final step of the 5 steps

What is roll to close?