Random
What's the purpose of a screening call?
Confirm the expert is a fit for the project at hand, sell individual on being an expert with Tegus and collect info to build a holistic bio
Who is responsible for "watching a call go off?"
The Analyst.
How many months should an expert be removed from a public target company for us to recommend them to the project?
6 Months
When kicking off a project, where is the first place you should start looking for experts after market research?
The backend.
What were the four main characters' names in the TV series "Golden Girls" that ran from 1985-1992?
Dorothy, Rose, Blanche, and Sophia
If an expert responds with "I'd love to learn more information" what do I respond with?
Schedule a screening call-template on Mixmax.
Where should I go to find the annual revenue for a publicly traded company?
The company's 10K on BamSEC, Yahoo Finance or The Client Portal.
What does MNPI stand for?
Material Non-Public Information
What are a few qualities of a good "former employee" expert?
- The expert was at the target company for more than a year
- The expert left the company within the last 3 years
- They were a decision maker (CXO, Director, VP, sometimes manager)
- They are now at a competitor
- Profiles with words like: "strategy" “enterprise” “corporate” “growth” “partnerships” “planning” “commercial” or “development”
What was the first feature-length animated movie ever released? (Hint: It was a Disney Movie)
Snow White & The Seven Dwarfs
I'm kicking off a new project and am looking at former experts on Linkedin Salesnav. Which of these individuals are the best quality for a former:
- Head of People, leaving January 2022.
- Product Manager, leaving July 2022.
- Director of Sales, leaving January 2022.
Director of Sales, leaving January 2022.
!!!! DOUBLE JEOPARDY !!!!!
Mike and/or Tom Elnick said that the Analyst Role was a combination of these three things:
Research, recruiting, and sales
We're doing a project on McDonald's. Our client wants to speak with current Franchise owners of McDonald's. Can we source current Franchise Owners and if so, do I have to verify anything before sending them over to the client?
Yes - they cannot make up more than 5% of McDonald's total revenue.
How often should we be providing our CRM with updates on our projects?
At the end of the day, when we recommend an expert to the project, when we are running into a roadblock, etc.
What is "cynophobia"?
The fear of dogs
I've run into a wall, searching for customers - I checked Linkedin SalesNav, all testimonials, and the website but have only found a handful of experts. Where should I go next?
Start creative sourcing! Check LinkedIn likes, social media, etc.
What are the criteria to recommend an expert from the backend without re-screening them?
Relevant (the expert is clearly a good fit)
AND
Timely (Active within the last 3 months OR has done a call within the last 6 months)
We have a call scheduled with an expert and they complete their compliance documents. A mismatched email occurs and they disclose that 10 years ago they were accused of financial misconduct with FINRA and were barred from trading for 10 years. This time frame has since lapsed. Can I still move forward with the call?
Nope.
What should I do if I kick off a project looking for former executives and there are only 10 formers to reach out to on Sales Navigator??
Reach out to your CRM with the update and see if there are other angles we can explore!
What was Hilary Duff's first movie?
Casper Meets Wendy
I want to speak with experts who have the phrase cloud communications or customer engagement, as well as one of the following words: virtual, sales, or market.
Create a boolean search to pull up these experts.
("Cloud Communications" OR "customer engagement") AND ("virtual" OR "sales" OR "marketing")
I have the capacity to kick off a new project - walk me through the kickoff workflow.
1. Let your CRM know you have capacity
2. Receive project, create google doc and do market research
3. Set up Mixmax sequences
4. Do your backend search, recommend all relevant and reach out to queued who don't meet the time requirements
5. Start fresh sourcing
A customer kicks off a project on a software solution that is used primarily by government institutions. Their request is as follows:
We want to speak to HR leaders at higher education, school districts or other government entities.
Can we connect them with these individuals?
It depends! We can connect them with individuals at county level or below, but we cannot connect them with state or above.
If it's education, we cannot connect them with experts at public institutions higher than professor unless we get prior approval from compliance.
We CAN connect them with formers from any of these.
I am trying to find customers of a solution. I've already sourced from the backend! What is the next place I should go?
The company website.
What year was the internet invented?
1983