Get to it!!!
Leads should be called within this time frame.
5 minutes or less
What should your tone be in all voicemails?
Friendly, energetic, personal
Lead is 1,000 ee. HQ is in Victoria, British Columbia. What region and team(s) does this lead go to?
Matt or Braden team. CA+
True or False: Gatekeepers should be treated as an enemy and obstacle
False
True or False: Having the lead only get the automatic emails is enough
False
You should always send this to the lead after you schedule a future or adhoc appt
Intro email that CCs AE
Name at least 4 things you should include in all voicemails
Name, BambooHR, their company, reason why you're calling, reference email you sent out or will send out, reference product specialist, phone number, etc
Lead is 24 ee, HQ Buenos Aires, Argentina. Where does this lead go?
Cristen's team CA+
You should always ask gatekeepers for this type of alternate info.
Alternative phone numbers, names of new people that replaced lead in the position, alternate email, etc
Where can you find email templates to send to leads?
If a bookit lead fully qualifies themselves for their bookit appt tmrw afternoon and they say their whole team will be joining the zoom, how should you set this?
Future the scheduled bookit time to ensure an AE will be available and prepared
True or False: EK's VM ratio report on the dash track ALL voicemails you made that day
False
Lead is 300ee. HQ is in Saint Lucia. What team should this go to?
Matt or Braden
If a gatekeeper doesn’t know HR contacts, this is another place you might look.
LinkedIn, double check company website
What 2 AI-powered tools can suggest content ideas for emails (must have both tools)
Highspot and Sandbox
If a prospect misses an appointment, you should send this with a note saying you’ll wait.
A zoom link
Extra calls outside cadence should still include voicemails. How many should you make?
4+ intentional dials
2 leads. First one: 300ee and HQ is in Fiji. Second one: 3 ee Papua New Guinea. Which region or regions do these two leads go to? No need to include team- just region(s)
APAC
When a gatekeeper tells you to call the lead back, you should always do this:
Put the time on your calendar
A rep's personalized emails aren't showing up on the dash, what should the rep check?
If salesloft is turned back on in gmail, refresh Salesloft extension
This acronym reminds you to always end a call with another scheduled call.
ECWC (End a Call With a Call)
After leaving a voicemail, what type of follow-up should be sent after a few days to bring the message back to the top of the inbox?
A reply to the email thread
Name all 4 CA+ AE1s, all 4 on Matt H's team, all 4 on Braden's team, all 4 on Matt Njoku's team
Cristen: Tanner, Sakura, Andrei, Aaron
Matt H: Jason, Danny, Davin, (Newel RIP, Mike Morrel, Andrew Givens)
Braden: Zach J, Zach L, Matt M, Anthony
Matt N: James, Hunter, Sam, David
True or False: When speaking to a gatekeeper, it's best to give them all the info (where you're calling from and why you're calling them) so they can tell the lead
False: refer to Matt Njoku training
What's a "housekeeping" rules you should always make sure is kept when sending an email? (Name at least 3)
Font size the same, email all the same font, grammar, punctuation no sub in filters like {Name} included, etc