Notes for Kalie

Things I noticed @Kalie

Timing on sequences need to be reviewed (a lot of them are all 1 biz day in between)

• [ ] @Kalie review sequence timing (update time between steps)
• [ ] @Kalie add closed-lost updates (lifecycle stage, lead status, enroll in nurture campaign
  • [ ] Can this be automated via a workflow?

Where do we need to update the things?

Other:

• cold outreach sample offering
  • Joy’s recommendation: Change to a sequence and mimic the Woodpecker verbiage
  • @Joy is this something I need to do?
• cold outreach sojo intro
  • Joy’s recommendation: Change to a sequence and mimic the Woodpecker verbiage
  • @Joy is this something I need to do?

Woodpecker

• woodpecker reply snippet
  • Joy’s notes: Refreshed for now and have asked Against to supply follow up comms when we turn this campaign back on in September

Sample requests

• Tier 1 samples shipped
  • Done
• Tier 2 samples shipped
  • Done
• Tier 3 samples shipped
  • Done
• Samples shipped (after samples arrived)
  • Joy’s questions: How is this used? All tiers?
    • @Joy tier 1 / 2 and tier 3 have different sample SKUs.
      • this is used when we get ghosted from samples shipped sequences

NEW Demo booked