Samples Shipped V.2

• Tier 1
  • main assets: Catalog1, Kalie direct demo link, comms based on tiered offerings
  • workflow: assign to BDR or Direct?, set as SQL- In Progress+ data captured fields linking company and contact
• Tier 2
  • main assets: Catalog2, round robin demo link (this can subbed for Diana or standard /demo link prop count can be updated while new AE training period), tiered offerings
  • workflow: assign to BDR (round robin? SOPs needed), set as SQL- In Progress+ data captured fields linking company and contact
• Tier 3
  • main assets: Catalog3, round robin demo link (this can subbed for Diana or standard /demo link prop count can be updated while new AE training period) tiered offering
  • workflow: assign to BDR (round robin? SOPs needed), set as SQL- In Progress + data captured fields linking company and contact
• Tier 0
  • main assets: none
  • language and plans for handling “to nurture” in BDR pipeline
  • workflow: assign as “other/ to nurture?” no owner?
• Right now this is an auto enroll from many sample ticket workflows. Prop count will need to be mandatory on all forms and be a set trigger for enroll in the 4 different new sequences
• If this are built independently (templated) these can be used as building blocks for most future outreach
• Wants & wishes:
  • visuals showing delivery cadence and packaging per tier (I’d love if these looked more polished like marketing blasts)
  • Automated shipping updates linked to ACM, not sequencing (this separated from shipping updates. We will probably want a separate huddle on this)
  • Non-priced catalog asset option
  • “package/kit calculator” (this is a wild ask, but it would be awesome if we had a tool where they check box everything they provide now— GREAT data capture for us— and we pop up/recommend the closest matching kit/package selection option for easy sale recs or customized samples

Event Outreach

• Create non-specific post-event outreach templates (3-4) that can be copied and personalized pre-event
  • SQL+connected, SQL+did not connect, IPM Tier1/2/3 connected
  • new links and asset asks from Samples V.2. section

BDR resources d for “if they ask”

• templatized responses for FAQ
  • Can we do bulk orders?
  • What can you tell me about white labeling my products?
    • Tiered
    • Time Frame and cost (pre-demo info level)
  • What Property Management Systems do you work with?
  • Who makes your products and what are they made with?
  • Cost?