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Checklist template
Checklist template






checklist template
  1. #Checklist template how to#
  2. #Checklist template trial#
  3. #Checklist template free#
checklist template

  • Call campaigns often result in leaving a lot of voicemails.
  • At a high level, what would your strategy and outreach look like to convert them? We have emails for all and phone numbers for most.

    #Checklist template trial#

    Each week we have approximately 250 prospects whose trial ends without converting to paid.For example, how have they handled pricing objections or a high volume role with massive call lists at other companies? This interview focuses on qualifying situational sales behaviors and skills. Interview #2: Zoom with their hiring manager (30-min interview) What are your compensation expectations? +Share our comp plan, benefits, culture.Answer questions and pitch the Trainual team, growth path, culture, and more.What is your favorite role? What is your least favorite role? And why?.What are three areas in which you need to grow? Or, What are three things slash responsibilities you don’t want to do in your next role & why?.What are three role-related tasks you are incredible at?.Who decided what markets you would own?.Where do you get your leads? How many do you usually get? And what is your current conversion rate?.Have you ever had a quota before? Over the last year, how many months slash quarters were you on the plan or exceeded plan?.Why are you looking for a new role? Why right now? Why this role?.Why Trainual? How would you describe our product to a potential customer in less than 30 seconds?.Interview #1: Pops (AKA HR) qualifying call (60-min interview) Let’s use the Trainual Sales Specialist again as our example: It’s a volume-based game, so more is better. This role is simple: Close assigned leads into paying customers. Everything about Trainual: You will gain a thorough understanding of the products and services Trainual offers to help every business have a playbook!.

    #Checklist template how to#

  • How to prospect larger accounts: You will be able to grow into a position where you generate and engage with leads of a larger deal size in both an inbound and outbound capacity.
  • Plus, you’ll learn to leverage technology for automation and efficiency.
  • How to use our tools: You will get a crash course in Trainual (obviously), Hubspot, Aircall, SaaS Admin, and Stripe.
  • How to collaborate as a team: At Trainual, our collaborative, team-based approach is critical to our internal and customer success.
  • But this high-volume environment requires an organized, hungry candidate that can manage their own pipeline and meet their goals.
  • How to manage a quota: Trainual is a volume-based sales environment with ample opportunities to hit or exceed goals.
  • You are compelling, yet consultative, always keeping the customer’s needs top of mind.
  • The art of storytelling & closing: You know how to tell a story that weaves buying reasons and objections into the narrative.
  • Lead & customer experience: You will ensure all assigned leads and customers have an incredible experience with Trainual – regardless of whether they decide to use the product.
  • And you know how to position the unique value proposition for organizations.
  • Closing leads: You understand the value of playbook software.
  • #Checklist template free#

  • Converting leads in the free trial to paying customers: You will engage with leads during their free trial to help them convert to a paid account! You will achieve this by evangelizing the product through a consultative sales process.
  • And, you know how to hit the phones to close business. Partnering with small and medium-sized businesses to create efficiencies in their business is your jam. You thrive in high-volume sales environments.

    checklist template

    Here’s an example of how to write a job description for Trainual’s Sales Specialist role.








    Checklist template