Set up Bluejeans
Read notes from previous calls
Open up their Business Manager
Open up relevant ad accounts
Find relevant hook involving 1 optimization and 1 pitch
Introduce yourself, role, and ME program
Confirm Decision Maker ask to be connected to DM. Have Dm confirm ad account info.
Confirm contant info
Set an agenda with desired outcomes for the call
Confirm Budget or changes to budget
What are advertiser's main KPI's?
Demonstrate adequate call preparation referencing previous performance, research, or a relevant hook.
Review current advertising strategies or revisit previous strategies. Results from previous campaigns
Restate questions, issues / statements to confirm understanding
Offer an optimization, product, or solution relevant to the client's needs.
Communicate the recommendation in a clear, thorough, and accurate manner.
Confirm advertiser understood the solution/recommendation found it acceptable.
Address all of the advertiser's questions correctly Results from previous campaigns
Ask if there was anything else they could help with.
Provide a summary or recap reinforcing key points from the call.
Confirm the links/resources you will send.
Confirm next steps/ask the advertiser for an appropriate follow up interaction based on the opportunity.
Properly close the conversation in a friendly manner.
Match the advertiser's level of expertise with language and behavior.
Build rapport, express empathy, humanize yourself, to not sound robotic.
Manage an appropriate pace and call flow./ Demonstrate call control
Sarting your thoughts/responses in a logical sequence/Keeping the call on track.
Use Bluejeans to screenshare when appropriate.
Ask for the proper contact information in Salesforce and CRM.
Include a proper greeting/statement w/ advertiser's name/ reason for email.
Email consists of a relevant template or email that was appropriately customized (so as not to sound robotic).
Include a summary of the previous interaction
Follow up on all commitments made
Provide additional resource links or attachments in the emails
Use proper grammar, spelling, and syntax in the email communication
Log Client Interactions in CRM
Log the corresponding call with the correct task code and stage the opportunity correctly in Salesforce.
Follow all team policies for use of Salesforce.
Leave detailed notes summarizing the call in all appropriate places, per team guidelines