Author's Preferences Flashcard

Front

What should you do after closing an opportunity according to the AE Handoff Process?

Back

Fill out the AE Handoff Questionnaire

Front

What should you not forget to do when introducing NASA to the client?

Back

CC the relevant person

Front

Which platform will communication move into after the introduction? Options: Salesloft, Onboarding Platform (Guide CX), Salesforce, HubSpot

Back

Onboarding Platform (Guide CX)

Front

What is the purpose of including all relevant details in the introduction?

Back

To facilitate a smooth transition

Front

Who is introduced as the New Accounts Sales Administrator in the document?

Back

Victoria Howard

Front

What might impact your client's target first check date according to the document? Delay in submitting required documents, Attending a meeting late, Forgetting to reply to an email, Missing a phone call

Back

Delay in submitting required documents

Front

What is the purpose of reviewing the Sales Order and Handoff Questionnaire in project tailoring?

Back

To tailor the project to the client

Front

What is the purpose of the Setup Questionnaire?

Back

To start building the base of the project and generate forms for the signer to sign.

Front

What is the overall purpose of the questionnaires?

Back

To tailor the project to the client's needs and ensure accurate information is collected.

Front

What should you ensure before handing off a client?

Back

The client is ready to begin.