Font size
WorksheetsEBQ Quiz Master
Total questions: 12
Worksheet time: 6mins
At what times should you check your project emails?
Email should always be open
8am, 12p,1pm,5pm
Once in the morning and in the once in the afternoon
Whenever I feel
What is an EBQ Rating 99?
Jay-z song
Already set a meeting/working with someone, not the right title, completed all cadence with no response, not poc and no pass
Already set a meeting/working with someone, not the right title, completed all cadence with no response, passed to poc
No longer with company, not the right title, completed all cadence with no response, not poc and no pass
What is the EBQ rating for someone who has left the company?
8
99
86
9
How would you define an EBQ rating 10?
Bad information
It does not meet the qualifications set by the client
It does meet the qualification set by the client
Already working with someone at that company
What situation would be an EBQ 5 rating?
Molly’s budget is reviewed in 5 months from now. She asked that you reach back at that time.
Callen is not interested and hangs up.
Kelli said she is super interested but is going out of town. She can’t talk now but wants you to call her back in 5 weeks.
Ally said they just signed a contract and won’t be reviewing any changes for at least a year or more.
You join a project and take over the database from someone else. What are good steps to take to ensure a smooth transition?
Review the Upper Pipeline to make sure nothing is missed and looks up to date.
Just start calling the follow-ups.
Take the comments with a grain of salt. If it doesn’t make sense try calling again or do more research.
Tell your PM that the person before you did a horrible job
UH oh, you ran out of follow ups for the day. What do you do?
Take a look at your pipeline. Do you have any untouched records, upcoming next steps, or upper pipeline that need to be called?
Shorten cadence with PM/Director approval
Hold off calling on the project until it's resolved.
Find a way to add more data. Google search, LinkedIn, etc.
If your PM/Director requires a weekly recap, how often should it be updated?
Once a week right before the CIM
Whenever you have a moment
Note conversations and questions as I work through the project
After a reminder from my PM or Director
You have a planned absence. What should you do in preparation for this?
Make sure your inbox is clean and organized.
Shut down your computer
Review your pipeline to make sure everything is up to date.
Send an OOO notice including who are covering calls and pre-kick off to PM’s, TL’s and Director
Pack during work hours
Reschedules: You have a no-show. What are the “first” steps to take to get them back on the calendar?
Wait for them to respond with a time.
Call them right away, leave a vm and follow up with an email including new time. Continue following up the next day and then continue a warm cadence.
Send them a new calendar invite and then wait for them to accept.
Ask your PM or Director for the process.
How many Calendars need to have your kickoff listed?
Just my Outlook emails
Just my Gmail emails
Both EBQ & Project email(s)
1 wall calendar
What is the best Thanksgiving Dessert?
Apple Pie
Pumpkin Pie
Cheesecake
Pecan Pie
Fruit Cake
