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When creating an email template to confirm a meeting with someone, how would you include the time the meeting was scheduled for?

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Answer

  • Personalization tokens
  • Fill-in-the-blank areas
  • Static text
  • None of the above

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When creating an email template to schedule a meeting with someone, how would you add a description of the topics the meeting was supposed to cover? For example, “I’d love to find a time to dive deeper into [insert topic here].”)

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When creating an email template to schedule a meeting with someone, how would you add a description of the topics the meeting was supposed to cover? For example, “I’d love to find a time to dive deeper into [insert topic here].”

Answer

  • Personalization tokens
  • Fill-in-the-blank areas
  • Static text
  • None of the above

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When creating an email template, how would you add the next steps? For example, “If you’d still like to talk about this, please let me know the best time to reach you.”

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When creating an email template, how would you add the next steps? For example, “If you’d still like to talk about this, please let me know the best time to reach you.”

Answer

  • Personalization tokens
  • Fill-in-the-blank areas
  • Static text
  • None of the above

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If you enroll a person in a Sequence, what happens when they respond?

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If you enroll a person in a Sequence, what happens when they respond?

Answer

  • The “post-contact” steps of the sequence are triggered,
  • The sequence continues executing until all of the steps are completed.
  • The sequence alerts you that they have responded.
  • The sequence automatically terminates.

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If you send a tracked email to a contact and you get a notification saying they read it, when should you call them?

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If you send a tracked email to a contact and you get a notification saying they read it, when should you call them?

Answer

  • As soon as you see the first notification.
  • After they respond to your email.
  • After getting at least 10 notifications.
  • After getting three or four notifications.

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What’s an ideal customer profile?

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What’s an ideal customer profile?

Answer

  • A checklist of the most basic attributes someone needs to have in order to be successful as your customer
  • A detailed description of a customer who has purchased your product in the past
  • A way of ranking the priority of your leads
  • A standard report available on your sales dashboard

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You work for a company that has a form where people can request a free consultation. You want to create a list of people in your territory who have submitted this form. Which tool will you need to use to do this?

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You work for a company that has a form where people can request a free consultation. You want to create a list of people in your territory who have submitted this form. Which tool will you need to use to do this?

Answer

  • Saved filters
  • Task queues
  • Forms
  • Lead flows

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True or false? You should customize an email template every time you send it out.

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True or false? You should customize an email template every time you send it out.

Answer

  • True. Personalization tokens are just placeholders that need to be manually replaced.
  • True. The template is a starting point, but every email you send should be customized for the contact you’re sending it to.
  • False. The point of email templates is to save you the trouble of customizing individual emails.
  • False. Some emails might need additional customization, but a good template can be sent “as is” in most cases.

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