The first step is to complete the Pipeline Manager (PM) survey we sent you. Why? It helps us gain a deeper understanding of your business, products, and services. Once we receive your responses, we’ll create a playbook tailored to your goals. Your PM Director and assigned PM will then guide you through the process and finalize the playbook with you. (Keep in mind, the playbook is flexible and can be adjusted at any time based on your feedback and evolving strategy.)
Which Leads Do The PM Reps Call On For You?
We recommend giving your dedicated PM the autonomy to call all leads in the 'New Lead' column. Clients who have adopted this approach have seen great success. However, you also have the option to specify which leads you want them to qualify by flagging or tagging the lead with @PM Name, as shown below.