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Which of the following steps should you implement in order to build an outreach playbook for your client?

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February 23, 2023

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Which of the following steps should you implement in order to build an outreach playbook for your client?

Create a checklist of all outreach steps
Build an outreach process diagram
Get buy-in from all stakeholders on any outreach process changes
Help the team decide which metrics to focus on
All of the above

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True or false? Once you have constructed an outreach process diagram for your client, you will be able to visualize the gaps in their process, and can start determining which gaps to tackle first.

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Scenario: Your client sells highly sophisticated and customized products and services in the financial technology industry. Your client champion does not believe that their sales team’s approach can be automated in any way. They seem to think that the Sales Hub tools won’t be helpful because of how personalized and consultative their sales process is. How do you respond to this objection?

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