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Processo de SDR pre vendas

Lead Qualification

Research and identify potential leads

Verify contact information and ensure accuracy

Determine lead's level of interest and fit with the organization

Qualify leads based on predetermined criteria

Prospecting

Develop a targeted prospecting strategy

Utilize various channels for prospecting (email, phone, social media, etc.)

Create personalized and compelling outreach messages

Track progress and engagement with prospects

Outreach and Communication

Initiate contact with leads through email or phone calls

Follow up consistently and persistently with prospects

Customize messaging based on prospect's needs and pain points

Answer any questions or objections raised by prospects

Lead Nurturing

Provide relevant and valuable content to prospects

Educate prospects about the organization's solutions and offerings

Build relationships and establish trust with prospects

Monitor and track prospect's engagement and interest level

Appointment Setting

Schedule appointments or meetings with qualified prospects

Coordinate with sales team to ensure smooth handoff of leads

Confirm meeting details and send necessary information to prospects

Follow up after the appointment to gather feedback and next steps

Reporting and Analytics

Track and measure key performance indicators (KPIs)

Analyze conversion rates and lead-to-opportunity ratios

Review and refine outreach strategies based on data insights

Generate reports to share with stakeholders and management

Continuous Improvement

Seek feedback from sales team and other stakeholders

Identify areas for improvement in the SDR pre-sales process

Implement changes and iterate on strategies for better results

Stay updated with industry trends and best practices

Note: This checklist is a general guideline and can be customized based on the specific requirements and preferences of the consulting organization.

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