Commit bfd3d876 authored by Chad Malchow's avatar Chad Malchow

clarified who invites technical resources to a call.

parent 739204fd
Pipeline #5263770 passed with stages
in 11 minutes and 51 seconds
......@@ -110,7 +110,8 @@ On the GitLab issue, make sure to:
1. BDR checks AE availability and send invite to prospect(s) and AE with invite naming convention of Meeting Invite Naming Convention: Gitlab Discovery Call - with call in details and agenda of meeting (from summary email and notes)
1. BDR emails prospect, cc'ing AE. Email consists of a summary of the lead qual data captured above (current state, problems to solve, what they would like to learn and desired state). This email also introduces the AE and confirms the meeting day with the prospect and informs them that a meeting invite will be sent shortly.
1. BDR converts lead to opportunity. BDR adds into revenue into the amount field, within the opportunity object, based on the lead criteria uncovered of number of seats and/or products interested in purchasing now.
3. BDR joins Discovery call and provides warm handoff
1. If technical resources will be needed for any calls, AE will be responsible for inviting necessary resources. Typically, the frst call, which isi Discovery, should not contain technical discussion or resources as we are gathering information from prospect to present information at a later date.
1. BDR joins Discovery call and provides warm handoff
## Nurture campaign process<a name="nurture"></a>
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