Outbound Process Draft Created

@chetbackman @joelucas @hanktaylor Create outbound sales and marketing process. To include:

• Target account and contact identification
• Target account and contact source
• How to keep track and identify accounts within SFDC & Marketo
• Messaging framework
• Communications framework
• Needed tools
• Idealized Lead Flow Document (how leads flow from input to deal)

@joelucas @hanktaylor I have been meeting with the sales reps to initialize the overview of the outbound process. I have gathered enough information to do some rough messaging framework and have gotten an Idea on needed tools. @hanktaylor I will ping you on slack and put time on your calendar to discuss ways to keep track and identify accounts within SFDC & Marketo once I have access to SFDC.

Marked the task Needed tools as completed

I just gained access to SFDC, this is now at the top of my list and will be done by early next week. I now have time on Hanks calendar to help me with the tracking and identifying accounts within SFDC & Marketo.

Marked the task Target account and contact source as completed

Here is an account list put together. It is broken up into 3 stages. There are tabs and unique lists for each one. https://docs.google.com/a/gitlab.com/spreadsheets/d/137VPrE2Z92OM9R4sweEggV1Jp3BZh9XxGyv53dH3EAo/edit?usp=sharing

Marked the task How to keep track and identify accounts within SFDC & Marketo as completed

Marked the task Messaging framework as completed

Marked the task Target account and contact identification as completed

Marked the task Communications framework as completed

Marked the task Idealized Lead Flow Document (how leads flow from input to deal) as completed

Finished this up last week from a high level. As I continue to prospect items will be updated

closed