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Onboarding Matters

Learn more about marketingandsales with this collection

How to create a successful onboarding process

Why onboarding is crucial for customer retention

How to measure the success of onboarding

Onboarding Matters

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Build your content team

Assign one person to stay focused on writing and measuring the success of your content.

Your frontline reps should buy in to the new sales sequences. Ask what your SDRs hear from their prospects as they speak directly with customers.

Steps to ensure new content has buy-in and approval:

  • Frontline reps submit their ideas for new content.
  • The Sequence Specialist should ensure a use case and that the content doesn't already exist, then write the content.
  • The Content Review Crew helps finalise the sequence.

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How to A/B test your sequences

Testing different versions of your email copy can help you sharpen your message. However, test one thing at a time and in an isolated way.

For example, test if adding a link to an email affects deliverability. Or how the length of a subject line performs.

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Best practices for creating sales sequences

  • Keep it short. The whole email should fit on a phone screen without scrolling.
  • The email must be about your customer, not about the rep or company.
  • Talk about value propositions, not the features or benefits of your products....

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Creating sales email sequences

Creating sales email sequences

A great sales email sequence needs more work than writing a few pitches.

Your AEs and SDRs are a vital part of the content creation process and need to be fully committed to succeed long-term.

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Capturing your reps hearts

Sales reps should feel part of the content creation process to increase their chances of using the sequences.

When you involve reps:

  • Use their time wisely. Once a month is enough to review content.
  • Review all content, and come prepared with adoption stati...

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Developing your sequence strategy

For larger companies, SDRs often use up to 100 sequences, while smaller companies can use 10 or 15 sales sequences.

Content supply chain steps:

  • Brainstorming new content ideas
  • Ensuring content ideas connect to actual use cases
  • Writing the content

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CURATED FROM

CURATED BY

curtislop

Chief Executive Officer

Creating and perfecting your sales sequence takes time

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