Redbooth Templates

Choose a Template to get your workspace instantly built and ready to go.

Empower your sales team! This customer-focused workflow enables your team to drive and strengthen the sales process, making it easier to move forward with new opportunities. Now it’s easy for your reps to show each prospect what it will be like to work with your organization, step by step. It takes just a few moments to launch and personalize it in a new workspace each time.

Each time you prepare the buy cycle for a new prospect, you can simply download it again. To get the most out of this workspace, you can also view this webinar on how you can use Redbooth to lead growth and accelerate sales.

Sales Mutual Action Plan

Empower your sales team! This customer-focused workflow enables your team to drive and strengthen the sales process, making it easier to move forward with new opportunities. Now it’s easy for your reps to show each prospect what it will be like to work with your organization, step by step. It takes just a few moments to launch and personalize it in a new workspace each time.

Each time you prepare the buy cycle for a new prospect, you can simply download it again. To get the most out of this workspace, you can also view this webinar on how you can use Redbooth to lead growth and accelerate sales.

Sales Mutual Action Plan

Inbox

Phase 1: Education and discovery

  • Understanding your current situation
  • Invitation to relevant webinars
  • Key business problems to solve
  • Defined business processes
  • Defining trial success criteria

Phase 2: Validation and needs definition

  • Additional demo with exec team
  • Customized product demo
  • Build out workspace for defined processes
  • 5-minute "quick starts" delivered to users
  • Share product data sheets
  • Share customer success stories
  • Commercial model discussion

Phase 3: Final discussions and agreement

  • Legal review
  • Provide customer references
  • Joint press release discussion / agreement
  • Commercial agreement and enrollment form completed

Phase 4: Implemention

  • CSM handoff meeting: define implementation
  • Dedicated CSM onboarding completed

Phase 5: Quarterly checkup

  • New team trial
  • Review usage and learnings

Action Items #misc