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Implementation Templates
We understand how daunting a blank page can be, so we’ve created templates that might be relevant to your industry for inspiration.
Enterprise Technology Sales
Page Structure:
- Branded interface
- Multiple meeting types
- Qualification forms
- Calendar integration
Meeting Types:
- Discovery (30min):
- Basic qualification
- Routes to SDR/AE
- Technical Assessment (45min):
- Requires discovery completed
- Routes to AE + SE pair
- Solution Design (60min):
- Requires technical assessment
- Routes to SE + Solutions Architect
Routing Rules:
Rule 1:
- Criteria: Enterprise_Account = TRUE AND Technical_Need = HIGH
- Assignment: Enterprise_AE + Senior_SE
Rule 2:
- Criteria: Deal_Size >= 100000
- Assignment: Senior_AE
Rule 3:
- Criteria: Integration_Required = TRUE
- Assignment: Technical_AE + Integration_Specialist
Rule 4:
- Criteria: Product_Interest = 'Platform'
- Assignment: Platform_Specialist
Page Structure:
- Industry-specific branding
- Vertical-based meeting types
- Integration assessment
- Compliance checks
Meeting Types:
- Discovery (30min):
- Basic qualification
- Routes to SDR/AE
- Technical Assessment (45min):
- Requires discovery completed
- Routes to AE + SE pair
- Solution Design (60min):
- Requires technical assessment
- Routes to SE + Solutions Architect
Routing Rules:
Rule 1:
- Criteria: Monthly_Volume >= 1000000 AND Industry = 'Healthcare'
- Assignment: Healthcare_Payments_Specialist
Rule 2:
- Criteria: Integration_Type = 'Enterprise_ERP'
- Assignment: Enterprise_Solutions_Architect
Rule 3:
- Criteria: Compliance_Requirements = 'PCI'
- Assignment: Compliance_Specialist
Rule 4:
- Criteria: Standard_Integration = TRUE
- Assignment: Implementation_Consultant
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