Get familiarized with the Bloobirds company's status, as they will guide you through your day-to-day:
A SDR is currently prospecting the lead. You should follow the prospecting cadence to get in touch with the lead.
Once a lead has the status On Prospection or a later status we recommend always having a next step planned. This is the way to guarantee that every company follows the sales funnel.
An SDR has contacted the lead.
In this status, the objective is to fill in the qualifying questions to assess the business potential and awaken the lead's curiosity in order to schedule a meeting with the Account Executive.
When the Account Executive, considers there is a business potential will decide to create an opportunity. The lead becomes a contact. This status indicates that the lead is already in the sales pipeline or is about to become a client.
When it has not been possible to contact the lead after the defined cadence, the SDR must decide whether to change the status of the company to:
Whenever the lead shows an interaction with the marketing content, the SDR may decide to change the status to On Prospection and the lead will be prospected again.
The lead isn't a good fit. Add the discarded reason.