Go to Market Strategy & Account Plans

https://tldv.io/app/meetings/647f389311e1350013033d99

tl;dv: DMS x Jorge n° 6

01:15 Schedule a meeting to see how the user evolves and works on the dashboard

03:27 Lucas to take over everything about the CRM and speak to prospects.

05:52 Explore the product description and management views

08:17 Discussion on product features, views, and collateral

10:40 Create product templates and guidelines for creating product pages.

12:53 Create personas to identify customer segments

15:12 Communicate product capabilities and benefits to achieve impact and organization.

17:43 Consider creating a landing page with a clear value proposition

19:47 Discussion about product concept and proposition

22:22 Create segmented landing pages and use prompts to build value propositions.

25:06 Define the steps for each approach in the commercial playbooks

27:44 Focus on the gap between steps to prevent customer drop-off.

30:05 Deals are the cornerstone of the business

32:39 Discussion about creating a new deal and important information for it

34:58 Create a list of activities for the account plan

37:20 Send an introductory message and create a meeting preparation script.

39:46 Create a structure for introductory messages with a call to action

42:06 Using agitating questions to address pain points and reduce friction

44:20 Create a system for tracking meeting interactions and action points.

46:48 Create tailored content for specific customers and segments

49:12 The tool is a dashboard for deals with views and filters.

51:28 Difficulty in remembering and organizing information as a company grows

54:02 How to use proven management for pricing, upselling, and cross-selling

56:02 Work on playbooks for communication with customers in video meetings

58:32 Standardize sales playbooks for stages 1-3, but allow for customization in stages 4-5.

01:00:59 Customize and use execution dashboard

01:03:37 Complete missing elements in sales dashboard and account planning

01:06:10 Discussion on using playbooks and deal flow

01:08:22 Prepare tools for distance exchange and establish clear objectives before meetings.

01:10:42 Focus on putting CRM into practice and schedule follow-up in three weeks

01:12:32 Follow-up meeting to review progress