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    Revops Lead Case Study - Betterline

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    officialmuhammadali2
    The document discusses a company that books 10 meetings per month with clients' ideal prospects. It outlines the onboarding process for new clients which includes understanding the client, building profiles, reworking offers, and creating pitch decks. After onboarding, the company sources leads, has account directors schedule meetings between clients and leads, and clients are responsible for closing deals.

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    Revops Lead Case Study - Betterline

    Uploaded by

    officialmuhammadali2
    5 views1 page
    The document discusses a company that books 10 meetings per month with clients' ideal prospects. It outlines the onboarding process for new clients which includes understanding the client, building profiles, reworking offers, and creating pitch decks. After onboarding, the company sources leads, has account directors schedule meetings between clients and leads, and clients are responsible for closing deals.

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    The document discusses a company that books 10 meetings per month with clients' ideal prospects. It outlines the onboarding process for new clients which includes understanding the client, building profiles, reworking offers, and creating pitch decks. After onboarding, the company sources leads, has account directors schedule meetings between clients and leads, and clients are responsible for closing deals.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    5 views1 page

    Revops Lead Case Study - Betterline

    Uploaded by

    officialmuhammadali2
    The document discusses a company that books 10 meetings per month with clients' ideal prospects. It outlines the onboarding process for new clients which includes understanding the client, building profiles, reworking offers, and creating pitch decks. After onboarding, the company sources leads, has account directors schedule meetings between clients and leads, and clients are responsible for closing deals.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    Summary:

    At Betterline, we onboard businesses that want to grow and we help them achieve their revenue
    goals. We do this by booking our clients 10 meetings/month with their ideal candidate profiles.
    Please go through the following links to know more -

    ● Company website
    ● CEO’s LinkedIn

    Current process:
    Betterline onboards a new client and then works with them for the first 2 weeks to -

    ● Understand their organization, structure, and services


    ● Build their ICP
    ● Revamp their offer
    ● Create their new and improved pitch deck

    After the initial onboarding, we decide on a Go-Live date and this is when we start booking meetings
    for them. The process is -

    ● The Ops team sources leads and upload them to Hubspot


    ● Account Director (AD) calls these leads and tells them about the client’s offering
    ● If the lead is interested, the AD books a meeting between the client and the lead
    ● The client then attends these meetings, are responsible for closing the deals and informing
    the AD where each deal is in the pipeline stage

    Questions:

    1. How would you conduct the client onboarding? How would you ensure the 4 onboarding
    steps are completed on time while also maintaining an excellent customer experience?
    2. Would you add or remove any step from the process above (onboarding and
    post-onboarding) to make it more efficient or client-centric?
    3. Which tool/tools would you use to source leads? What framework would you use to ensure
    that the leads sourced are of the best quality?
    4. Based on the process above, what metrics would you track and which platform would you
    use to track these metrics and why? (Hint: Consider multiple stakeholders)
    5. Build a report that the AD will share with the clients. What should be the cadence for sharing
    this report? The report can be in any format and can be made on any platform.
    6. Please share samples of your past work that showcases why you’re the ideal candidate for
    this role - it can be dashboards/reports that you have built, process documentation, or
    anything else that’s relevant to this role.

    Hint: Using technology and servicing our clients to the best of our abilities is at the heart of what we do.
    Be creative and detailed in your responses. Please keep this in mind while answering the questions.

    DEADLINE: Sunday, Feb 26th, 11:59 PM

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