Checklists

Strategies and tactics for all your account-based and social needs, in an easy-to-follow format. Print them out, or add them to your bookmarks tab.

  • Breaking Into Whale Accounts: A Checklist for Account Based Selling

    Breaking Into Whale Accounts: A Checklist for Account Based Selling

    More than ever before, sellers need to create personalized insights and engagement at scale. When asked, 3/4 buyers said they won't engage with a salesperson unless they had unique...

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  • How To Plan The Perfect Sales Kickoff [Checklist]

    How To Plan The Perfect Sales Kickoff [Checklist]

    From planning to execution, your sales kickoff is one of the most critical events for starting new initiatives. 

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  • The Perfect Social + Account-Based Cadence [Checklist]

    The Perfect Social + Account-Based Cadence [Checklist]

    Our latest research shows 66% of B2B sales leaders say social strategies are "absolutely crucial" to account-based sales development (ABSD).  

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  • The Perfect Social Selling Routine [Checklist]

    The Perfect Social Selling Routine [Checklist]

    What is the perfect social selling routine? We crowdsourced from 75,000 sales professionals to find out. 

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