Pre‑Meeting Survey.

⏩ MEETING TO OPPORTUNITYIntermediate

This is one of the biggest plays we run at ZoomInfo. You’ve scheduled a demo and want to make sure that people show up for it. Send out a qualification survey ahead of the demo meeting. You’ll see a huge increase in show rate for those who take it and know more about them before you meet.

If someone spends time filling out the survey, they’re both interested in the product and invested in the process. You’ll see a 90% show rate for people who fill out the entire survey.

Triggers

  • Identify contacts where a meeting is currently scheduled within 3 days

Actions

  • Source expanded set of contacts based on meeting invite titles
  • Send records to your CRM
  • Assign to a User
  • Create survey to capture areas of interest and product affinity
  • Enroll in Pre-Meeting Survey campaign

GPT Email Example

 

Company:

Persona:

SDR Manager

Subject: Follow-up on Scheduled Meeting with ZoomInfo

Hey Jennifer,

I hope you’re doing well. I wanted to reach out in advance of our meeting tomorrow to make sure we’re able to make the most of our time together. To help with that, could you please fill out this quick survey? It will give us an idea of what topics you’d like to focus on during our conversation.

Looking forward to speaking with you soon,
Sean

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