Follow-up Call

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Lead State

Current Status:

Cold - Requires Re-engagement

Lead has gone cold after initial high engagement. Previous interest in Enterprise solution and specific questions about security and implementation indicate potential for revival.

Engagement Metrics:

  • • Engagement Score: 1/5 (Previously 4/5)
  • • Sentiment Score: Neutral (Previously Positive)
  • • Decision Stage: Dormant
  • • Decision Urgency: Low

Unresolved Concerns:

  • • Security and compliance within B2B payments context
  • • Implementation timeline and integration process
  • • Integration with existing payment platform

Response Pattern:

Initially engaged with specific questions about security and implementation. No response to follow-up email addressing these concerns, indicating need for direct re-engagement.

Call Objectives

Primary Objective:

Schedule Product Demo

Showcase Genie IQ's security features, implementation process, and integration capabilities for B2B Payments.

Re-engage CEO with focus on addressing specific technical concerns through a tailored demo.

High Priority

Secondary Objectives:

  • Reinforce Value Proposition

    Emphasize how Genie IQ enhances XY Tech's position in B2B payments through improved lead conversion.

    Medium Priority

  • Technical Requirements

    Gather specific integration requirements for XY Tech's payment platform.

    Medium Priority

Communication Timeline

Nov 22, 2024 - 3:30 PM

Re-engagement follow-up call attempted to schedule demo and address concerns.

Nov 21, 2024 - 10:00 AM

Follow-up email sent addressing security questions and proposing demo.

Nov 20, 2024 - 10:15 AM

Reply received expressing interest in Enterprise solution and requesting security/implementation details.

Nov 18, 2024 - 2:30 PM

Follow-up email sent highlighting security features and Fintech case study.

Nov 16, 2024 - 11:00 AM

Initial phone outreach - left voicemail about B2B payment solutions.

Nov 15, 2024 - 9:00 AM

Initial outreach emails sent introducing Genie IQ and providing Fintech case study.

Re-engagement Strategy

Strategy:

Re-engagement Strategy

Based on Hasan's initial engagement and subsequent silence, we're adopting a re-engagement strategy focused on addressing their core concerns about B2B payments security and compliance.

Our goal is to demonstrate Genie IQ's robust security features and integration capabilities, positioning our solution as the ideal choice for their payment processing needs.