1. Learn how to create your space using a template
2. Save your space as a template
In this way, you'll quickly create a Space from the same template at anytime.
You can create a space from scratch whenever you want, without using a template.
3. Create multi-page Spaces! 📑
With multi-page Spaces, you're not just creating content; you're crafting tailored experiences that resonate with your clients. From personalized onboarding to strategic proposal management, these benefits empower you to elevate your B2B interactions.
3.1. Benefits of multi-page Spaces for B2B sales:
Simple Content Organization: Present a cohesive narrative by structuring your content across multiple pages.
Streamlined Information Flow: Avoid information overload by breaking down content into digestible sections.
More Personalized Client Experiences: Customize content for different clients in the same company, ensuring a personalized and impactful engagement for everyone.
Enhanced Collaboration: Ease collaboration by centralizing discussions and materials around a specific topic
Efficient Client Onboarding: Simplify the onboarding process by guiding clients through dedicated onboarding pages.
Proposal Management: Manage proposals more effectively by organizing them in a systematic and accessible manner.
3.2. Use Cases of Multi-Page Spaces
Let's dive into how Sales Development Representatives (SDRs), Account Executives, and Customer Success Managers can leverage this capability to improve their engagements.
1. Sales Development Representatives (SDRs):
Prospect Journey: Capture the entire journey of potential leads from outreach to conversion.
Cold Outreach Strategies: Map out and refine your strategies for impactful cold outreach.
Pitch Perfect: Craft compelling pitches and tailor them for different stages of the sales funnel.
2. Account Executives
Proposal Center: Create, organize, and track proposals efficiently for seamless client interactions.
Client Onboarding: Streamline onboarding processes with dedicated pages for each client in the same company.
Deal Progress Tracker: Monitor the progress of ongoing deals and collaborations in a structured manner.
3. Customer Success Managers
Success Stories Showcase: Curate success stories and positive feedback from satisfied clients.
Quarterly Review Hub: Conduct comprehensive quarterly reviews to enhance client success.
Training Resources Depot: Centralize training resources to empower clients for success.
Additional Universal Use Cases:
Case Studies Collection: Showcase in-depth case studies for various successful engagements.
Demo Center: Create a space dedicated to product demos tailored for your desired segment of clients.
Onboarding Excellence: Guide clients seamlessly through onboarding processes for a positive start.
Strategic Proposal Hub: Craft, refine, and store strategic proposals tailored for diverse B2B scenarios.
Remember, these are just starting points. Feel free to customize and expand based on your specific needs. Empower your B2B interactions with well-structured and purposeful multi-page Spaces. If you have any questions or need assistance, our team is here to support you!
4. Widgets said to be most effective by Forwardians ⏩
4.1. Calendly 📅
Eliminate the hassle of coordinating schedules with potential clients. Simply integrate your calendar directly into your Space. We offer compatibility with a wide range of calendar tools, including Calendly, Hubspot Cal, Outreach Cal, Pipedrive, Salesloft, and more. No more excuses – streamline your scheduling process today.
4.2. Mutual Action Plan (A.K.A. Next Steps) ✅
Create tasks for both you and your Space visitors using the mutual action plan. It's a valuable tool for handling complex sales, onboarding, and projects with ease.
We also send reminders to the people you assign tasks to, so each task is delivered on time.
4.3. Media + Text Widget (2 Columns) 🖼️✍
Double column widget with text and video or image. This is one of the best ways to showcase your stuff, welcome your visitors with a warm welcome video or a product video.
4.4. Business Card 👤
Business card is a must for a space. The widget that will add a human touch to your space is the business card. Additionally, your visitors can contact you directly using the information in your business card widget.
That's it for the first Forward Learn post! (1/4)
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