Plays LibraryPre-Sales
Lead to MeetingExpertVery High Impact

Fast SLA on Form Fill

Convert inbound and known leads into booked meetings

Sales Stage

Pre-Sales

Difficulty

Expert

Impact

Very High

Channels

Overview

Responding quickly to inbound inquiries will dramatically increase your chances for success. A recent study showed conversion rates are eight times higher when salespeople place their first call within five minutes of getting a lead.  When a website visitor researches a project management solution or fills out a web form for a product demo, the assigned SDR should receive an automated alert and contact the prospect immediately. If they can’t reach the prospect, they should leave a voicemail and add the prospect to a follow-up email sequence requesting a call.

Key Features

Webform Tracking & EnrichmentABM Audiences

Data Types

FormCompleteContact DataCompany Data

Triggers

  • Identify forms completed or abandoned by people at companies within your ICP (ideal customer profile)

Actions

  • Send company and contact records to a specific user or channel in Slack
  • Export
  • Send records to your business system (CRM, MAT, SEP, CSV)
  • Assign to a User
  • Then enroll in a Campaign (optional)

Default Natural Language Configuration

When someone select form interaction the form(s) select form(s) then notify in Slack to select slack channel/user then export to select system as record type and select campaign and assign to select user

Standard Operating Procedure

1. Set Up Form Tracking

  • Configure web form tracking system
  • Define specific forms to monitor (e.g., Pricing Request Form)

2. Establish Slack Integration

  • Set up Slack channel for SDR Outreach Team
  • Configure automated notifications for form submissions

3. Configure Data Export

  • Set up export to CRM (e.g., Salesforce)
  • Define export parameters (Accounts and Contacts)

4. Create Follow-Up Campaign

  • Develop email campaign for non-responsive leads
  • Set up automated enrollment process

5. Define Lead Assignment Rules

  • Establish criteria for lead assignment
  • Configure automatic assignment to specific SDRs

6. Implement Rapid Response Protocol

  • Train SDRs on 5-minute response window
  • Establish escalation process for busy SDRs

7. Enrich Lead Data

  • Configure automatic data enrichment process
  • Include mobile phone, company info, and buying committee details

8. Set Up Multi-Channel Follow-Up

  • Create voicemail scripts for non-responsive leads
  • Establish email and call cadence for follow-ups

9. Monitor and Optimize Performance

  • Track conversion rates and response times
  • Regularly review and adjust process based on performance data

Yield Model

Yield in $ Formula

Potential Yield = (LV * CR / 100) * ADS

Key Drivers

Conversion Rate (CR)Average Deal Size (ADS)Lead Volume (LV)

Driver Definitions

Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.

Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.

Lead Volume (LV) This is the total number of leads available. A higher lead volume provides a larger pool from which potential customers can be nurtured and converted.gre

AI Agent Prompt Template

I. Prompt Instructions - Overview

This email targets prospects who have recently filled out a form on the company's website. The goal is to quickly respond to their inquiry, demonstrating responsiveness and increasing the chances of converting the lead into a meeting.

II. Information Included

The email will include personalized information between <context></context> for proper dynamic insertion:

  • Form Details: Information about the specific form filled out by the prospect.
  • Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
  • Signals & Behavior: Details on the account's engagement history and recent intent signals.
  • Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
  • Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
  • Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
  • Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role, making the outreach more relevant and impactful.
  • Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.

III. Email Structure

<email> <subject>Quick follow-up on your {{FormDetails.FormName}} inquiry, {{Contact.FirstName}}</subject> <body> <p>Hi {{Contact.FirstName}},</p> <p>Thank you for your interest in {{Sender.Company}} and for taking the time to fill out our {{FormDetails.FormName}}. I wanted to reach out quickly to address any immediate questions you might have about our {{ProductService}} and how it can benefit {{CompanyName}}.</p> <p>Based on the information you provided, I believe we can help with {{CompanyInformation.IdentifiedPainPoint}}. Our {{ProductService}} has helped companies like yours achieve {{ValueProposition}}.</p> <p>I'd love to schedule a brief call to discuss your specific needs and how we can tailor our solution to meet them. Would you be available for a 15-minute chat {{ProposedDateTime}}?</p> <p>In the meantime, you might find this {{ContentLibrary.RelevantResource}} helpful. It provides insights into how companies similar to {{CompanyName}} have leveraged our solution to {{SpecificBenefit}}.</p> <p>Looking forward to connecting with you soon!</p> <p>Best regards,</p> <p>{{Sender.Name}}</p> <p>{{Sender.Title}}, {{Sender.Company}}</p> <p>{{Sender.ContactDetails}}</p> </body> </email>

IV. Context

<context> <Form Details> **`{{Form Details}}`** </Form Details> --- <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>

V. Optimizations

  • Subject Line Personalization: Use the form name and prospect's first name to create urgency and personalization.
  • Engaging Opening: Acknowledge the prospect's recent action (filling out the form) to demonstrate quick response time.
  • Value-Driven Content: Highlight a specific pain point and how your solution addresses it, backed by a clear value proposition.
  • Call to Action: Propose a specific date and time for a brief call to discuss their needs further.
  • Relevant Resource: Offer immediate value by sharing content relevant to their industry or expressed interests.
  • Polished Close: Keep the tone friendly and open, emphasizing your availability and eagerness to connect.

Merge Tokens Used

{{FormDetails}}{{Contact.FirstName}}{{Sender.Company}}{{ProductService}}{{CompanyName}}{{CompanyInformation.PainPoint}}{{ValueProposition}}{{ProposedDateTime}}{{ContentLibrary.Resource}}{{Benefit}}{{Sender.Name}}{{Sender.Title}}{{Sender.ContactDetails}}

Play Description for LLM

<play> **PLAY NAME** Fast SLA on Form Fill --- **🔁 Triggers** - Identify forms completed or abandoned by people at companies within your ICP (ideal customer profile) --- **⚡️ Actions** - Send company and contact records to a specific user or channel in Slack - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** 🗓 Lead to Meeting --- **➡️ Channels** ✉️ Email, 📞 Phone, 💬 Text --- **✏️ Summary** Responding quickly to inbound inquiries will dramatically increase your chances for success. A recent study showed conversion rates are eight times higher when salespeople place their first call within five minutes of getting a lead.  When a website visitor researches a project management solution or fills out a web form for a product demo, the assigned SDR should receive an automated alert and contact the prospect immediately. If they can’t reach the prospect, they should leave a voicemail and add the prospect to a follow-up email sequence requesting a call.  --- **✏️ Default Natural Language** When someone **select form interaction** the form(s) **select form(s)** then notify in Slack to **select slack channel/user** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Want to 8 X your conversion rate? You can by running the Fast SLA on Form Fill play. This is one of our most tried and true plays at Zoominfo. Set up slack notifications to be the first to know when a prospect completes a form and then call them within 5 minutes. If they don’t answer, leave a voicemail and enroll them in a follow-up campaign. This play has given us an 8x increase in conversion and can likely do the same for you. Slack sound - graphic of message Gotta go! --- **🏷Features)** Webform Tracking & Enrichment, ABM Audiences --- **🏷️ZoomInfo Data Types)** FormComplete, Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** ♦︎ - Expert --- **🧪Standard Operating Procedure (SOP)** ## 1. Set Up Form Tracking - Configure web form tracking system - Define specific forms to monitor (e.g., Pricing Request Form) ## 2. Establish Slack Integration - Set up Slack channel for SDR Outreach Team - Configure automated notifications for form submissions ## 3. Configure Data Export - Set up export to CRM (e.g., Salesforce) - Define export parameters (Accounts and Contacts) ## 4. Create Follow-Up Campaign - Develop email campaign for non-responsive leads - Set up automated enrollment process ## 5. Define Lead Assignment Rules - Establish criteria for lead assignment - Configure automatic assignment to specific SDRs ## 6. Implement Rapid Response Protocol - Train SDRs on 5-minute response window - Establish escalation process for busy SDRs ## 7. Enrich Lead Data - Configure automatic data enrichment process - Include mobile phone, company info, and buying committee details ## 8. Set Up Multi-Channel Follow-Up - Create voicemail scripts for non-responsive leads - Establish email and call cadence for follow-ups ## 9. Monitor and Optimize Performance - Track conversion rates and response times - Regularly review and adjust process based on performance data --- **🪙 RAG Inputs Used (Broad)** Form Details, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** FormDetails, Contact.FirstName, Sender.Company, ProductService, CompanyName, CompanyInformation.PainPoint, ValueProposition, ProposedDateTime, ContentLibrary.Resource, Benefit, Sender.Name, Sender.Title, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (LV * CR / 100) * ADS --- **🟨 Yield Key Drivers** Conversion Rate (CR), Average Deal Size (ADS), Lead Volume (LV) --- **🟨 Yield Driver Definitions** Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Lead Volume (LV) This is the total number of leads available. A higher lead volume provides a larger pool from which potential customers can be nurtured and converted.gre --- </play>