Great post by VP Sales @ Outreach re: annotating case studies

I love the "add notes in margin" concept!

Mark Kosoglow
posted on LinkedIn
Executives HATE your case study. You send it anyway.

Even if they ask for it, they don't read it. There's no time.

Here's a super easy way to still help them get the content:

**This works for all forms of long content. Example in comments.**

1. Get the document, article, link, etc into PDF form.

2. Read it (funny how often reps never read their own stuff...you might find something really good in there!).

3. Use a PDF markup tool to highlight important parts.

4. Write notes in the margins.

5. Save the edits.

6. Send an email like this with a trackable link to the content:

{{their_name}}

You asked for our Zoom customer case study yesterday.

I know it'll be hard to find time to read these 6 pages. I want to help.

I highlighted the relevant parts and put notes in the margins.

You should be able to skim in 3 minutes and not miss anything important.

{{your_name}}
๐Ÿ“ˆ Closing
30
Tres_Comas
Politicker
1
Account Executive
Gonna start doing this immediately. Great idea!
CuriousFox
WR Officer
1
๐ŸฆŠ
I like this idea. I would also write a short summary and a few bullet points in the body of the email that would hopefully lure them to read the case study.ย 
BulkPony
Tycoon
0
Enterprise Account Executive
This is absolutely something I'll try the next time I get an opportunity. Putting in that extra 10 minutes of effort can make a big difference in the eyes of a buyer
Simo
Politicker
0
Director of Sales
Thanks for sharing this resource. This is a great way to personalize and make the recipient feel heard
Don_Ready
Politicker
0
AE
Why not even take it a step further and highlight the points in the body of the email you're sending?
AssistantToTheRegional
Politicker
0
Enterprise Account Executive
People are pretty anti-bold.
The_Sales_Badger
Notorious Answer
0
Account Executive
Fantastic perspective.ย  A majority of the time, I think this is accurate - gauge each situation carefully.ย  Case Studies, especially in the medical device & technology realm, do hold weight.ย  ย 

Either way, I think we all know the personas we can use this on.ย 
NoSuperhero
Politicker
0
BDR LEAD
It makes sense, I'm going to start making this a habit. fo sho
softwarebro
Politicker
0
Sales Director
great post!
courtchella
Praised Answer
0
SDR Manager
I like this idea.ย  Also like having a prep meeting with a customer who has agreed to be a reference.ย  Set the customer up for success.ย  Asking clients if they would be open to doing case studies in the future when negotiating a deal has been helpful.ย 
CorpBroette
Executive
0
New Business Account Executive
Thanks for sharing, totally makes sense.
thesalesguru
Good Citizen
0
Enterprise Account Director
Great idea here!ย ย 
PeterSwan
Opinionated
0
Sales Specialist
I'll definitely try this out. Thanks!
Salespreuner
Big Shot
0
Regional Sales Director
Perfect idea, glad I dropped by this post today!ย 
5

VP Sales JD

Question
16
30
Members only

Stole this from a LinkedIn post but it's actually good advice. For all of us going through interviews.

Discussion
26
9

Advice: adversarial post sales implementation

Advice
9