INTRODUCTION

Overview

What is ClosedWon?

ClosedWon helps Sales Development Reps and Account Executives close deals and automate B2B meetings.
ClosedWon empowers sales folks to close more deals while enjoying life. We do this with our sales enablement technology, which will provide lead intelligence in real time. ClosedWon leverages 3 different technologies: lead enrichment & verification, campaign optimization, and sales enablement backed by key performance indicators.

Finally, ClosedWon has an omni-channel sequence engagement platform which can connect directly with prospects by creating multi-touch cadences that include phone, email, SMS and social touchpoints.

In addition, sales development reps and account executives can develop highly personalized cadences for different products, verticals, and even moreso, stages within a sales funnel.

Our technology doesn’t impose any limits on the number of touch points. However, we recommend best practices to avoid outreach saturation. We allow unlimited customization and plenty of A/B testing with a variety of meticulous battle plans. We will provide sales enablement to ensure that you are continuously improving your objectives and key results month over month.

Sales Development Reps and Account Executives can customize messages before having our software automatically send communication via email or social networks. This ensures your sales teams are enjoying the efficiency of automation without sacrificing the benefits of greater quality personalization.

Does ClosedWon guarantee results?

Accelerating deal velocity is the north star for all our clients. Getting you qualified appointments based on your targeted demographic buyer persona is also our objective. We want you to win and are obsessive about it. This means that we will provide the verified and enriched data you require while providing the technology you asked us to build for you in the beginning.

Which means we guarantee 3 things:
  1. We guarantee that you will have our entire team problem-solving through your concerns and support tickets. We pride ourselves in high-touch strategic service.
  2. We guarantee that you will have 97% success deliverability rate and 3% or less bounce out rate. If you see anything greater, please let us know. We will replace your leads. Simple as that.
  3. We guarantee that you will always have a real person to talk to. An expert in our technology.
When our clients ramp up with optimized content, we’ve seen the following:

 

GETTING STARTED

How do I get started?

First and foremost, we want to thank you for visiting us here at ClosedWon. We are currently in stealth-mode. To define this stage clearly, we are testing our technology internally with beta clients who are willing to provide constant feedback to help us iterate on the most user-friendly flows.
This means we don’t have a signup flow yet. We are however open to showing you what we have built so far and will work with you to achieve specific success metrics that you define for your sales department KPI.

We highly recommend you complete a demo request form so we can evaluate ClosedWon together during a live Q&A.
During the call, we gather information such as your sales workflows, goals,lead requirements, and ultimately, your battle plan to achieve X number of appointments or X number of revenue. Our client success manager will provide concierge experience that allows you to increase your bandwidth, so you can focus on running your business.

How long does it take to get started?

It all depends on how quickly you can schedule an onboarding call with us. We begin working the moment our agreement is executed. Our onboarding team begins the process by working with you to create an implementation timeline. Together, we initiate the preparation of your campaign for launch and within 48 hours, we are able to schedule several A/B test omni-channel engagement sequence campaigns.

How do I create an account?

1. To create an account, complete a form.
2. You will receive a confirmation email to hop on a conference call.
3. You will connect with one of our co-founders to learn if ClosedWon is a fit.

 

ACCOUNTS AND USERS

How do I edit my profile?

Step 1: Login
Step 2: On the top right hand corner, click on your avatar picture
Step 3: Click on click “Account”

Am I required to link my Google account?

Yes, when you link your Google account, it allows ClosedWon to send automated emails through Google Mail. If no account is linked, you won’t be able to use email steps when you create campaigns.

How do I change my password?

Go to your Account by clicking the arrow down icon beside your name on the upper right corner of the web page.

TEAM MEMBERS

What are team members for?

Team members can share the workload and act as force multipliers when doing sales prospecting.

How do I invite team member(s)?

Go to your Account then go to the Team tab. Click the Send More Invites icon and input the Name and email of the account you want to add.

How do I delete a team member(s)?

Email support@closedwon.ai and we will delete a team member for you.

Can I use this service for multiple sales reps?

Yes, each team member has the ability to order a sales pipeline, create their own campaign, and have leads delivered or distributed evenly throughout the organization. Please contact your client success manager for requirements.

PRICING, PLANS, AND PAYMENTS

What payment methods do you accept?

Using Stripe we can accept ACH, Visa, MasterCard, and American Express.

How much do subscription plans cost?

Given the status of our startup and the diverse background of our users, we are testing different pricing options that fit everyone’s budget. For more details contact support@closedwon.ai or simply complete a contact us form found here.

Where can I see my plan details?

When you sign the agreement, it will clarify all charge points and details of your plan. We recommend that you download the document after saving it to have it readily available.

Can I upgrade or downgrade my plan?

You can cancel your account whenever you like via the interface, no questions asked. If you cancel the plan before the end of your month’s subscription, your payment will not be refunded for that month.

Do I have to sign a long-term contract?

No long term contract required. This is why we offer our free trial portion and several options for pricing depending on what you need.

Where can I find my receipts/invoices?

At the end of each billing cycle, you will receive an email of your invoice. We are working to add a feature within your ClosedWon account where you will be able to see this information.

How do I update my billing information?

You can update your billing information by getting in touch with support@closedwon.ai

LEADS

What are leads?

A sales lead is the identification data gathered from a prospective buyer of a product or service. Businesses gain access to sales leads through advertising, trade shows, direct mailings, third parties, and other marketing efforts.

How do I order leads?
  1. Login to our platform
  2. Click on People Tab
  3. Click New Profile
  4. Complete Order with specific requirements.
  5. Use Boolean Search within Keywords to expand results

Boolean Search: OR

Different words could be used to describe similar concepts. For example, CEO might have “CEO” in their profile, might also have “Chief Executive Office” or “CEOO”.

We support the concept of OR, just make sure you always put “OR” in capital letters.

If you are looking for a CEO, you could use the following search:

CEO OR Chief Executive Officer OR CEOO

Search results will return those who have any of the above terms in their profile.

Boolean Search: AND

AND allows to find people who have both terms in their profile. For example, you need someone who has both “CFO” and “Financial Director” in their profile:
CFO AND Financial Director

Look at what you can do when you combine AND with OR:

(CFO OR Chief Financial Officer OR CFOO) AND (Director OR Partner)

Make sure to use parentheses to group the OR terms together.

Boolean Search: NOT

Another powerful operator is NOT. It helps you exclude those who have the term in their profile. For example, I’m don’t want to recruit CFO from my friends company, the search to use is:

(CFO OR Chief Financial Officer OR CFOO) AND (Director OR Partner) AND NOT Friends Company

 

Where do you get your leads from?

Our data comes from multiple sources, including:

  • exclusive partnerships with data providers and exchanges
  • API integration with various data platforms
  • information from public websites
  • from our research contractors who verify the information gathered and research the additional information for you, as needed.
How does ClosedWon source leads?

ClosedWon sources with the arrangement of multiple API stacks and aggregated data properties. By combining engineers and sales leaders, we’ve built a proprietary AI that augments from a global network of protocols.  

How do you verify leads?

Our team of engineers developed a technology designed to verify an email address.

It’s free and quite easy to use. Just upload a list of leads and our bulk verifier deliver leads with emails that are real or we simply won’t deliver leads where leads will bounce.

We extracts records from the email address and connect to mail server (over SMTP and also simulates sending a message) to make sure the mailbox really exist for that user/address. Some mail servers do not work in the process, in such cases, the result of this email verification tool may not be as accurate as expected.

Ask about our 3% bounce or less guarantee.

How do you enrich leads?

Data enrichment is defined as merging third-party data from an multiple public sources with an existing database of first-party customer data. Most clients will require the enrichment of their own data to make it more useful. Enriched data helps our clients make more informed decisions. All delivered data begins in its raw form, which process through a verification and finally an enrichment process.

What if there are duplicate leads in the delivery?

We guarantee that you will not get duplicate leads. However, on rare occasion, especially since we are prototyping, duplicates may show up. If so, email support@closedwon.ai and we will expedite it as quickly as possible.

What happens if I disqualify/delete leads from the delivery?

Nothing, but we encourage you to let us know by sending an email to support@closedwon.ai so we can revise it ourselves. We are always open for clarification in regards to the requirements you have provided if needed. The more specific and thorough requirements we have, the smarter and accurate AI will become.

Can I use ClosedWon for B2C?

Unfortunately not right now, ClosedWon is only optimized for the B2B sales process

What are Suppression Lists?

When you upload a suppression list, a script will block your current leads from getting re-delivered. This will ensure you don’t get duplicate leads delivered.

How to upload Suppression Lists?

Go to your Account and click on the Suppression List tab then click the Upload Suppression icon.

 

CAMPAIGNS

What are the campaigns?

Definition: An email campaign is a coordinated set of individual email messages that are deployed across a specific period of time with one specific purpose, such as download a white paper, sign up for a webinar, or make a purchase with a provided coupon.

It is where you create an Email or Linkedin outreach consisting of whether it is a selling pitch or a simple follow up to your target set of leads, which we provide. In an email outreach, a sequence is created which is scheduled in case the recipient doesn’t reply to the previous message we have sent them. We are using a specific type of tool in which Emails will be sent automatically, depending on the schedule provided .

How do I create a campaign?
  1. Go to campaigns section and click “+New campaign”.
  1. Fill in the following three fields:
  • Name:
  • What you would like to call this campaign.
  • Cohort: Select from dropdown menu what group of leads you would like in your campaign
  • Select the date you want this campaign to start on.
How do I activate a campaign?

If a client creates a new campaign, it activates automatically. For some existing campaigns, specifically ones with changes like delete steps or additional steps, we need to run them manually. We are working on a system where clients will be able to do everything from their account themselves, fully automated.

How can I monitor the campaign performance?

We use a KPI (Key Performance Indicator) in our software that can also be found in your ClosedWon account. Just simply go to Campaigns > Choose a campaign (applicable for those who have a lot of campaigns) > Choose which Step or Sequence you’re currently on. You will then see the Request, Connected, Sent, Replied, and RSVP headings (KPIs).

  • Request is for the total leads in a campaign
  • Connected for those who accepted our connect request
  • Sent for the messages we have sent
  • Replied for the replied messages
  • RSVP for accepted meeting invitation

SUPPORT

Do you have team support?

Yes, we provide team support for paid accounts. You can invite your teammates to your account from Team Menu. You can see the item menu by clicking on your name in the top right corner.

How will I know if there’s a software update?

A member of our client success team will be in touch with you periodically. When updates are made, they will send you an email with all that was accomplished. You can reach out to our client success team by emailing support@closedwon.ai. Please subscribe to our newsletter today.

PRIVACY AND SECURITY

Can I share my account to allow someone else access?

As part of your agreement with ClosedWon, we strongly recommend that you do not share your credentials with others. If you need to share a plan with a team member, simply add them to the “Team” section of your account.

By doing this, all the members will share the common monthly quota allowed by the subscription and share list of leads. You, as admin, will be able to add/remove members as well as monitor the activity of each member.

Who has access to my data?

Please refer to our Privacy Policy regarding this.

TECHNICAL

What do I do when the website is down or when it crashes?

Please contact support@closedwon.ai or call (415) 326-6278

What languages does Closedwon support?

ClosedWon only supports English at the moment. Other languages will be supported in future updates.