273: Reducing Friction, Marketing Contact Recommendations, Custom Quote Templates, Deal Unenrollment

Published: Feb. 18, 2022, 1:02 a.m.

This edition we dive into:\n\n\u2022 Reducing friction\n\u2022 The benefits of Marketing Contacts, plus 3 key recommendations for managing marketing contacts\n\u2022 Custom Quote Templates beta\n\u2022 More on Surveys versus Forms\n\u2022 Unenrollment criteria on Deal workflows\n\u2022 ROI in life\n\u2022 Attribution issues with cookie consent\n\u2022 Risk Management versus Efficiency\n\u2022 Systems and processes quote\n\nFull show notes available at: https://www.hubshots.com/episodes/episode-273\n\nRecorded: Wednesday 16 February 2022 | Published: Friday 18 February 2022