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CRM and Lead Generation Flashcards

7 cards from real Virtual Assistant practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 CRM and Lead Generation flashcards as text

  1. What is a 'sales funnel' in the context of lead generation?

    Answer: A visual model representing the stages a prospect goes through from awareness to purchase

    A sales funnel represents the customer journey from initial awareness of a product or service all the way through to the final purchase decision.

  2. Which of the following is an example of an inbound lead generation strategy?

    Answer: Publishing helpful blog content that attracts potential customers

    Inbound lead generation focuses on attracting prospects organically through valuable content like blogs, SEO, and social media rather than direct outreach.

  3. What is a 'contact record' in a CRM system?

    Answer: A stored profile containing all information and interaction history for a specific individual

    A contact record in a CRM stores all relevant data about an individual, including their contact details, communication history, and deal status.

  4. What does 'cold outreach' mean in lead generation?

    Answer: Contacting prospects who have no prior relationship with the business

    Cold outreach involves contacting people who have had no prior interaction with your business, typically through cold emails or cold calls.

  5. Which HubSpot CRM feature is commonly used by VAs to automate follow-up emails?

    Answer: Workflows

    HubSpot Workflows allow VAs to set up automated email sequences and task triggers based on contact behavior or predefined conditions.

  6. What is a 'lead magnet' used for in digital marketing?

    Answer: Offering a free resource to attract potential customers and capture their contact information

    A lead magnet is a free incentive—such as an ebook, checklist, or webinar—offered to prospects in exchange for their contact details.

  7. What does 'data hygiene' refer to in CRM management?

    Answer: The practice of keeping CRM records accurate, complete, and up to date by removing duplicates and correcting errors

    Data hygiene in CRM refers to regularly auditing and cleaning contact records to ensure accuracy, eliminate duplicates, and maintain data quality.