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Month 1 Agenda

--Week 1--

Day 1
- Review 60 Day Plan
- HR setup and Orientation
- Systems and Device Setup/Access
  - Set up Salesforce, Einstein, SeamlessAI, Calendly, GMASS, Gmail, Slack, Zoom
- Introduction to Team members
  - Software Support: support@mydevices.com (Rob Siegel)
  - Hardware Support: hardware@mydevices.com (Mo Nagle)
  - Billing Questionsand Quotes: orders@mydevices.com (Jessica Luke)
  - Marketing: iscoseria@mydevices.com (Irene Scoseria)
  - Product Questions : rsmith@mydevices.com (Ryan Smith)
  - Operations Questions : mpenna@mydevices.com (Marcelo Penna)
  - Help with R&D request and big customers Anything: kbromber@myDevices.com (Kevin Bromber)
Day 2
- Slack: How we communicate internally on Slack channels
- Calendly: How prospects can book meetings with you
- Salesforce: Leads (entering and converting), Events (Using Calendly for Meetings), Accounts, Contacts (making notes), Opportunities (different stages), Docusign
Day 3: SeamlessAI: How to build lead list by prospecting “look alike” target customers
Day 4: GMASS: How to build lead list thorugh outbound email automation
Day 5: Salesforce: Let’s review your pipeline. Any questions so far.

...

Shadow Sales Demos / Calls
Build Lead List (Seamless AI)
500+ Outbound emails (GMass)
200+ Additional outbound touches (contact forms, cold calls, LinkedIn outreach, etc)
Schedule Calls
Pitch WL to Camrin and Eric via recorded Zoom meeting

Month 2 Agenda

Week 1-4

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