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Month 1

Commission Payout

$1,250.00

$1,250.00

Metric

New Leads Added

New Opportunities Added

Target

1000+

20+

Month 2

Commission Payout

$1,250.00

$1,250.00

Metric

New Leads Added

New Opportunities Added

Target

2000+

40+

Target Customers

Month 1 Agenda

--Week 1-- 

  • Day 1- Review 60 Day Plan

  • Day 1 - HR setup and Orientation

  • Day 1- Systems and Device Setup/Access

    • Set up Salesforce, Einstein, SeamlessAI, Calendly, GMASS, Gmail, Slack

  • Day 1 - Introduction to Team members

    • Software Support: support@mydevices.com (Rob Siegel)

    • Hardware Support: hardware@mydevices.com (Mo Nagle)

    • Billing Questions: (Jessica Luke)

    • Product Questions (Ryan Smith)

    • Operations Questions (Marcelo Penna)

    • Help with R&D request and big customers (Kevin Bromber)

  • Day 2 Onward - Systems and Process Overview

    • 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

    • SeamlessAI: How to build lead list by prospecting “look alike” target customers

    • GMASS: How to build lead list thorugh outbound email automation

    • Docusign: How to send a Docusign contract from Salesforce

...

  • Shadow Sales Demos / Calls

  • Build Lead List (Seamless AI)

  • 500+ Outbound emails (GMass)

  • 200+ Additional outbound touches (contact forms, cold calls, LinkedIn outreach, etc)

  • Pitch WL to Camrin and Eric via recorded Zoom meeting


Month 2 Agenda


Week 1-4 

  • 10 Sales Demos per Week (Cam/Eric shadow)

  • Build Lead List (Seamless AI)

  • 500+ Outbound touches per week (GMass, LinkedIn, Calls, Contact Form, etc)

  • Existing Pipeline Follow Up

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