...
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 and Quotes: orders@mydevices.com (Jessica Luke)
Marketing: iscoseria@mydevices.com (Irene Scoseria)
Product: rsmith@mydevices.com (Ryan Smith)
Operations: mpenna@mydevices.com (Marcelo Penna)
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.
...