Meet M-F 8AM-9AM PST on Slack (If this time slot doesn’t work, please let your manager know)
Month 1 Agenda
--Week 1--
Day 1
Review 60 Day Plan
HR setup and Orientation
Introduction to team members
Systems and Device Setup/Access
Gmail, Slack, Zoom, Calendly, Salesforce, Einstein, SeamlessAI, GMASS, BetterProposals
Day 2
Access Sales Material
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.
...
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