60-Day Training Agenda

Meet M-F 8AM-9AM PST on Slack

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
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.

--Week 2--

Shadow Sales Demos / Calls
Build Pipeline Lead List (Seamless AI)
Build Pipeline Lead List: 250+ Outbound emails (GMass)
Build Pipeline Lead List 100+ Additional outbound touches (contact forms, cold calls, LinkedIn outreach, etc)
Schedule Calls

--Week 3-4--

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