60-Day Training Agenda

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.

--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 

• 10 Sales Demos per Week (Cam shadow)

• Build Lead List (Seamless AI)

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

• Existing Pipeline Follow Up