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Panic Button: 60-Day Training Agenda

Panic Button: 60-Day Training Agenda

Owned by Camrin Roczey (Unlicensed)
Last updated: Feb 24, 2023
1 min read

Meet M-F 9AM-10AM 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, Dialpad, Calendly, Salesforce, Einstein, SeamlessAI, Outreach

  • 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: Outreach: How to automate your outbound emailing

  • 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 (Outreach)

  • Build Pipeline Lead List 100+ Additional outbound touches (T-Mobile, 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 (T-Mobile, contact forms, cold calls, LinkedIn outreach, etc)

  • Pitch Panic Button Solution to Camrin via recorded Dialpad meeting

Month 2 Agenda

Week 1-4 

  • 10 Sales Demos per Week (Cam shadow)

  • Build Lead List (Seamless AI)

  • 500+ Outbound touches (T-Mobile, contact forms, cold calls, LinkedIn outreach, etc)

  • Existing Pipeline Follow Up