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Technology Setup

Initial Onboarding Phase

• Profile Picture
• Company Email
• E-Portal
• Slack / Discord Account
• UrbanVPN Download*
• HR Documentation

Academy Knowledgebase

Marketing 101

Training 101

Campaigns Types

Lead Generation

Trouble Shooting Campaigns

Daily Reporting & KPIs

P021 - Sales SOP

https://docs.google.com/document/d/1wjNSlwAn2AmZ0Hkaaq3xPa3586czb9h64ulqrumoOBU/edit?usp=drive_web

Department Tech Setup

~General Level

• La Chart Account
• KPI Sheet (User Tracker Sheet)
• EOD
• OT Channel

~Triage Level

**Requirement: Consistently good audio setup

• Toll-Free Number Access (888) 817-3815

~Advisor Level

• Sessions
• Midas

Outreach Channels (OC’s) —

OT-DM:

Set Training

Instagram Outreach Workflow

Facebook Outreach Workflow

LinkedIn Outreach Workflow

OT-C:

Set Training

La Chart Outreach Workflow

OT-E:

Set Training

Managing The Unibox Workflow

Niches / Industries

Pro Cleaning