Days 1 - 2
- Human Resources paperwork.
Status colour Yellow title Human Resources Status colour Purple title OFFICE Manager - RingCentral setup and verification.
Status colour Blue title IT Status colour Purple title OFFICE Manager - Equipment check.
Status colour Blue title IT Status colour Purple title OFFICE Manager - VPN check.
Status colour Blue title IT Status colour Green title Ops Team Lead - Yext account setup and email verification.
Status colour Green title Ops Team Lead - Dynamics365 CRM Access.
Status colour Blue title CRM Status colour Green title Ops Team Lead - Trello / Atlassian account creation (helpdesk@leadventure.com)
Status colour Blue title IT Status colour Green title Ops Team Lead - Add to First Month Task board.
- Add to DSB Product Additions: Directory Management & Reputation Management board.
- Bookmark these:
Status title Employee - 1-on-1 shadowing & team introduction.
Status title Employee Status colour Green title Ops Team Lead
Days 3 - 4
- Watch video: Yext - Referral Tool Training.
- Yext overview.
Status title SME - Client outreach best practices.
Status title SME - Facebook Access - How to Ask for Access.
Status title SME - How to use the https://arinet.atlassian.net/l/c/NsaBfDyZ
Status title SME Status colour Green title OPs Team Lead
Day 5
Assignment
Based on what you have learned this week about your duties, please design a plan for what your day might look like. Do you prefer to send emails in the mornings, and call in the afternoon? Have you taken into consideration the client’s time zones, and do you know how to check this information? How long do you think each task might take? Please be ready to share this information at your first 1-on-1!
Please prepare other notes, questions, and concerns for your first 1-on-1 (30 minutes) with your supervisor! Feel free to share your feelings, likes, and dislikes so far.
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Day 6
- Setting up your Outlook signature and sending emails.
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