Page Comparison

What is Google Chrome?

Google Chrome is the primary web browser that LeadVenture uses to access information and our internet-dependent tools.

How to

Access

Follow the LMS course to correctly set up access your personal profile within Google Chrome, as well as essential Chrome extensions to add:

• LMS Course: Setting Up Your Chrome Profile

For written instructions, refer to the Chrome Profiles and Extensions module:

• Module: Chrome Profile and Extensions Setup

What is Microsoft Outlook?

LeadVenture utilizes Microsoft Outlook to organize emails, share calendars, and schedule meetings/calls with clients, team members, and more.

• Watch: Microsoft Outlook Video Tutorial

Outlook Email

Microsoft Outlook is the main email messaging system for LeadVenture. The functionality of Outlook email allows for organized communication between clients and other team members.

How to

Access

Follow the LMS Course to correctly set up your Outlook email, complete with signature, folders, contact lists, and more:

• LMS Course: Setting Up Your Outlook Account

Basic Outlook Email Setups

For written instructions on several organizational setups within Outlook email, refer to the instructions below. They will help organize your inbox and prioritize your communications:

Outlook Calendar

Microsoft Outlook also has scheduling capabilities; allowing LeadVenture employees to share their work calendars and connect with other team members.

. In Outlook Calendar, you are able to schedule and keep track of calls and meetings within LeadVenture and with clients. It is fully integrated with Microsoft Outlook to include your contacts list and mark calendar invites from emails. Your Outlook Calendar will also sync with your calendar in Microsoft Teams.

• Watch: Outlook Calendar Tutorial

How to Access

Follow the LMS Course to correctly set up your Outlook calendar to ensure you can navigate and create events in your Outlook Calendar:

• LMS Course: Setting Up Your Outlook Calendar

Deadlines in Outlook Calendar

There will be several deadlines within the month that you will need to follow. These deadlines are set before the month begins so that it best represents the total working days within the month. You will receive notifications in your Outlook inbox when these deadlines are set so that you can immediately view them and determine a pace for yourself.

Deadlines include:

• 33%, 66%, and 100% days:

  • These percentage deadlines refer to how much of your client load should be completed by that deadline. To find the percentage of how much of your client load is complete, reference the Monthly Sheet and locate the % Complete column that corresponds with your name:

    • Column S for ARI Monthly Sheet

    • Column R for DS Monthly Sheet

• Content Requests Submission:

  • This period of time is the very first task we perform for ALL of our clients at the start of the month. You will learn more about Content Requests later in the training, but your calendar should indicate the timeframe for creating and submitting content requests. Please adhere to this time period to the best of your abilities.

• First & Second Month Clients Complete:

  • This deadline indicates when you should be completed with all your clients that are either in the first or second month of their SEO campaign.

    • You can find how many months your client has had an SEO campaign by looking at the Total Months with SEO column on the Monthly Sheet.

      • Column J for ARI

      • Column I for DS

Knowledge Check

Reach out to the Trainer to schedule a meeting to ensure your access to Outlook is seamless and your organization within these tools is clean and concise.

What is Microsoft Teams?

Microsoft Teams is the direct messaging platform for LeadVenture. You will receive company-wide, department-specific, and individual messages, announcements, and updates through this app.

• Watch: What is Microsoft Teams?

• Read: How to Use Microsoft Teams

How to

Access

Follow the LMS Course to be introduced to, set up, and customize your Microsoft Teams account:

• LMS Course: Setting Up Your Microsoft Teams Account

Teams Group Chats

Leadventure has various Teams chats that each serve a purpose. The Trainer, Team Lead, or SEO Manager will add you to chats that are most relevant to you.

In order to learn the names and purpose of each chat, refer to the Microsoft Teams Chat Breakdown document:

• Read: Microsoft Teams Chat Breakdown

Teams Etiquette

It is important to maintain a level of professionalism and be informative as possible when communicating with other team members. When reaching out to someone, whether it is a request, question, or comment, be direct and forthright; provide details in your initial message so that your team member can be aware of what you are asking and prepare any materials prior to replying.

Avoid writing messages that are too brief or do not elaborate on your needs. This means not writing a short intro that does not include any details. Please include all relevant information right away.

Read the Your Guide to Chat Etiquette in the Workplace resource to further understand the importance of proper communication at LeadVenture:

• Read: Your Guide to Chat Etiquette in the Workplace

Communication Expectations

• Standard Working Hours

  • All Emails and Voicemails should be responded to as soon as possible.

  • All Emails and Voicemails must receive a response by the end of the following business day, even if it is solely an acknowledgement of receipt. (e.g. An email received on Thursday at 2 p.m. would require a response by EOD Friday.)

    • If an acknowledgement of receipt, a corresponding expectation of follow-up response window must be included (e.g. “I have received your message, but was unable to gather the appropriate information for you today.  I expect to have an update for you by no later than Wednesday.”)

  • Any correspondence that is forwarded to another individual for handling must either carbon copy the original sender or include a response indicating that the correspondence has been forwarded.

• Holidays, Vacations, and OOO Exemptions

  • Employees must include an Out of Office message which indicates the duration of absence, alternative route of connection when applicable, and expectation of when a return response should be expected.

  • Employees must reply to Emails and Voicemails within 48 hours (2 Business Day) of returning to the office, prioritizing urgent or high priority communication.

  • In the event that an employee is unable to respond to all Emails and Voicemails within 48 hours (2 Business Days) of returning to the office, leadership or management must be notified within 24 hours (1 Business Day) of returning to the office.

• Unscheduled Absence Exemptions

  • Employees must reply to Emails and Voicemails within 24 hours (1 Business Day) of returning to the office, prioritizing urgent or high priority communication.

Note: All communication with dealers must be logged in the Digital Marketing Project of the CRM (Insight 365) for tracking, reporting, and verification purposes.

Knowledge Check

Ensure your Microsoft Teams access is seamless by reaching out to the Trainer to schedule a meeting.