Meetings
I have arranged for a few people to take you under their wings this week. Please introduce yourself to them and note their roles. It is very likely that you will reach out to them again one day for answers.
Yext Training
Monday, May 25, 2022 @ 10:30 a.m. Pacific Time
Fernando Mendez will guide you through Yext from the very top. Joining you will be new hire Jose Osuna. You will be Jose’s backup for Yext setup when you are not working on outreach.
Customer Success / Digital Marketing Touch Base
Monday, May 25, 2022 @ 1:30 p.m. Pacific Time
I have asked Dan Koppe to guide you through our backlog and explain the importance of your role. Dan is our Client Success manager for Dealer Spike.
Call Shadowing with the CS Team
Monday, May 25, 2022, and Wednesday, May 27, 2022.
Ellen has requested that account managers invite you to their calls to listen in. The sessions are approximately 1 hour each. Please accept their invitations and join them.
RingCentral Training
- LMS Course: Courses from Laura Dahleen on in-depth Ring Central usage.
- Listen to: Example phone calls from Ellen.
- Shadow CS team on calls.
Assignments
Please work on these assignments in any order you see fit, and as account access becomes available to you.
- Finish SEO Core Setup LMS course
This is the course you signed up for on Thursday. If you are not done working through this, please continue.
- Take the Using the RingCentral - Desktop Phone, Meeting, and Fax App LMS Course
- Assist Felipe with L5 Migration Cards
Felipe can always use an extra hand with these setups. If you have free time and feel comfortable with lending a hand, Felipe will appreciate it. He has already shown you how to work through the cards last Thursday, and he can be your guide if you have questions.
- Set Up Voicemail
Ellen Niles showed you where to set up your voicemail in RingCentral. Based on her template (and with proper modifications), please work on setting up your voicemail.
- Set Up Email Signature
Please set up your Dealer Spike email signature per these instructions: Email Signature.
Please email Brand Manager daniel.rafn@leadventure.com and ask him for a template of an email signature for ARI.
(You should now have 2 signatures saved.)
- Listen to CS /wiki/spaces/DSCS/pages/3937501977 and Read How to Handle Difficult Conversations
- Yext Outreach - Initial Outreach (Email)
Who can help: Fernando Mendez / Gabriel Reyes
After Fernando has shown you how to use the Yext platform, please reach out to the clients under the Client Outreach column on the DSB Product Additions: Directory Management & Reputation Management board. There should be about 6 cards on the board right now, each containing the contact information for each client. Click on the card to open it and get the information you need and get started.
Your task is to send an email out to each of these clients using the following instructions in order:
After you have completed the task for each client, check off the two tasks under the Client Outreach checklist. Close the card by clicking outside of the opened card, and drag the completed card to the column to the right labeled Complete. It does not matter where the card lands in this column.
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