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Hi Joshua! I'm not here to start your week off, but here is a list of things I had planned for you. Please treat this as a self-guided tour, and I'll touch base with you regarding each item when I come back!

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.

This is the course you signed up for on Thursday. If you are not done working through this, please continue.

  • 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 email signature per these instructions: Email Signature.

  • 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:

  1. Yext - Generating Client Outreach Link

  2. Yext - Generating Client Outreach Email

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.

  •