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ONBOARDINGLINK/RESOURCESDONENOTES
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STEP 1
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Our Mission and Values https://share.vidyard.com/watch/1igBYUdNiv71dregF3u81W?
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Attend the day 1 onboarding huddle at 10.30am est on the Wednesday you starthttps://zoom.us/j/3406634009
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Overview of the training structure for the next 60 days https://miro.com/app/board/uXjVNi1Wyzw=/
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Fill out your Personal Particulars Formhttps://forms.clickup.com/4517578/f/49vpa-411708/OVIR2QG8LNOQXCURUU
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Sign Your Agreement From 7th Level TeamActions will be in your personal email inbox
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Install AEM Agent cybersecurity & send screenshotsActions will be in your personal email inbox
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Complete and Submit your Onboarding Form (if not done already)https://forms.clickup.com/4517578/f/49vpa-412188/PX4IZHPLQAFK0JMNGV
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Activate your Gusto accountActions will be in your personal email inbox
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Sign in to your 7th Level Email address (xxx@7thlevelhqteam.com)Actions will be in your personal email inbox
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STEP 2
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Join Slack using your 7th Level email & add a profile pictureInvite sent in your 7th level email inbox
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Add a profile picture to Slack
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Accept Weekly Huddles for Closers via Google Calendar Thursdays 11.30am ESTJoin training calander HEREMonday to Friday 8.30am PT Time - Click Yes for Attendance
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Accept Outside Closers Daily Training 6-8PM EST via Google Calendar Join training calander HEREvalu
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Accept Tech Support Training via Google Calendar wednesday at 10.30 am ESTZoom link HEREMonday 8.30am PT Time - Click Yes for Attendance
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Join Close.io CRM Software & Set up Close.ioInvite sent in your 7th level email inbox - Training HERE
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Download Close Desktop & Phone Apphttps://help.close.com/docs/desktop-app & App Store on Phone
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Access your NEPQ Training Platform Login DetailsInvite sent in your 7th level email inbox
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Activate your Zoom account Invite sent in your 7th level email inbox
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Add Zoom Loading Video1.How to HERE & 2.Video Download HERE
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Activate & Set Up Oncehub account Invite sent in your 7th level email inbox & Training HERE
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Access OnceHub Linkshttps://www.loom.com/share/9a465a50f5914617b489fdaace7f31bf?sid=33ffbcca-7a1c-4638-a086-44fd6fde3382
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Update your Email Signature in Close & GmailExample HERE - Video tutorial HERE
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STEP 3
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Complete your Ideal Lifestyle PDFDocument HERE
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Ask your Support Channel on Slack to add you to additional channels7th-sales-outbound #7th-sales-notifications 7th-outbound-best-calls 7th-closers-best-calls #7th-outbound-sales-reps-slo
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Ask your Support Channel to add you to the EOD Closer Report Formsend a message on slack to add your name
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Ask Support Channel to add you to the Smart Views on Close.iohttps://docs.google.com/document/d/194BEbQ6ZL0PfCZ6UEv_VLKBI9TzSMRzKZnp69ujJQVk/edit?usp=sharing
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Add yourself to the Huddles and Training events to your calendarhttps://calendar.google.com/calendar/u/0?cid=Y18xMzFlMTFlZDhlNjk0ZThlOTVlZWMxNTIwMTJiMjJkMGM4OTI5ODRlM2E3YzZlZDU1OTQ3N2NiMjQzNjMyNjM1QGdyb3VwLmNhbGVuZGFyLmdvb2dsZS5jb20
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Add the Inner Circle Trainings to Your Calendar (optional)Click HERE to access Calendar, then click add to your calendarYou can watch but not participate in these
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Add the Pro Trainings to your calendar (optional)Click HERE to access Calendar, then click add to your calendarYou can watch but not participate in these
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Add yourself to the Facebook groupsInner Circle HERE - Pro HERE
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Understand who to message on Slackhttps://docs.google.com/document/d/1h2xh8DCaxwQNQe2dKOdSKpVCHmbtJB4DvULfkdSVXyk/edit?usp=sharing
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Set Up Bookmarks (important)https://www.loom.com/share/fc309db3a69d48eca42d9540de1aecf7?sid=47c3941e-d539-47b8-bcca-5c4ae6f42b6d
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Keeping a Clean Inbox - Gmail Set Up
https://www.loom.com/share/4cbecec98bd440bdafcd865b76d6605e?sid=7234fc88-6644-45bc-b2ca-54be16f02a4b
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Warmly NameTags for Zoom (optional)https://www.loom.com/share/0d7062edab6b4325ba892f4099bab12e?sid=5e17d868-c4ad-4868-ad49-594792e701ac
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