Appointment Setter Onboarding Guide
STEP #1 :
Getting Setup In The "LABS"
Dowload & Install Softwares
Setup Your Accounts
Before getting started, you should have received an invite to your company email via hubspot. If you have NOT received this yet, please contact labs@renovatio.world to have it resent to your email by an admin. This will be used to setup your accounts!
We HIGHLY recommend utilizing the chrome browser as it allows direct intergration with the 3 primary software's that we utilize. Here's the download link below!
Last but not least, Here is the Slack App for Both Windows & Mac. All of Our Internal company chat rooms are done in the app as it'll make communicating and getting help 5000 Times easier. Download it to your computer & mobile phone to keep in touch!
And Don't Forget To Download The Mobile Versions On Your Phone or Tablet!! renovatiolabs.slack.com
Next, Once you've Installed chrome as a browser, open it up and visit this link below. This will install Hubspot as an extension for you on our platform
This next extension will come out absolutely clutch for in initial contact with leads as it sets us apart from the competition.
Visit this link on your chrome browser to download Download Loom Chrome/Brave Extension
This next tools will help you In quick research of your leads to help you understand thier business before even reaching out them!
1. Click Here to Install The Facebook Pixel Helper To Your Chrome/Brave Browser!
2. Click Here To Install RocketReach to your Chrome/Brave Browser
3. Click Here To Install Wappalyzer to Your Chrome/Brave Browser
4. Click Here to Install Madgicx too Your Chrome/Brave Browser
Appointment Setter Onboarding Guide
STEP #2 :
Getting Trained & Certified
- A. Get Hubspot Sales Software Certified
- B. Get Hubspot Inbound Sales Certified
- Step 3: Submit Your Completed Certifications
Using your Hubspot Account Provided to you, Login Via This link and Begin This Course. You will have ONE WEEK to complete this course and receive your hubspot certification. Once Set, Please email your certification as proof to "labs@renovatio.world" once done.
>>>Begin Your Hubspot Sales Software Certification Course<<<
>>>Begin Your Hubspot Sales Software Certification Course<<<
Using your Hubspot Account Provided to you, Login Via This link and Begin This Course. You will have ONE WEEK to complete this course and receive your hubspot certification. Once Set, Please email your certification as proof to "labs@renovatio.world" once done.
>>>Begin Your Hubspot Inbound Sales Certification Course<<<
CRITICAL: Please remember to email your completed certifications as proof of completion to "labs@renovatio.world" once done.
Appointment Setter Onboarding Guide
STEP #3 :
Download & Save Your Success Docs & Checklists
Dowload And Save Docs & Links
Guide Docs For Success
Now that you're certified, Here is our first instruction guide to getting started. This will provide the "DNA" of the desired leads you will want to outreach to and what to look out for when you research your leads.
Click here to view the DNA of a “Ideal Prospect"For Renovatio Labs:
Now that your ready to go, Here is our guideline document with checklist notes for creating your intial out reach video and whats expected with a checklist before you record.
Once you've taken your bullet point notes and gone through your outreach checklist for each lead, use this guideline document with an example video & direct script to utilize when you record your initial out reach video.
Click Here For Your Lead Initial Video Outreach FULL SCRIPT doc:
Just created your outreach video?. Awesome, now it's time to hit your lead on all fronts. Heres the document with all the scripts to touch your lead on across the board to make sure they see your video and book a call.
Click This Link to View The Trojan Horse Combo Sequence Outreach Strategy & All Scripts Doc:
These Videos right Here are your direct path to success! Bookmark these links for reference so that if you ever find yourself loosing your flow, you can refer to these videos t get your flow back and convert the most leads into sales!
1. Click Here For How to Create Deals in Hubspot & Follow Up With Leads (Daily Flow Overview)
2. Click Here For How To Send Loom Video's to Leads in Hubspot
3. Click Here For How To View & Organize Your Deals In Hubspot (Staying On top Of Deals)
4. Click Here For An Overview Video Of The Key Success Tool Chrome Extensions & how to use them to research a lead.
Congrats! In your first week, you'll be given 10 new contacts a day to create deals for and loom videos to see if you understand basic CRM management (with hubspot) and how to qualify a lead via your videos.
DO NOT SEND OUT ANY VIDEOS YOUR FIRST WEEK, JUST RECORD THEM!
You'll touch base with an account manager to go over your videos you've recorded so far to see the level of quality that they consist of plus things you can improve upon etc before you start sending videos the next week.
Go get it and remember have fun with it! You are in the small percentage of the world working smarter, not harder digitally!