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Training WorkFlow - New Hires CSM: First 30 Days, Week 1, Week 2, Week 3,…
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Week 1
Monday
Tuesday
Wednesday
Thursday
Friday
Google drive training for CSM. Basecamp & Monday Board Training.Videos to watch in knowledge base as well as in client accounts, and the Training Course. Set up 30/60/90 Day review and walk through the Scorecard. Check in with DOO.
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Facebook Business manager training. Walk through Facebook ad accounts of the (4) accounts chosen in basecamp. Get familiar with ads that are running, their performance and how to see ad copy. Also provide new hire with Dummy Funnel links for them to submit test leads and play around in zDummy test MOVE account. Watch MOVE trainings while in MOVE so that you can see things in real time. // Check in with DOO
Assign (4) accounts for CSM to watch all videos in. Idea here is to go through your decks with the videos in Basecamp and get familiar with the flow. Calls: Onboarding, Launch, Magazine, Lead handling. CSM should also have their training basecamp up and running, with questions filtering in. Check in with DOO
Get familiar with relevant decks, create an intro slide, make Beyond Marketing Bio, watch product deliverables and get familiar with contracts and where to find them // Check in with DOO
DOO to Add all Monday tasks in for New Hire with appropriate due date. See new hire SOP. Beyond Marketing basics, core values, playbook etc.
Week 2
Monday
Tuesday
Wednesday
Thursday
Friday
Continue with client calls. Cumulative review for the week and self evaluation on what you need help on, where leadership can help you. Check in with DOO and set up schedule for the following week. (1 hour)
Continue with Client Calls. Present a Mock Launch call for DOO/CEO/Coach for feedback. Check in with DOO for any questions.
Continue sitting in on client calls. Present a Mock OnBoarding Call for DOO/CEO/Client Coach for feedback. Check in with DOO for any questions.
Continue with client facing calls. Again with New Hires own deck open to follow along and get the feel. Existing CSM to present launch call and magazine call for New Hire. Check in with DOO for any questions. (15 Min check in)
15 minute Q and A. New hire should be added to all client calls, and are expected to follow along with the calls in their own decks to get a feel for how things flow. Mock calls also begin - existing CSM to do an Onboarding Call for New Hire. // Check in with DOO
Week 3
Monday
Tuesday
Wednesday
Thursday
Friday
Client introduction on Basecamp as their new CSM and responding to clients in basecamp. The expectation is CSM should be fully ready to take over client accounts in basecamp, lead handling calls etc.
Continued calls. Cumulative mock call for extra practice - will be going over launch, onboarding, lead handling flow, and magazine calls.
Continued call practice and client account familiarization. Friday is when CSM will be taking over their clients and introducing in Basecamp, expected to know their client accounts, and if not where to find the info. Check in with DOO.
Continued calls and account familiarizations. CSM should be able to answer questions about their clients accounts, campaigns, and how to navigate. Check in with DOO
Assigned your clients in Monday by leadership. While they will not yet be communicating with their client, the expectation is set that they will be looking through their clients contracts, and getting familiar with their clients accounts by looking through basecamp, g-drive and watching the videos. New Hire will still be sitting in on calls, but is expected to be able to jump in when needed. Check in with DOO (30 minutes)
Week 4
Monday
Tuesday
Wednesday
Thursday
Friday
Full take over of clients. Self evaluate, and debrief with leadership on all calls for areas of improvement. Still on all calls with other CSM's but able to lead your client calls. 30 Day Evaluation with DOO and goal setting for the next 30 days.
Full take over of clients. Self evaluate, and debrief with leadership on all calls for areas of improvement. Still on all calls with other CSM's but able to lead your client calls. Check in with DOO.
Full take over of clients. Self evaluate, and debrief with leadership on all calls for areas of improvement. Still on all calls with other CSM's but able to lead your client calls. Fill out job scorecard and fully prepare for 30 Day Evaluation. Check in with DOO.
Full take over of clients. Self evaluate, and debrief with leadership on all calls for areas of improvement. Still on all calls with other CSM's but able to lead your client calls. Check in with DOO.
Full expectation to take over. You will be doing client on-boarding calls this week and seeing a client build through. You should also be able to run lead handling calls. Still on all calls with other CSM's but able to lead your client calls. Check in with DOO
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