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Jon's Q4 (Special (The Flying Locksmith (Authorize and Train all…
Jon's Q4
Special
Red Team Process
Update the Wrike Project
Create Next Steps
Determine which Channel Partners could be Deep Blue.
Work with Nate to determine what time of channel partner is ideal for a dark blue.
Work with Operations to develop a scope of work checklist.
Conduct interviews with potential deep blue partners to decide pilot group.
Figure out how to create additional designation for tracking.
Create Train the Trainer guides for Channel Partners on Red projects.
Identify potential projects where a deep blue partner can be utilized.
Create a pilot dek
Create evaluation method
Create follow up process
Kras' Processes Chart
The Flying Locksmith
Follow up on applications
Work with Scott Warner to refine list of pilot
Authorize and Train all members
Todd
Jacksonville
Authorized
Tampa
Application Sent
Todd Meeting with TFL Tampa over the next week to complete authorization. Planning on having a joint ELO/Training session for Jacksonville, Orlando and Tampa.
Orlando
Meeting tomorrow
Mason
Chicago
Authorized
Kansas City
Authorized
Wade
Houston/Austin
Authorized
Phoenix
Authorized
Oklahoma City
Authorized
Elizabeth
Orange County
Application Sent
Met with them 2 weeks ago, has not received application back to complete due to lack of timing.
San Diego
Application Sent
Met with them 2 weeks ago, has not received application back to complete due to lack of timing.
Send finalized plan to garth by EOW
Due date for authorization
Due date for training
Best strategy for training
Sales Week Summary
Create a summary of next steps
Create a summary of Alex's meeting
Create summary of Jon's meeting
Canada
Devco
Wholesaler
Guardtech
Training
LMS
Review Vendors
Litmos
Engage with Litmos for followup
Cornerstone
Meeting scheduled for next week
Lessonly
Schedule Meeting for next week
Skilljar
Meeting scheduled for next week.
Create Business Plan
Create Competitive Analysis
Submit Recommendation
eLearning Development
Wholesale
Sales Training
LASP
Sales Training
LAR
Sales Training
Processes
Keying
RMA
Sales Training Review
Update Sales Training Deck
Launch Updated Sales Training
Update Sales Training eLearning
Knowledge Evaluation
Survey for CAM Sales Training
Knowledge Check for Sales Training
Calendly
Call Calendly and Merge accounts with Latch corporate
Process
RMA Process
Update RMA Process Documents
Review RMA updates with Nate
Make Additional Changes
Launch revised RMA process
Partner Development Plan
Update 7 Day Plan
Launch 7 Day Plan
Create 30 Day Plan
Launch 30 Day Plan
Create 60 Day Plan
Launch 60 Day Plan
Create 90 Day Review
Launch 90 Day Review
Wrike Space
Create Wrike Space for Channel
Create projects based on Mural
Weekly Updates
Program
Check Channel Inbox
Check T/Th
Review NS Applications
Check T/Th
Managed owned applications
Kelly Bros of New England
Application Received
Prism Industries
Application Sent
S&P Systems DBA Aegis Security
Application Sent
USAR Systems
Application Received
Xactec
Application Sent
H2 Pipeline
Removing Roadblocks
Follow up every week
Spiff Submissions Follow-ups
Follow up every week
Notable Days
Vacation Time
November 1-4
November 15-25
December 23-31
January 1-2
Deadlines
LMS Launch - Mid January
Wholesale Ship Date
Birthdays
October 23th
November 8th
End of Quarter
Dec 20th