Office Resources
Office Onboarding and training processes
DAY 1
Ensure all equipment is set up ahead of time and ready to go!
Have them go through website
- Entire website
- Than answer the following questions
- What sets us apart?
- Three things about us that stands out that are selling points
- What do we do and not do?
- Services we offer
- Difference between the TTB and MIMO
Expectations
- Review their job role
- Go through job responsibilities and daily tasks
- Gain buy in on all accountability numbers and create their score card numbers with them. (L10)
Company overview
- Everyone’s roles
- Core values
- Company background
- Where are we now?
Training on Main tools we use:
- Missive: https://www.youtube.com/watch?v=HJfB_ail4M4
- Clickup: https://clickup.com/on-demand-demo
- Dialpad: https://www.youtube.com/watch?v=3O_r1bBpthM
- MaidCentral:
Sales Role: https://maidcentral.thinkific.com/courses/mc-user-account-sales-role
Scheduling/Dispatch/CS: https://maidcentral.thinkific.com/courses/mc-crash-course-scheduling-dispatch-customer-support
Guidelines
- Read our guidelines – https://www.jotform.com/sign/230578224337053/invite/01gtasc828db2d8148ac36fd17
- Take Guidelines Quiz – https://form.jotform.com/222215174801446
Listen to prerecorded sales calls
DAY 2
Getting set up
- Log into Gmail
- Create folder for Google Drive + share BAHC folder
- Create Lastpass Account for password sharing
- Share passwords for:
- thumbtack
- Yelp 1account
- Yelp 2 account
- Bark
- Cleaningforareason.org
- Nextdoor
- Share passwords for:
- Create logins for:
- Missive
- Dialpad
- Google My business
- Slack
- Clickup
- Tawk.to
- Google Leads
- Download apps
- Dialpad
Change Called ID (Profile>change dialpad ID) - Lastpass Chrome extension
PIN it to your chrome bar
- Dialpad
Notifications
Make sure notifications are turned on for the following tools:
Missive: https://missiveapp.com/faq/chrome-not-receiving-notifications
Slack: https://slack.com/help/articles/201355156-Configure-your-Slack-notifications
Tawk.to: https://help.tawk.to/article/enabling-desktop-notifications
- Review office resources
- Review tech resources (in progress)
- Go through each tab and app according to their role and give overview on each
- Refer them to the office resources for more of an overview on each platform and how to use it effectively
- They will shadow their buddy
- If virtual they will shadow via GoogleMeet
- Set expectations with both that they are to observe them for the day with minimal interruptions
- Trainee to take notes and write down questions
- At the last hour of the day review questions and discuss
DAY 3
- They should be on the phones and diving in!
- Have someone working along side them for any questions and support