Within a week of your kick-off call, you'll have a dedicated tech training call with the Scale IR team. This call is designed to walk you through the specific workflows and tagging we've implemented in your CRM, and outline any actions your IR team will need to take post-discovery call. This session ensures that everyone is aligned on the tech processes for a smooth and efficient collaboration.
Here's What We'll Cover During the Tech Training Call:
- CRM Workflows, Automations, and Tagging: We'll provide a walkthrough of the workflows, automations, and tagging we've implemented in your CRM. We'll explain the purpose of each element, how they work together, and why they're essential for optimizing your lead engagement process.
- Custom Fields: We'll review any custom fields we've added to your CRM, explaining the reasoning behind their creation and how they function within the overall workflow.
- Scale IR Process: We'll provide a comprehensive explanation of Scale IR’s workflow, so you can better understand how we determine which leads to call and which to exclude, and how our custom middleware facilitates the flow of real-time data into your CRM.
- Setter Notes and Dispositions: We'll show you where and how setter notes and dispositions from Scale IR will populate in your CRM in real-time to ensure you can access this information and understand how it can be used to inform your follow-up actions.
- Custom Setter Dashboard: We'll provide a detailed walkthrough of your custom setter dashboard in your CRM. We’ll break down each of the 9 reports your dashboard is comprised of, and show you how to filter and export the data for further analysis.
- Post-Meeting Actions for Your IR Team: We'll outline the specific actions your IR team should take after each discovery call. Examples include:
- Setting the meeting outcome
- What to do when a lead has no-showed or canceled
- How to share positive/negative feedback from your discovery call with the Scale IR team