Printable Link: Here

Intro Tools for Sales & Networking Pro

Team Meetings are Tuesdays at 10am.

Apps you will need:

  • Active Campaign Deals: Keeps our client information secure.

  • Slack: For communicating with the team

  • Grasshopper: For communicating with clients & to get LIVE calls (Video here)

  • Google Drive: For access to company docs

  • Google Email: For communicating with the team

  • Google Calendar: For pre-set appt times, weekly tasks, holidays, games, meetings, volunteer shifts, etc

    *This step must be done from a computer!* Please share your google calendar with the right to edit and change events from a computer with the LT, TA (currently info@wonderdogtraining.com) and any Eval Pros. (Video here)

  • Square: For inventory & to process payments who need financing (Video here)

  • Google Leads spreadsheet: Need access

  • PayPal Business: For clients who will need to use PayPal to pay for program.

  • Program Pages: Save this link as a home screen button for easy finding.

  • Finance Cheat Sheet: Save the link sent to you by your trainer as a home screen button for easy finding. https://docs.google.com/document/d/18Xe5Rl6v2bC13NbE2W35stsD0XQsrTjjffRbxIWQjag/edit?usp=sharing

  • Admin Cheat Sheet - https://docs.google.com/document/d/1fdI87B2KRxsCCiHDOjVMCFRZaV4IYaeDp275EvS6y-w/edit?usp=sharing

Video for all this here.