Track 1A: Overview Discussion - Contact Engagement

The Overview Discussion is the first step in the customer journey. This track covers:    PART 1: CONTACT ENGAGEMENT   LEARNING OBJECTIVES✅ 1) Identify prospective clients using Salesforce  2) Reach out to prospective clients and schedule the Overview Discussion using email templates and Calendly.   TOOLS️ 1) Salesforce Lead Module 2) Lead Handbook 3) Email Templates 4) Calendly Module   TRAINING ACTIVITIES 1) Set up your Calendly Account and sync with Outlook & Salesforce 2) Draft an email with a Calendly link 3) Shadow a Peer  4) Lead Record Activity - IP