Update to AgencyZoom Glitch reporting process
Welcome to the Accelerated Automation Sales Team hub. Everything you need to sell, qualify, close, and grow is right here — organized by where you are in the process.
If you're brand new, start with New Hire Onboarding. If you're looking for something specific, use the section links below.
Section
What's Inside
Day 1 checklist, tool setup, training plan, daily goals
📋 Lead Flow & Qualification
How leads come in, Calendly routing, working leads in AZ
🛠️ Tools & Software
AgencyZoom, RingCentral, Fathom, Calendly, Monday — how-tos
🎯 Sales Call Playbook
Talk track, discovery playbook, 30-40 min blueprint
📹 Example Sales Calls
Recorded calls — closes, follow-ups, demos
💬 Objection Handling
Common objections + how to overcome them
📦 Products & Packages
Sprint, Scale, Custom, TechOps — full solution guide & FAQs
📚 Sales Resources
Pitch deck, Stripe links, Affirm, AMS vs CRM, competitor notes
Activity
Target
Complete all scheduled tasks in AgencyZoom
New appointments set
2+ per day
Sales meetings run
5 per day (goal 8)
Closes
1 per day
Who
Role
Go To For
Mariah Gates
Founder / Sales Lead
Lead assignments, call reviews, escalations
Makena
Onboarding Manager
Tech setup, accounts, HR questions