Expected Daily Tasks

Expected Daily Tasks are job duties to be executed with proper attention to detail throughout the work day. The detailed systems, processes and expected daily tasks for your role will become routine before long.

The way to get it right every day, all day is to refer to the list below after every completed call on your calendar. Always check your work by asking yourself the questions below:

Salesforce

• Is this lead in the correct lead status?

• Did I click the Missed Call button in the Salesforce lead page for any calls that didn't pick up.

• Did I leave notes for myself in Salesforce to reference on my next call?

• Did I enter advisor expertise notes in the Interest box?

• If a follow up call was scheduled, did I use my follow up scheduling link in the Salesforce lead record to schedule it?

Google Calendar

• If the call didn't pick up, after I clicked the Missed Call button, did I delete the calendar invitation?

• If a follow up call got scheduled, did I change the color of my Advisory Board Follow Up invitation to Green.

Call Volume

• Did I complete 150 calls using PhoneBurner and RingCentral?

Slack

• Did I stay connected and responsive on Slack all day?

• Are there any Slack msges I need to respond to?

• Did I stay up to the moment and contribute on the #sales channel to team spirit, accolades and humor?

  • Direct Messages: Directors and colleagues on your team and in other departments in the company utilize Slack daily to relay messages. This system is quick, efficient, and can reduce the amount of email correspondence when a simple direct message can do the trick.

  • #Sales: Staying active and current on the Sales channel is required to stay updated as frequent team wide announcements and reminders are made throughout the workday from Directors and Sales Managers - along with tips and inspiration from fellow Account Managers.

Salesforce - Cleanup View

Is my Cleanup View at Zero? (You should have ZERO leads in your Cleanup View at the end of everyday.)

Your Cleanup View captures leads that have not been updated appropriately and need to be resolved. This is usually a result of overlooking details “Scheduled” leads do not receive marketing emails. If a Scheduled call does not pick up and is not changed to the appropriate “Missed” status right away, they will not receive marketing emails with a request to reconnect. In short, your leads in this view are dormant.

Leads found in this view:

• First Call Scheduled with a call date before “today”

• Follow Up Scheduled leads with a call date before “today”

Steps to take to get leads out of your Cleanup View:

• Call the lead/leave a voicemail

  • "Hi Jim, We never had a chance to have our call regarding your interest in advisory board positions. I will send you an email with a link to easily reschedule our telephone conversation”

• Click the “Missed Call” button on the Salesforce lead page for that particular lead. This will:

  • Change the lead to the proper “Missed Call” status

  • Update Activity History in the Lead page

  • Send the correct canned email to the lead on your behalf with your scheduling link.