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All the Bases Your Kickoff Meeting Needs to Cover [Template Included]

Hubspot Sales

Well, one of the more prominent, effective ways to remedy those issues is known as a kickoff meeting. That's why it serves you to develop an onboarding process that proves they made the right choice and promotes synchronicity between both parties. Enter the kickoff meeting. Introductions. Convert X visitors into leads.

Meetings 126
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Onboarding sales reps: 6 tips for increasing new hire productivity and engagement

Nutshell

Even if your hiring process is bringing in the right talent, you can’t expect your new rock-star sales reps to succeed without an equally effective onboarding plan. Generally speaking, employee onboarding is the process of training a new team member and integrating them into your organization. Have a Standardized Process.

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Cultivate a cross-selling culture

Red Star Kim

As few organisations publish a detailed breakdown of their spend on professional advisers this is often an art rather than a science – with educated estimates dominating. Professional services marketing has grown from a “dearth of data” culture although more firms are increasing their data capabilities and are becoming more data-driven.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. Some firms provide templates of different types of KAM meeting types.

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Book review: Build your digital marketing strategy by Steve Brennan

Red Star Kim

Despite being published in 2018 (before the Covid pandemic pushed digital marketing into the stratosphere) and being pretty basic it has some good content. He talks about the need to establish the right sort of relationship – starting with onboarding and embedding a relationship ladder. Reporting (costs and returns – goal v actuals).

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Help Scout’s Step-By-Step Remote Hiring Process

Help Scout

Creating a process that allows us to get to know candidates without ever meeting face to face. Hold a kick-off meeting Once we have most of our ducks in a row, our recruiter will schedule a Zoom call to make things official and get synced with the team. It’s also a great way for candidates to meet more of their potential teammates!

Logistics 125
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How To Deploy Effective Virtual Sales Coaching

Showpad

The assets available here range from educational videos about virtual selling to tips and tricks, support for digital onboarding, guidelines for hosting online events and more. Consider what changes need to be made to onboarding. Remote onboarding can present unique challenges for your company to address. out of 5.