Pre-Build Call 📊

Key Steps

Step 1: Review Email and Questions 0:22

• Check your email for the Loom recording and the list of questions.
• Ensure you understand the questions as they will guide the next call.

Step 2: Gather Agent Information 0:40

• Compile a list of agents including:
  • Names
  • Emails
  • Roles (e.g., cold callers, follow-up specialists)
• If applicable, note if they have assigned numbers on Twilio.

Step 3: Identify Marketing Platforms 1:06

• List all platforms you are using, such as:
  • CRM systems
  • Zapier
  • Any other relevant tools.

Step 4: Prepare Access Information 2:16

• Collect login details for all platforms that will be needed for the build-out.
• Ensure this information is organized and easily accessible.

Step 5: Introduce Outsourced Contacts 3:00

• If you have outsourced marketing, identify the point of contact for those channels.
• Prepare to introduce them to the team for metric reporting.

Step 6: Schedule the Next Call 3:32

• Coordinate with your team to schedule the next call.
• Ensure all gathered information is ready for discussion.

Cautionary Notes

• Ensure all sensitive information is kept secure and only shared with authorized personnel.
• Double-check that all agent and platform details are accurate before the call.

Tips for Efficiency

• Use a shared document to compile all information for easy access by team members.
• Set reminders for scheduling the next call to avoid delays.

Link to Loom

https://loom.com/share/7e14a2fdd33d4fb6a84d6a961061a66a

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