From 84f1d32e6c1615405e8fc35ff7fdfca1dc302a6d Mon Sep 17 00:00:00 2001 From: Dan Parris Date: Tue, 25 Oct 2016 02:17:52 +0000 Subject: [PATCH] Add issue template for inbound BDR onboarding --- .../inbound-bdr-onboarding-checklist.html.md | 81 +++++++++++++++++++ 1 file changed, 81 insertions(+) create mode 100644 source/handbook/marketing/demand-generation/business-development/inbound-bdr-onboarding-checklist.html.md diff --git a/source/handbook/marketing/demand-generation/business-development/inbound-bdr-onboarding-checklist.html.md b/source/handbook/marketing/demand-generation/business-development/inbound-bdr-onboarding-checklist.html.md new file mode 100644 index 00000000000..ce54c22f898 --- /dev/null +++ b/source/handbook/marketing/demand-generation/business-development/inbound-bdr-onboarding-checklist.html.md @@ -0,0 +1,81 @@ +--- +layout: markdown_page +title: "Inbound BDR Onboarding Checklist" +--- + +## Checklist for Onboarding of New Inbound BDR Hires + + +Issue template for new hires. + +``` +### Week 1 + +1. [ ] Watch [Intro to Git](https://www.codeschool.com/users/sign_in) video +1. [ ] Watch the [Vision Demo](https://about.gitlab.com/handbook/sales/vision-demo/): Idea to Production +1. [ ] Read [GitLab Direction](https://about.gitlab.com/direction/) +1. [ ] Read the [Hanbook](https://about.gitlab.com/handbook/) +1. [ ] Study GLU: [GitLab University](https://university.gitlab.com/) +1. [ ] Create an email signature [Sample](https://docs.google.com/document/d/1NvfC4a26G0WZwxB1K2oeXyGvI0DGqy-LbTKa9iPP6kU/edit) +1. [ ] Open Salesforce welcome email and activate account +1. [ ] Open Collabspot welcome email and activate account +1. [ ] Schedule time with your assigned mentor +1. [ ] Complete [General Onboarding Issue](https://dev.gitlab.org) + +###### By the end of your first week you should (know) and be able to do the following: +* What is GitLab (from a high level) +* Create and assign merge requests (from your onboarding issue) +* Sign in to SFDC (Salesforce.com) +* Sign in to Linkedin + +### Week 2 + +#### Training +1. [ ] Study [GitLab University](https://university.gitlab.com/) +1. [ ] SFDC Training TBD +1. [ ] InsideView Overview TBD +1. [ ] [Sales Process](https://about.gitlab.com/handbook/sales/) and [Qualification](https://docs.google.com/document/d/1GR0v4cvBYUoTSn66kVAqzY5q_imWbDWW4ifo7ag6Gow/edit#heading=h.ebl8fraqpynv) +1. [ ] Prospecting 101 by Scheduled Chet +1. [ ] Message 200 inbound leads that you'll receive starting this working week +1. [ ] Add these suggested [canned responses](https://docs.google.com/a/gitlab.com/document/d/1EektuIAJKo9fBe-EiAnPR3BHhlkdaWE4wqG2z3QuP5o/edit?usp=sharing) to your gmail for quick replies +1. [ ] Create SFDC tasks for the leads you choose to work +1. [ ] Create a task list in SFDC of at least 15 leads +1. [ ] Shadow 3 Inbound BDRs for one hour (See [Team Page](https://about.gitlab.com/team/)) + +#### Metrics +1. [ ] Convert your first SQL +1. [ ] Make 25 Prospecting Calls +1. [ ] Send 25 Prospecting Emails + +#### By the end of your second week you should (know) and be able to do the following: +* Create tasks for leads within SFDC +* How to manage your task list in SFDC +* Maintain a task list of at least 15 leads +* How to use InsideView +* Craft a basic response email + +### Week 3 + +###### Training +1. [ ] Study [GitLab University](https://university.gitlab.com/) +1. [ ] Manager Session +1. [ ] BDR Ongoing Training (Friday) + +###### To Do List +1. [ ] You will start recieving live leads +1. [ ] Schedule time with 3 AE's to collaborate and learn about lead management **Note** There is no agenda for this meeting, attend prepared with questions +1. [ ] Develop a healthy task list of at least 25 leads to target +1. [ ] Sit in on three discovery calls with the AE's (See [Team Page](https://about.gitlab.com/team/)) + +###### Metrics +1. [ ] Generate three SQLs +1. [ ] Send 50 Prospecting Emails + * **Note** - We do not have minimum call/email metrics that you are held against. Be tenacious in your efforts. Remember the more at bats you have the better chance you have of hitting a home run. The numbers reflected above are best practices to get you ramped and ready for your everyday workflow. + +###### By the end of your third week you should (know) and be able to do the following: +* Convert leads into opportunities +* How to manage your task list in SFDC +* How to use InsideView +* How to BDR + +``` \ No newline at end of file -- GitLab