Week 1: Contact Pull & Initial Engagement

Your Tasks:

• Task 1: Schedule a time to pull contacts from various sources.

• Task 2: Enter at least 2 new contacts into your database. Make sure to categorize these contacts by group and their status within the sales cycle.

• Task 3: Contact 5 people from your list for follow-ups or engagement. Update their status and add them to a group if not done already.

• Task 4: Attend the Friday group check-in call to share your progress and discuss your tasks with other participants.

• Optional Task 5: Attend the Wednesday morning Zoom session to ask any questions or get help with your tasks.

Our Tasks:

• We will assist by pulling all your available contacts together into one place while you work on your tasks.