Your Tasks:

• Task 1: Review your deduped list and make final changes as needed. Ensure you have the contact groups you need for future marketing and contact efforts.

• Task 2: Group any new contacts as needed and schedule follow-ups for your A, B, and C groups according to your communication plan (based on medium, frequency, and type of outreach).

• Task 3: Enter at least 2 new contacts into your database, making sure to categorize them by group and their status within the sales cycle.

• Task 4: Contact 5 people from your sphere for follow-up or engagement. Update their status and add them to a group if not done already.

• Task 5: Attend the Friday group check-in call to share your progress and discuss your tasks with other participants.

• Optional Task 6: Attend the Wednesday morning Zoom session to ask any questions or get help with your tasks.

Our Tasks:

• We will continue working on cleaning and deduplicating your contacts, if not yet completed.

• We will do a contact append and import your contacts, if not yet completed.