Your Tasks:

• Task 1: Select an email campaign targeting your contact groups.

• Task 2: Choose from optional resources to maximize your SOI (e.g., mailer campaigns, additional digital tools).

• Task 3: Plan and select Pop-By items to deliver in person.

• Task 4: Enter at least 2 new contacts into your database, making sure to categorize them by group and their status within the sales cycle.

• Task 5: 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 6: Attend the Friday group check-in call to share your progress and discuss your tasks with other participants.

• Optional Task 7: Attend the Wednesday morning Zoom session to ask any questions or get help with your tasks.

Our Tasks:

• We will create a ticket to set up your email campaigns and mailers.

• If you decide to pursue an optional print campaign or a digital ad campaign (which includes your retargeted list), we will create a ticket to have this set up for you.

• We will also create a ticket for your Pop-By items to ensure they arrive ahead of your event.