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New Hire Journey - Krista
Sched CSM Onboarding
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Monday, January 13
 

TBA

Product (Sched, Userpilot (Pendo), Schedmin) TBA

9:30am EST

Morning Sync ZoomJanina Mangiolino • Belton Mickle • Tom Storer

10:30am EST

Build Week 2 & 3 Schedule in SchedKrista Gerber

3:30pm EST

Collate Product Usage NotesKrista Gerber

5:00pm EST

Share live New Hire Sched JourneyKrista Gerber
 
Tuesday, January 14
 

TBA

Product (Sched, Userpilot (Pendo), Schedmin) TBA

8:30am EST

Complete Schedule in Sched

9:00am EST

CSM Check in https://sched.zoom.us/j/81215760247Janina Mangiolino • Belton Mickle • Tom Storer • Krista Gerber

11:30am EST

HubSpot with SofiaSofia Storer

1:30pm EST

Deep dive Userpilot, Pendo, HubSpot, SchedminKrista Gerber

2:00pm EST

CSMs Group Sync - PlanningJanina Mangiolino • Belton Mickle • Krista Gerber

3:00pm EST

What do we capture? What are we missing?Krista Gerber
 
Wednesday, January 15
 

TBA

CRM/Hubspot TBA

8:30am EST

Buddy Sync Google MeetEvelina Kjellberg

9:00am EST

HubSpot TrainingKrista Gerber

10:30am EST

ICP ResearchKrista Gerber

11:00am EST

HubSpot Cont & ICP ZoomSofia Storer

1:00pm EST

Prep for What can we see?

2:00pm EST

Q2 Sched's Platform: What can we see?Tom Storer • Janina Mangiolino • Belton Mickle • Krista Gerber

3:00pm EST

HubSpot TrainingKrista Gerber

4:00pm EST

ICP / Customer Research
 
Thursday, January 16
 

TBA

CRM/Hubspot TBA

8:30am EST

Review Personality Test Results

9:00am EST

Krista / Tom 1-1Tom Storer

9:30am EST

Watch Customer-Specific Demos

10:30am EST

HubSpot TrainingKrista Gerber

11:00am EST

New Biz / Account Management PipelineEvelina Kjellberg • Marvin McTaw • Sofia Storer • Tom Storer

1:00pm EST

Support Ticket Tournament! ZoomAli T. • Janina Mangiolino • Belton Mickle • Krista Gerber

2:30pm EST

Play with CFP

3:30pm EST

Review Product Roadmap, ICP & prep for Shark Tank
 
Friday, January 17
 

TBA

Customer (ICP) TBA

9:00am EST

Prep for Shark Tank

12:30pm EST

New ICP Feature Shark Tank TBAAli T. • Sofia Storer • Evelina Kjellberg

1:00pm EST

🎙️ Intro to Basecamp — Crowdcast ZoomKrista Gerber

2:00pm EST

Outlining Customer Journey

3:30pm EST

ICP / Customer Research
 
Monday, January 20
 

TBA

HOLIDAY: MLK Jr. Day TBA
 
Tuesday, January 21
 

9:00am EST

Outlining Customer Journey

10:00am EST

Sched Customer JourneyJanina Mangiolino • Belton Mickle • Krista Gerber

12:00pm EST

All Hands Team Meeting ZoomMarvin McTaw

2:00pm EST

Hold for Meeting SittieJanina Mangiolino • Belton Mickle • Krista Gerber

3:00pm EST

Outlining Customer Journey
 
Wednesday, January 22
 

9:00am EST

Krista / Tom: Role & Responsibilities ZoomTom Storer • Krista Gerber

10:00am EST

Hold for Meeting with Ante

11:00am EST

Customer Journey Working SessionJanina Mangiolino • Belton Mickle • Krista Gerber

2:00pm EST

Training Videos / Customer Research

3:30pm EST

Complete Customer Journey
 
Thursday, January 23
 

9:00am EST

Review & Prep for Customer Journey Presentation

10:00am EST

Q3: Sched's Customer Journey Map ZoomTom Storer • Janina Mangiolino • Belton Mickle • Krista Gerber

11:00am EST

New Biz / Account Management PipelineMarvin McTaw • Sofia Storer • Evelina Kjellberg • Tom Storer

1:00pm EST

Hold for Meeting Support Team Member

3:00pm EST

Catch up on any HubSpot Training / Onboarding
 
Friday, January 24
 

9:00am EST

CSM Team Meeting & Ways of Working ZoomEvelina Kjellberg • Tom Storer • Janina Mangiolino • Belton Mickle • Krista Gerber • Marvin McTaw • Sofia Storer
 
Friday, January 31
 

TBA

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