Step By Step
Here are the steps to get you up & running fast! It will take a little bit of work to get set up, but it only needs to be done once and you are off to the races…print our and check off as you go!
1.Sign NDA Agreement
- See email from Hello Sign OR DocHub
- Click the Link & Follow the Prompts: Initial Each Page, except Signature page which is Digitally Signed
- Then the Agreement will be forwarded to me to sign, after which, you will get a copy back by email
- Then Addendum D & E will be sent out to you for digital signing too.
- Download & Complete W9 (W8 for non-US): https://drive.google.com/open?id=15Og_AwoigYZbJIISaDAg-f1X9Ul14aj-
- Email Clear Copy of Signed W9/W8 to firstname.lastname@example.org
2. Open PayPal Account: (this is how we pay you)
3. Enroll in MY GLOBAL MOBILE Reseller Platform
4. Join Our “Slack Group” Communications Platform
- This is how we communicate and keep everything organized
- We will send you an Invite Email (from Slack) after your Agreement is signed (using your primary email used to sign your Agreement & Open PayPal)
- Home Location: https://myglobalmobile.slack.com/messages
- Make sure you watch BOTH ‘HOW TO USE SLACK’ videos in the very 1st (top) Folder
- Send a DIRECT MESSAGE to GREGORY ALLEN so that I know you are in Slack and know how to use it
- For More Detailed Instructions Click Here: HOW TO USE SLACK
5. Set Up “MY GLOBAL MOBILE Email” Account
- Use "IMAP"and "SSL" Settings on Your Phone/Outlook, etc.
- Ex: on iPhone > Settings > Passwords & Account > scroll to bottom Add Account > Use Settings Below!!
- Incoming Server:
- Port: 993
- Outgoing Server:
- Port: 465
6. Learn Services by Studying Website Content
- Progressive Web Apps, Proximity Marketing, Pay-Per-Call-Leads & Geoconquesting
- 1st Party Data, Retargeting & RTB Display Advertising:
7. Prepare Your Presentation Pack(s) For Your Laptop/Tablet/Phone
- Have Videos Ready to Show
- Have Link to Text Prospect Overview Flyers
- Have Consultation Questionnaire Ready
- URLs to Payment Links (if nothing custom to quote > CLOSE!!)
- Primary Resource Locations:
- Google Drive Links: posted in MGM Reseller Platform
- Slack Itself > Learn how to “Star Items” that you want instant access to and you can do a presentation anywhere on the fly with any desktop/laptop or even just your cellphone!
8. Set up a Booking Page
- OPTIONAL (but powerful to pre-qualify people and avoid time wasters
- Auto Book Appointments from Email/LinkedIn/People You Talk To, etc. with links to watch an overview video PLUS Link to your Booking Page to book a Consultation
9. Set Up & Optimize Your LinkedIn Profile
- LinkedIn is where the $$$$ is at, not Facebook!!
- Set Up & Optimize LinkedIn Profile: modify slightly from Greg’s Profile
10. Make List of Prospects to Target
- Pitch the Low Hanging Fruit first (people you know with businesses) to get used to the process
11. Choose Primary Niche to Target
- Decide on Maximum of 3 Different Niches to Specialize In (1 industry is best)
12. Get Prospecting Lists
- Often times I can “scrape” leads, which will tell you all their important info, what they ARE doing, as well as what they are LACKING from a marketing perspective.
- This puts you in a power position when you walk in or call them, because often you will know a LOT more about their businesses marketing & advertising than they do.
- Depending on how busy I am and how aggressive you are, you might need to buy your own scraper (ask me) …
I look forward to having you on-board and helping you to achieve your highest goals & aspirations.
If you have any question during this process, PLEASE direct messages to me via Slack for faster replies.
To Your Success,
DOWNLOAD STEP BY STEP ONBOARDING PDF