What are the Sales Team – Tech Onboarding process?
Comprehensive guide for onboarding new sales team members at Founder OS. Learn how to set up Google Accounts, access essential tools like Slack, Zoom, HubSpot, and more. Step-by-step instructions for a smooth tech integration.
This document is a comprehensive guide for onboarding new sales team members at Founder OS, focusing on the technical setup and access to necessary tools. It outlines a step-by-step process that includes signing the Service Agreement, creating a Founder OS Google Account, setting up a professional profile image, and configuring various software applications. These applications include Slack for internal communication, Zoom for video conferences, Fathom for Zoom recordings and AI notes, Loom for screen recordings, Aloware for calling and texting, HubSpot for CRM, and Skool for the Founder’s Community. Each tool's setup instructions include links to onboarding videos and specific actions new team members need to take. The guide emphasizes maintaining a consistent professional image across all platforms and directs users to contact Don for any access issues.