The last couple months at Experiment 27,
we have been heavily focused on production,
making sure that all the work we deliver
is the highest quality, making sure we're either
on time or ahead of schedule for all our accounts,
and making sure customer service is top-notch.
One of the best ways to make sure that customers
don't churn is to be generating a consistent ROI.
And in this video, I wanna run through the actual document
that we use with our cold emailing and cold calling team
that they report on daily
that helps them get that work done.
So let's jump into it.
So here's the Enterprise Outreach doc,
and what we did to create this is I talked to our best
cold caller, cold emailer, and took her entire process,
basically made her write it out, day by day,
and translated it into this Google document.
And it's set up basically like a video game.
So weekly targets are right here.
Initial emails go out.
Less than 100 is red.
100 to 150 is yellow.
151 to 199 is green,
and over 200.
VAs/Lead List Approval, Follow-up Email,
Follow-up Calls, you've got some notes.
And the way that you use this is each one of their
four clients is on its own column.
So when Monday comes around, let's say, for example,
Liban would come to this
Sent initials emails for new clients.
Right now, they're checking this, and he'll write like 200,
and then it'll turn green,
and Send over new assignment to the VAs,
so did he send over the type of leads
that the virtual assistant is supposed to generate?
Yes, he did,
and then that's green as well.
Send initial emails to new contacts for client two.
Let's say he sends like 174, and the way we have this
set up, the colors change depending on how much they are,
and it's a gradual progression upwards,
all the way to green.
Right now the sales guys put this in manually,
but in the future, our project manger will check
the inboxes on their behalf and put in these numbers
based on what Yesware says.
They put this in, they fill out what works.
Followup emails on Tuesday, let's say you sent 50
for this client, you know, 40 for this one,
65 for this one, and 100 for this one,
and it'll auto-update the colors.
Followup calls, 50 for each client,
so he's a little underperforming here.
Check-in with VAs, and each time he checks in,
he writes the yes, so he checked in
for each of these clients, and it's very simple.
What we've already seen by making our sales people follow
this process is, one, we've seen an increase in results.
So we've seen an increase in the amount of meetings
booked directly tied to them filling in these documents.
So it works in that regard.
The other thing we've seen
is less confusion on behalf of our sales team.
So before we implemented this process,
we gave our sales team a goal.
So let's say it's two to three meetings per week,
per client, and they've got four clients,
and that's the goal that they had.
That's what they have to accomplish,
but we didn't really give too much training
besides what we had in these YouTube videos,
but by laying it out like this, we literally break down
what they have to do every single day,
and the feedback that we've gotten from the team
is that this makes the job a lot simpler,
and in terms of the actual process,
that's the other piece of value here.
Monday, he sends initial emails to new contacts,
so he sends about a thousand emails on Monday
from the leads that the virtual assistant
has generated the last week, which are delivered
on Friday for the client to approve.
On Tuesday, he's sending mostly follow-up emails,
which could be relatively automated on Yesware
and follow-up calls.
So this is mostly a day to do phone calls,
cold calls, usually about 200, 300 a day.
Wednesday, it's follow-up emails and check in with VAs.
Wednesday's a relatively easy day to make up
for Monday and Tuesday being hard work days.
Thursday, again, is a day like Tuesday
where it's cold calls, checking in with the VAs
to make sure the work is happening on time,
and then Friday, you're doing follow-up emails again,
collecting the lead list from the VAs, and then sending
the lead list to the client to approve for Monday.
So, Friday's a pretty easy day.
Wednesday's a pretty easy day,
and that leaves Monday, Tuesday, and Thursday
for hardcore grinding
and hitting your numbers.
So hopefully this doc helps.
I'm gonna put it in the description field
so you can go ahead and download this,
use this for your own team.
Feel free to give feedback below,
anything you'd change about this process,
or implement it for your team,
let it go for week or two,
and then leave feedback.
That's always the best type of feedback, right?
The type based on real experience.
Feel free to like this video
to encourage this type of content on YouTube.
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check out experiment27.com.
Thanks.