PHASE 0Kickoff & Onboarding
Pre-Start · COO leads
📑Kick-off Presentation
ReadyCOO · Live meeting
Program overview, timeline, and expectations for your full 4-month journey.
📋Client Onboarding Survey
ReadyCOO · Automated email
Welcome packet and data collection. Complete before your kickoff meeting.
📋A2P Registration Form
ReadyCRM Manager · Automated email
Register your business phone number for compliant CRM messaging.
PHASE 1ICP, Database & CRM Foundations
Month 1–2 · Sales Coach, CRM Manager, Tech Director, HR
▶ICP Definition & Market Segments
ReadySales Coach Director · 30 min
Define your ideal client profile and target market with guided templates.
📊Top Industries Document
ReadySales Coach Director · Cheat sheet
Top target industries with commercial cleaning demand — cheat sheet format.
▶Database Buildup Webinar
ReadySales Coach Director · 90 min
Full webinar on building a high-quality prospect database for outbound calling.
▶Industry Creation with ChatGPT
ReadySales Coach Director
Using AI to identify and expand your industry targeting strategy.
📄Industries Cheat Sheet
ReadySales Coach Director
Quick reference spreadsheet — copy and share directly with your caller.
📄Appointment Setter Handbook
ReadyHR Manager · 20–30 pages
Complete operating guide for your appointment setter / caller.
📄Interview Guide for Client
ReadyHR Manager
Step-by-step guide for interviewing and selecting your caller candidate.
📄Caller Management Guide
ReadyHR Manager
How to manage, motivate, and hold your appointment setter accountable.
📄Updated Scripts Document
ReadyOutbound Director · 3–5 versions
Full cold call scripts adapted for your business — multiple versions included.
▶CRM Basic Usage (GoHighLevel)
ReadyCRM Manager · 60 min
Start here for GHL — contacts, pipelines, and daily navigation.
▶Pipeline Stages — Mapping Deal Flow
ReadyCRM Manager · 60 min
Map every lead from first call to closed deal inside your CRM pipeline.
📄CRM Quick Reference Guide
ReadyCRM Manager
One-page quick start guide for GHL — keep open while working.
▶Dialer Basic Training
ReadyTechnology Director · 60 min
Full training on the power dialer — setup, campaigns, and live call management.
▶PIM Basic Training — Scraper
ReadyTechnology Director · 90 min
Prospects In Motion — lead scraping, filters, and uploading to dialer.
PHASE 2Outbound Execution & Caller Coaching
Month 2–3 · Outbound Director, Sales Coach, CRM Manager
📑No Leads Left Behind Campaigns
ReadySales Coach Director · 60 min
NLLB campaign strategy — follow up with every lead in your pipeline.
📄Disposition Guide
ReadyOutbound Director
When and how to use each call disposition for consistent CRM tracking.
▶LinkedIn Training
ReadySales Coach Director · 60 min
LinkedIn for outbound prospecting — profile setup and outreach sequences.
▶Ideal Sequences & Scripts Training
ReadySales Coach Director
Build ideal outbound sequences combining calls, texts, and email.
▶Zoho CRM Basic Training
ReadyCRM Manager · 45 min
Intro to Zoho CRM — contacts, deals, and daily workflow.
▶Caller Coaching Plan
In ProgressOutbound Director · 60 min modular
Structured modular coaching plan for your appointment setter — being updated.
In Revision — Link Soon
▶Outbound Flow & Call Dispositions
MissingOutbound Director · 60 min
End-to-end outbound call flow walkthrough — recording in progress.
Recording in Progress
PHASE 3Advanced Reporting, KPIs & Certification
Month 3–4 · CRM Manager, Tech Director, COO
▶Manager Dashboards
ReadyCRM Manager · 60 min
Monitor caller performance and team activity in real time via dashboards.
📊CRM Audit Checklist
ReadyCRM Manager
Monthly CRM audit — keep your pipeline clean and your data accurate.
📊KPI Dashboard Template
ReadyCOO · Client success tracking
Pre-built KPI dashboard to track your program performance metrics monthly.
▶Marketing & Strategy Plan 2025
ReadyCOO
Full 2025 digital marketing and outbound strategy webinar replay.
▶KPIs & Goals Setting
MissingCOO · 60 min · Critical
How to set, track, and review your outbound KPIs monthly. Coming soon.
Recording Pending