TSL Internal Resources

TSL's processes, documents, manuals, and other resources for internal use.

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Digital Advertising Services

  • About our Digital Advertising service packages
  • Process & Call Guide to kick off and manage advertising programs
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UX/CRO Services

  • About our website UX/CRO service packages
  • Process & Call Guide to kick off and manage UX/CRO programs
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Databox

  • How to setup Databox for a customer
  • Adding Dashboard Templates to a Customer Account
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Pardot

  • Special LiveSafe (Client) instructions
  • How to send an email from a template in Pardot 
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Emails, LPs, TYPs, TYEs

  • Tutorials from Hubspot on building pages, emails, workflows, forms, CTAs
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HubSpot Lists

  • Navigating in the Contacts tool and how to add contacts
  • Differences between a smart list and a static list
  • When to use smart lists and how to create them
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The Facilitation Process

  • The conference all facilitation process for BDTM
  • How to facilitate a call on the Avaya phone system
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Technical Sales Skills

  • Skills required to be successful in sales conversations with prospects
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Microsoft Teams

  • How to access/install Microsoft Teams
  • How to post messages
  • How to chat with other internal customers
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Lead Tracker

  • Overview of the Lead Tracker Excel spreadsheet
  • Definitions of LPI and KPI
  • How to enter your opportunity numbers & read your progress
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Scheduling and Work Management

  • Significance of project scheduling for TSL and customers
  • Where to locate the schedule and how to read your assigned campaigns and hours
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Flash

  • Training about flash storage
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IT Overviews

  • IT 101
  • IT 102
  • IT 103
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Cloud Computing

  • Training about cloud computing
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Channel Marketing

  • What is Channel Marketing and why do firms sell through a channel?
  • Creating a joint marketing plan
  • TSL's channel marketing services
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Whiteboard or Cartoon Video Production

  • Process and resources used to outsource whiteboard and cartoon videos to our alliance partner, The Draw Shop
  • Samples of videos created by The Draw Shop
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Content Creation

  • Information to gather from the customer
  • Project Requests for production
  • Preparation for customer intake calls
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Creating a Performance Review in ADP

  • Expectations and process steps of a performance review
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BDTM Monthly Performance Review Process

  • Expectations and process steps
  • Scheduling a review
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Typography Video Production

  • Overview of the video production process through Alliance Partner
  • Pricing and Terms
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Call Guide Development

  • Template for a call guide
  • Explanations of each section 
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Lead Report Process

  • Creating a high quality lead report through complete prospect data capture
  • Routing the lead report from creation, to QA by manager, to customer
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Customer Journey Progress Report

  • Overview of the Progress Report for CJ/OI campaign work
  • How to download the data for the report
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Introduction to Digital Marketing

Learn the basics about digital marketing.
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Project Kickoff/Intake

  • How to start a project after is it assigned to a manager
  • Internal Kickoff Call Guide
  • External Customer Kickoff Call Guide
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SEO Services

  • About our SEO service packages
  • Process & Call Guide to kick off and manage SEO programs
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Sharepoint File Setup

  • Create Sharepoint files
  • Link to Clarizen project file path
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MailChimp

  • How to Set Up a New MailChimp Account
  • Finishing Account Automation Setup & Creating a Thank You Email
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Emails, Landing Pages, Thank You Pages, Thank You Emails

  • Project Request requirements for Emails, Landing Pages, Thank You Pages (TYP), Thank You Emails (TYE)
  • How to Create a New Landing Page in Unbounce and Hubspot
  • How to Clone an Existing Landing Page in Unbounce and Hubspot
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Cigna Open Enrollment 2018

  • Presentation about Cigna benefits open enrollment session for 2018
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The Sale Process for BDTM

  • The stages of the sales process
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Mock Calls with Gatekeepers

  • Mock calls with company gatekeepers and prospects demonstrate how to best navigate common conversation scenarios
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Avaya Module

  • What is Avaya?
  • Technical terms and how Avaya works
  • Holding a conversation about Avaya
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OneDrive

  • Overview of OneDrive for all users
  • Setting up and accessing OneDrive as a BDTM
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RainKing

  • How to use RainKing, a contact list data provider tool
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Hubspot Inbound Lead Follow-Up

  • Hubspot Lead Stage acronyms
  • Responder types, notifications, and actions for BDTM
  • Overview of the CRM Dashboard, Views, Contact management
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Internet of Things

  • Training about the Internet of Things (IoT)
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Server Virtualization

  • Training about server virtualization
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Clarizen Project Setup and Assignment for Admins

  • Loading project templates that align to services sold
  • Required fields/settings for Administrators
  • Assigning a full or partial campaign to a manager
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How to Reserve a Meeting Room Through Outlook

  • Steps to book a meeting room in the office via Office Outlook
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VS Connect VOIP Phone Call Listening

  • How to initiate and use VS Connect phone call listening
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TSL Branded Digital Assets

  • Microsoft templates
  • Usage guides
  • TSL logos
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HotJar

  • How to install HotJar
  • When to use certain features
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Email Signature Update

  • Outlook email signature update steps to align with TSL branding 
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Using Clarizen Expense Sheets for POs

  • Expense Sheets Overview
  • Viewing, preparing a project for expense sheets, creating expense sheets
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Assigning Contacts in VanillaSoft

  • How to assign contacts to BDTM for calling on campaigns via VanillaSoft
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Customer Journey Final Data Report

  • Overview of the Final Data Report for CJ/OI campaign work
  • How to download and configure the data for the report
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Pricing Guidelines

  • Fee calculation standards for management/PM fees, data fees
  • Budgeting for retainer hours and services sold at a discount
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Opportunity Identification Services

  • About our Opportunity Identification (Lead Generation) services
  • Process & Call Guide to kick off and manage O.I. programs
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Leveraging an Alliance Partner

  • Who are our Alliance Partners?
  • How to work with an Alliance Partner on a project
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TSL's Own Social Media

  • How to Build the Content Repository
  • How to Schedule Out Posts
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HubSpot Workflows

  • How to Make a Lead Rotator 
  • How to Set Up Frequently Used Workflows
  • How to Set Up Lead Scoring 
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ADP

  • How to use ADP to request time off and submit your timesheet

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Contact List Development

  • What is list development?
  • Best practices for list development
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Soft Skills

  • Soft skills
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Remote BDTM Best Practices

  • Tips for success for remote internal customers
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Outlook Email for BDTM

  • Viewing your calendar, creating a calendar invite for call
  • Best practices for scheduling conference calls
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Vanillasoft

  • Overview of VanillaSoft, TSL's inside sales software and calling system
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Final Data Call

  • Review of the Performance Dashboard and metrics provided to customers
  • Best practices for data coding in VanillaSoft
  • Review of the Opportunity Tracker and facilitation notes
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Disaster Recovery

  • Training about disaster recovery
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IT Security

  • Training about IT security
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Website Optimization Wishlist Setup and Updates

  • Template for the Website Optimization Wishlist and how to create it
  • How to add recommendations to the wishlist
  • How to run the Month-End Website Wishlist Review meetings and assign out action items
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Create a TSL Internal Resource Page

• All steps to create a resource page and listing on homepage, including formatting and linking related resources

• Logging the process in our directory

 

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VS Connect VOIP Phone Service

  • About TSL’s VOIP phone service
  • Installing and setting up VS Connect
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How to Acknowledge Your Performance Review in ADP

  • Expectations and steps of acknowledgement
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TSL Culture

  • TSL Celebrates its 20th Birthday!
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Clarizen Training

  • A full index of Clarizen training resources, videos, tutorials, and guides
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 TSL Copy Style Guide

  • A guide of TSL's standards around spelling, grammar, punctuation, industry abbreviations, and more.
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Clarizen Project Setup and Budget Allocation

  • Best practices for the Clarizen project Work Breakdown Structure and required fields
  • Financial field definitions and calculations
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Clarizen Time Entry and Task Management

  • Full Work Week Time Entry
  • Task Management: Day Ahead Check Process
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Website Accessibility Requirements

Fill out this form prior to kicking off a website project

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Unbounce Landing Pages

  • How to create an LP in Unbounce
  • Setting up a subdomain