TSL Internal Resources Homepage

Digital Advertising Services

About our Digital Advertising service packages
Process & Call Guide to kick off and manage advertising programs

Web Content Starter and Retainer Services

About our website content starter and website content retainer service packages
About previous UX/CRO services
Process documents, templates, examples

Pardot

Special LiveSafe (Client) instructions
How to send an email from a template in Pardot

Hubspot Inbound Lead Follow-Up

Hubspot Lead Stage acronyms
Responder types, notifications, and actions for BDTM
CRM Dashboard, Views, Contact management

ADP

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

The Facilitation Process

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

Technical Sales Skills

Skills required to be successful in sales conversations with prospects

Microsoft Teams

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

Lead Tracker

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

Flash

Training about flash storage

IT Overviews

IT 101
IT 102
IT 103

Cloud Computing

Training about cloud computing

Channel Marketing

What is Channel Marketing and why do firms sell through a channel?
Creating a joint marketing plan
TSL's channel marketing services

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

Content Creation

Information to gather from the customer
Project Requests for production
Preparation for customer intake calls

Creating a Performance Review in ADP

Expectations and process steps of a performance review

BDTM Monthly Performance Review Process

Expectations and process steps
Scheduling a review

Typography Video Production

Overview of the video production process through Alliance Partner
Pricing and Terms

Call Guide Development

Template for a call guide
Explanations of each section

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

Customer Journey Progress Report

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

Introduction to Digital Marketing

Learn the basics about digital marketing.

Project Manager Role and Expectations

Role of the PM
Communication with customers
Expectations for work output and timing

Customer Journey Management

Campaign overviews
Setup and production process and duties
Performance analysis
Wrap-up

Project Kickoff & Strategy Planning

Kickoff Process
Strategy Planning Process Guide
Internal Kickoff Call Guide
Customer Kickoff Call Guide

SEO Services

About our SEO service packages
Process & Call Guide to kick off and manage SEO programs

Sharepoint File Setup

Create Sharepoint files
Link to Clarizen project file path

MailChimp

How to Set Up a New MailChimp Account
Finishing Account Automation Setup & Creating a Thank You Email

Landing Page Workflow Assets

Project Request needs for Emails, Landing Pages, Thank You Pages (TYP), Thank You Emails (TYE)
How to Create and Clone in Unbounce and Hubspot

Internal Customer Benefits

Resources around health plans and other benefits available to TSL Internal Customers

The Sale Process for BDTM

The stages of the sales process

Mock Calls with Gatekeepers

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

OneDrive

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

Hubspot Builds

Tutorials on building blogs, pages, emails, workflows, forms, CTAs, UTM Tracking URLs

Internet of Things

Training about the Internet of Things (IoT)

Server Virtualization

Training about server virtualization

Clarizen Project Setup and Assignment for Admins

Create and assign new projects, reassign existing to new manager
Required fields/settings for Administrators

MS Office Outlook Tips

View Shared Calendars

VS Connect VOIP Phone Call Listening

How to initiate and use VS Connect phone call listening

TSL Branded Digital Assets

Microsoft templates
Usage guides
TSL logos

HotJar

How to install HotJar
When to use certain features

Email Signature Update

Outlook email signature update steps to align with TSL branding

Using Clarizen Expense Sheets for POs

Expense Sheets Overview
Viewing, preparing a project for expense sheets, creating expense sheets

Assigning Contacts in VanillaSoft

How to assign contacts to BDTM for calling on campaigns via VanillaSoft

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

Pricing Guidelines

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

Contact Data Setup

Data request parameters and process
Zoom or TSL data list
Client-provided list matching

Survey Campaign Management

Campaign overviews
Setup and production process and manager duties
Production and Wrap-up

Opportunity Identification Services

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

Leveraging an Alliance Partner

Who are our Alliance Partners?
How to work with an Alliance Partner on a project

TSL's Own Social Media

How to Build the Content Repository
How to Schedule Out Posts

HubSpot Workflows

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

HubSpot Contacts and Lists

Navigating in the Contacts tool and how to add contacts
Differences between a smart list and a static list
How to create and use smart lists

Contact List Development

What is list development?
Best practices for list development

Soft Skills

Soft skills

Remote BDTM Best Practices

Tips for success for remote internal customers

Outlook Email for BDTM

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

Final Data Call

Review of Performance Dashboard & metrics
Standards for coding in VanillaSoft
Review of Opportunity Tracker & facilitation notes

Disaster Recovery

Training about disaster recovery

IT Security

Training about IT security

Website Optimization Retainers

Process to run retainer each month (Calls and Clarizen management)
Template for the Website Optimization Wishlist and how to create and update

Create a TSL Internal Resource Page

Create a resource page and listing on homepage, formatting and linking related resources
Log process in our directory

VS Connect VOIP Phone Service

Installing and setting up VS Connect

How to Acknowledge Your Performance Review in ADP

Expectations and steps of acknowledgement

TSL Culture

TSL Celebrates its 20th Birthday!

Clarizen Training

A full index of Clarizen training resources, videos, tutorials, and guides

TSL Copy Style Guide

A guide of TSL's standards around spelling, grammar, punctuation, industry abbreviations, and more.

Clarizen Project Setup and Budget Allocation

Best practices for the Clarizen project Work Breakdown Structure and required fields
Financial field definitions and calculations

Clarizen Time Entry and Task Management

Full Work Week Time Entry
Task Management: Day Ahead Check Process

Website Accessibility Requirements

Fill out this form prior to kicking off a website project

Unbounce Landing Pages

How to create an LP in Unbounce
Setting up a subdomain

Digital Audits

How to run RavenTools high-level SEO audit for early sales value add
Diagnostic scoping audit to inform new proposals