TSL Internal Resources

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

Show All
Filter by Topic
Filter by Role
Base-Marketing-Personas-on-Real-Clients.jpg

Digital Advertising Services

  • About our Digital Advertising service packages
  • Process & Call Guide to kick off and manage advertising programs
Base-Marketing-Personas-on-Real-Clients.jpg

UX/CRO Services

  • About our website UX/CRO service packages
  • Process & Call Guide to kick off and manage UX/CRO programs
Base-Marketing-Personas-on-Real-Clients.jpg

Databox

  • How to setup Databox for a customer
  • Adding Dashboard Templates to a Customer Account
Base-Marketing-Personas-on-Real-Clients.jpg

Pardot

  • Special LiveSafe (Client) instructions
  • How to send an email from a template in Pardot 
Base-Marketing-Personas-on-Real-Clients.jpg

Emails, LPs, TYPs, TYEs

  • Tutorials from Hubspot on building pages, emails, workflows, forms, CTAs
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

The Facilitation Process

  • The conference all facilitation process for BDTM
  • How to facilitate a call on the Avaya phone system
Base-Marketing-Personas-on-Real-Clients.jpg

Technical Sales Skills

  • Skills required to be successful in sales conversations with prospects
Base-Marketing-Personas-on-Real-Clients.jpg

Microsoft Teams

  • How to access/install Microsoft Teams
  • How to post messages
  • How to chat with other internal customers
Base-Marketing-Personas-on-Real-Clients.jpg

Lead Tracker

  • Overview of the Lead Tracker Excel spreadsheet
  • Definitions of LPI and KPI
  • How to enter your opportunity numbers & read your progress
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

Flash

  • Training about flash storage
Base-Marketing-Personas-on-Real-Clients.jpg

IT Overviews

  • IT 101
  • IT 102
  • IT 103
Base-Marketing-Personas-on-Real-Clients.jpg

Cloud Computing

  • Training about cloud computing
Base-Marketing-Personas-on-Real-Clients.jpg

Channel Marketing

  • What is Channel Marketing and why do firms sell through a channel?
  • Creating a joint marketing plan
  • TSL's channel marketing services
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

Content Creation

  • Information to gather from the customer
  • Project Requests for production
  • Preparation for customer intake calls
Base-Marketing-Personas-on-Real-Clients.jpg

Creating a Performance Review in ADP

  • Expectations and process steps of a performance review
Base-Marketing-Personas-on-Real-Clients.jpg

BDTM Monthly Performance Review Process

  • Expectations and process steps
  • Scheduling a review
Base-Marketing-Personas-on-Real-Clients.jpg

Typography Video Production

  • Overview of the video production process through Alliance Partner
  • Pricing and Terms
Base-Marketing-Personas-on-Real-Clients.jpg

Call Guide Development

  • Template for a call guide
  • Explanations of each section 
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

Customer Journey Progress Report

  • Overview of the Progress Report for CJ/OI campaign work
  • How to download the data for the report
Base-Marketing-Personas-on-Real-Clients.jpg

Introduction to Digital Marketing

Learn the basics about digital marketing.
Base-Marketing-Personas-on-Real-Clients.jpg

Project Kickoff/Intake

  • How to start a project after is it assigned to a manager
  • Internal Kickoff Call Guide
  • External Customer Kickoff Call Guide
Base-Marketing-Personas-on-Real-Clients.jpg

SEO Services

  • About our SEO service packages
  • Process & Call Guide to kick off and manage SEO programs
Base-Marketing-Personas-on-Real-Clients.jpg

Sharepoint File Setup

  • Create Sharepoint files
  • Link to Clarizen project file path
Base-Marketing-Personas-on-Real-Clients.jpg

MailChimp

  • How to Set Up a New MailChimp Account
  • Finishing Account Automation Setup & Creating a Thank You Email
Base-Marketing-Personas-on-Real-Clients.jpg

Landing Pages

  • How to Create a New Landing Page in Unbounce and Hubspot
  • How to Clone an Existing Landing Page in Unbounce and Hubspot
Base-Marketing-Personas-on-Real-Clients.jpg

Cigna Open Enrollment 2018

  • Presentation about Cigna benefits open enrollment session for 2018
Base-Marketing-Personas-on-Real-Clients.jpg

The Sale Process for BDTM

  • The stages of the sales process
Base-Marketing-Personas-on-Real-Clients.jpg

Mock Calls with Gatekeepers

  • Mock calls with company gatekeepers and prospects demonstrate how to best navigate common conversation scenarios
Base-Marketing-Personas-on-Real-Clients.jpg

Avaya Module

  • What is Avaya?
  • Technical terms and how Avaya works
  • Holding a conversation about Avaya
Base-Marketing-Personas-on-Real-Clients.jpg

OneDrive

  • Overview of OneDrive for all users
  • Setting up and accessing OneDrive as a BDTM
Base-Marketing-Personas-on-Real-Clients.jpg

RainKing

  • How to use RainKing, a contact list data provider tool
Base-Marketing-Personas-on-Real-Clients.jpg

Hubspot Inbound Lead Follow-Up

  • Hubspot Lead Stage acronyms
  • Responder types, notifications, and actions for BDTM
  • Overview of the CRM Dashboard, Views, Contact management
Base-Marketing-Personas-on-Real-Clients.jpg

Internet of Things

  • Training about the Internet of Things (IoT)
Base-Marketing-Personas-on-Real-Clients.jpg

Server Virtualization

  • Training about server virtualization
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

How to Reserve a Meeting Room Through Outlook

  • Steps to book a meeting room in the office via Office Outlook
Base-Marketing-Personas-on-Real-Clients.jpg

VS Connect VOIP Phone Call Listening

  • How to initiate and use VS Connect phone call listening
Base-Marketing-Personas-on-Real-Clients.jpg

TSL Branded Digital Assets

  • Microsoft templates
  • Usage guides
  • TSL logos
Base-Marketing-Personas-on-Real-Clients.jpg

HotJar

  • How to install HotJar
  • When to use certain features
Base-Marketing-Personas-on-Real-Clients.jpg

Email Signature Update

  • Outlook email signature update steps to align with TSL branding 
Base-Marketing-Personas-on-Real-Clients.jpg

Using Clarizen Expense Sheets for POs

  • Expense Sheets Overview
  • Viewing, preparing a project for expense sheets, creating expense sheets
Base-Marketing-Personas-on-Real-Clients.jpg

Assigning Contacts in VanillaSoft

  • How to assign contacts to BDTM for calling on campaigns via VanillaSoft
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

Opportunity Identification Services

  • About our Opportunity Identification (Lead Generation) services
  • Process & Call Guide to kick off and manage O.I. programs
Base-Marketing-Personas-on-Real-Clients.jpg

Leveraging an Alliance Partner

  • Who are our Alliance Partners?
  • How to work with an Alliance Partner on a project
Base-Marketing-Personas-on-Real-Clients.jpg

Adding/Creating a Subdomain

  • How to create a subdomain 
  • Add your domain to Unbounce account
Base-Marketing-Personas-on-Real-Clients.jpg

TSL's Own Social Media

  • How to Build the Content Repository
  • How to Schedule Out Posts
Base-Marketing-Personas-on-Real-Clients.jpg

HubSpot Workflows

  • How to Make a Lead Rotator 
  • How to Set Up Frequently Used Workflows
  • How to Set Up Lead Scoring 
Base-Marketing-Personas-on-Real-Clients.jpg

ADP

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

Base-Marketing-Personas-on-Real-Clients.jpg

Contact List Development

  • What is list development?
  • Best practices for list development
Base-Marketing-Personas-on-Real-Clients.jpg

Soft Skills

  • Soft skills
Base-Marketing-Personas-on-Real-Clients.jpg

Remote BDTM Best Practices

  • Tips for success for remote internal customers
Base-Marketing-Personas-on-Real-Clients.jpg

Outlook Email for BDTM

  • Viewing your calendar, creating a calendar invite for call
  • Best practices for scheduling conference calls
Base-Marketing-Personas-on-Real-Clients.jpg

Vanillasoft

  • Overview of VanillaSoft, TSL's inside sales software and calling system
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

Disaster Recovery

  • Training about disaster recovery
Base-Marketing-Personas-on-Real-Clients.jpg

IT Security

  • Training about IT security
Base-Marketing-Personas-on-Real-Clients.jpg

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
Base-Marketing-Personas-on-Real-Clients.jpg

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

 

Base-Marketing-Personas-on-Real-Clients.jpg

VS Connect VOIP Phone Service

  • About TSL’s VOIP phone service
  • Installing and setting up VS Connect
Base-Marketing-Personas-on-Real-Clients.jpg

How to Acknowledge Your Performance Review in ADP

  • Expectations and steps of acknowledgement
Base-Marketing-Personas-on-Real-Clients.jpg

TSL Culture

  • TSL Celebrates its 20th Birthday!
Base-Marketing-Personas-on-Real-Clients.jpg

Clarizen Training

  • A full index of Clarizen training resources, videos, tutorials, and guides
Base-Marketing-Personas-on-Real-Clients.jpg

 TSL Copy Style Guide

  • A guide of TSL's standards around spelling, grammar, punctuation, industry abbreviations, and more.
Base-Marketing-Personas-on-Real-Clients.jpg

Clarizen Project Setup and Budget Allocation

  • Best practices for the Clarizen project Work Breakdown Structure and required fields
  • Financial field definitions and calculations
Base-Marketing-Personas-on-Real-Clients.jpg

Website Accessibility Requirements

Fill out this form prior to kicking off a website project