Digital Advertising Services

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

UX/CRO Services

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


  • 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


  • 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

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


  • 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/Intake

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


  • 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

Avaya Module

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


  • 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

How to Reserve a Meeting Room Through Outlook

  • Steps to book a meeting room in the office via Office Outlook

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


  • 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


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

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