Pre-Summer
Pre Summer - you can use the ClickUp Checklist for all things pre-selling! We’ve done our best to link things where you need them when you need them so the process of being an OL is as streamlined as possible.
Once we get into the summer ALL your OL resources will be in the Team Hub OL Portal. The only reason you’d use ClickUp is to view a roster of people in your org and their contact info and anything else you’d want to track for them.
All Your Resources in One Place!
🎉 Everything you need to prepare for Sales School and the summer ☀️ is now available in ClickUp! From turf management details to rooming lists, meeting templates, and much more, all your tasks and resources are organized and ready for you. Simply click here to log in and view your tasks to ensure you’re fully prepared.
Please watch the video to walk you through the necessary resources - all things ClickUp (documents and links in the comments), the team hub, and especially necessities for TURF SET UP!
Turf Set Up - Helping to offset the costs
Max eligible $500 for the first 5 people in the summer org, then $50 per any additional member – for ex, summer org of 10 people = $500 + 5×$50 = $750 (Max eligible if 100% HQs)
In order to get paid for HQs set up, you MUST email your DSL + salessupport each evening AND enter your stats into ClickUp (in your org folder). Watch the video for more information.
Emails to: DSL + salessupport@southwestern.com
Pro Tip ☝️
Use this little search box within your list. It ONLY searches things in your list.
👉🏼 Search: Turf Set Up
👉🏼 Search: Payment info
👉🏼 Search: Permit Form
You get the point. 😆
Pre-summer Dashboard
Get a “Quick-Glance” at your Summer Prep as an OL… from tasks still “to-do”, items you’ve marked completed, things you have in progress. All in one place.
This just in…
Turf map info
Training from E1 on the turf map on E-Goal Card.
Click the video below and go to minute 35 (it’s a 15 minute long demo on how to utilize the resources we have on E-Goal Card. From population, to ethnicity %s, to cities, to school districts, and more! 😄
The url for access to the map is here - https://account.southwestern.ee/summer_stats/map/turf
“A leader takes people where they want to go. A great leader takes people where they don’t necessarily want to go, but ought to be.”