After your Performance call, your CSM builds your workspace and Ken is already briefed. This article lists what your CSM needs from you, in the order it helps most, so the first batch can go out quickly.

Before the kickoff

  • Your CSM has briefed Ken before you sign in, so your workspace already holds your company, offer and buyers.
  • Your mailboxes are Ken-managed. You do not connect a mailbox to send, and you do not set up sending domains.
  • On your first sign-in you start at Connect, then approving your first batch. See How Performance works for the whole picture.

What your CSM needs from you

Your Today list shows these tasks, so you always see the next one. Each task closes when the thing it asks for is done, not when you open it.

  1. Connect your calendar. So meetings land where you work.
  2. Connect your CRM. So the people Ken finds are checked against yours.
  3. Add Ken to Slack.
  4. Approve your first batch. The first emails wait for you.
  5. Invite your team.

Your CSM may ask for these in a different order, and may ask for more. Set up sending inboxes is also on your list. It is part of the setup, and your CSM and Ken handle it for you.

Connect your calendar and CRM

  1. On Today, open the task Connect your calendar. It closes when your calendar is connected.
  2. Open Connect your CRM. It closes when your CRM is connected.

Approve your first batch

A batch is a group of first emails that Ken writes and holds for you. You read samples, and approve the batch or send it back.

  1. Open the task Approve your first batch on Today.
  2. Read the samples. Ken picks a few emails across the batch.
  3. Approve the batch, or click Send back to Ken.

The task closes when your first batch is approved. Viewing the batch does not close it.

Your two jobs after kickoff

After kickoff, you have two jobs: approve batches in Today and take the meetings.

  • Approve batches. New batches wait in Today under Campaign batches. Approve them when they appear. A batch that waits is a batch that does not send, so check Today every working day.
  • Take the meetings. Prepare with the Prep for your meeting task on Today before each call.

If something goes wrong

  • A batch is waiting and nothing sends. Ken holds a batch until you approve it. Open Today and approve it, or click Send back to Ken.

Next: How Performance works.