“Functional Medicine StoreFront Walkthrough”
Garima, Andrew
Tuesday 9-10am CT
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5-step Sales Process: Cold Call, Discovery Call, Deep Dive, Contract Out, Deal Closed
Andrew, Tristan
Tuesday, by EOD
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“IT Specialist Meet and Greet”
Cristo, Andrew
Tuesday 10-10:30am CT
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Log mock lead in HubSpot (dark/light green leads); confirm Salesforce, Gong, Seismic setup
Andrew, Tristan
Tuesday, by EOD
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“Intro to Customer Success Team”
Vishal, Andrew
Tuesday 12-1pm CT
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“Summer 1:1 Orthopaedics Sales Focus”
Summer, Andrew
Tuesday, 2-3pm CT
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Begin Pipeline Build (50% self-sourced via ZoomInfo, 50% SDR leads); forecast 35 deep dives/quarter; goal: 8 leads by Day 10
Andrew, Tristan
Wednesday, by EOD
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“Care Orchestration Workflow Deep Dive”
Abhisheck, Andrew
Wednesday, 10-11am CT
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Review pipeline rules: split overlap credit, reassign dormant accounts (>1 month)
Andrew, Tristan
Wednesday, by EOD
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Patient Journey Walkthrough Connected to Steer Solutions
Andrew, Tristan
Wednesday, by EOD
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Draft Steer Sales Pitch
Andrew
Wednesday, by EOD
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