Documentation

Do you document your processes to help a newbie with a smooth transition?

Attached poll
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๐Ÿ‘‘ Sales Strategy
๐Ÿ‘ฅ Hiring
6
poweredbycaffeine
WR Lieutenant
1
โ˜•๏ธ
Notion is the source of truth for documentation for our company. If it's not in Notion then it's probably a lie.
Ace
Arsonist
0
CEO
Haha I am starting to live by notion too. Both for work and personal
stanrym
Valued Contributor
0
CEO
I'm a fan of documenting in Google docs. I have everything in there. From my best scripts to my life-long mistakes.
Ace
Arsonist
1
CEO
That's awesome. I have notion for the same. I just started on the notion so hoping to have a good stack as I live my life
stanrym
Valued Contributor
1
CEO
bonus points if you not only document your sales process but also your life. Can't recommend enough just writing down your mistakes so you can ACTUALLY learn from them
Ace
Arsonist
0
CEO
This is true. I have a page on notion called My stories. I document my lie there in an organized way. A great skill that I've recently taken up. Thank you so much :)
stanrym
Valued Contributor
0
CEO
can't imagine how much life would be easier if you could see someone's mistakes written in a google doc
Ace
Arsonist
0
CEO
100%. Maybe when the WR introduces the DM feature, we could share notes :)
JdgDredd
Good Citizen
0
AVP - Sales
Google docs for me too! was part of the job when I was designing sales processes
Ace
Arsonist
0
CEO
That's awesome. I've just now realized the importance of sales documentation lol. Too late to the game
CuriousFox
WR Officer
0
๐ŸฆŠ
Yes but I type everything into Word from my notebooks to help them out.ย 

We were all new once, and I will always pay it forward.ย ย 
Ace
Arsonist
1
CEO
Amen to that. Good mindset
goose
Politicker
0
Sales Executive
Tough one, Ace. ย I document my process but I'll only share findings if someone asks. ย Everyone has to blaze their own trail but if they can benefit from a nudge I'm happy to help.
Ace
Arsonist
1
CEO
Yes this makes sense.
8

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Question
12
1

Who should be deciding on CRM tool/Prospecting tool/Lead Management process?

Question
9
Who should be deciding & finalising these ?
64% Senior Management
36% Client facing teams
22 people voted
11

Is an Intent Data tool worth it?

Question
15