Onboarding Maximizing Funding Opportunities

This page is dedicated to getting you onboard and getting funded. This is a 3- step process that will require 45 minutes to 1.5 hours of your time over the course of the next 2 to 3 weeks.
If you have any questions please, reach out to GCEOonboarding@gmail.com or contact Jon Flatt @ 512.791.8409 or Jon@jonflatt.com

Introduction:

Video Introduction to On-Boarding and Optimization

The funding flow below is what you will follow after onboarding. To be clear, below is not the onboarding process itself; it is the process you will follow after your onboarding is complete and the campaign is launched.

This process/flow is designed to optimize and obtain funding.

  1. Send opt in/connection request to investor/GCEO team/message creation tools: GCEO team/message creation GCEO outreach platform
  2. Opt in investors automatically placed in your CRM upon opt in connection. Tools: CRM/API to LinkedIn
  3. Move investors through meetings and due diligence processes. Tools: GCEO team, Jon Flatt consulting Tele conf (zoom etc.) and CRM opportunity stages
  4. Close funding (Tools: GCEO team, Jon Flatt consulting)

Onboarding

Tools Needed for Optimal Performance

  1. Calendars: Google, Outlook or any other main stream calendar
  2. Booking calendar: (We highly recommend Calendly but HubSpot and other mainstream booking calendars will work) 
  3. Teleconferencing: (Zoom, Google Meets, Microsoft teams) 
  4. Funding materials: investor deck, financials, supporting documentation. (If these are not yet complete, no worries please continue with the onboarding process) and discuss material with Jon Flatt. https://calendly.com/jflatt/30min 

Step 1

Gathering Materials and Info

  1. Please fill out the following forms below and submit 
  2. Form:  https://api.leadconnectorhq.com/widget/form/zz5gsRhB11nazHEIsEgG 
  3. Please share your materials/data room with the following email address. (need addresses here) We prefer google drive but can work with other platforms as well.
If you prefer that we create a folder for you in Gdrive and share it with you, please email us at GCEOonboarding@gmail.com (keep in mind we will own the folder)
 
Review materials and strategy with Jon Flatt

Step 2

Connecting and Using the Guardian CEO Outreach Platform

VERY IMPORTANT. PLEASE CONTACT US WHEN YOU REACH THIS STEP.

PLEASE book a time and we will get you set up @ https://calendly.com/jflatt/30min

How to see data, messaging and performance

ORP Homepage and Dashboard

ORP Campaign Tab

ORP Settings Tab

Step 3

Setting up and connecting to CRM

  1. Setting up your CRM
    We will use the information provided in your onboarding form to set up your CRM. You will receive an email from magicbullet.pro / your account manager with your login credentials.
  2. Tracking investor prospects
    Learn how to keep track of your investor prospects and stages in the Opportunity section.
    SEE video/videos below.
  3. Zoom and booking calendar setup
    If you have not already, we recommend connecting your booking calendar (Calendly) to your regular calendar (Google Calendar or Outlook) and to your conferencing platform (Zoom).
  4. If you need help with this, please see the video below:
    https://www.youtube.com/watch?v=rxcwO0s5TdU

If you have already completed this setup, please skip this step.

Ready to Launch and Optimize

You should have been assigned account manager for Technical, Operational CRM and GEO outreach questions and tasks. Please find a list below.
Ansa Jabeen: Ansa@magicbullet.pro​
Monica Quezada: Monica@magicbullet.pro  
Wesley Flatt: Wes@guardianceo.com
PLEASE: CC GCEOonboarding@gmail.com on all correspondence for the highest level of service.
For any business, performance, communication issues or to book strategy sessions, please contact Jon Flatt.   
512.791.8409
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