Account Executive

I build the quote, chase the reply, and keep the CRM honest.

Sales
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What it connects to

Sign in to each one the way you normally would. There is nothing to configure and nobody technical has to be in the room.

  • HubSpot
  • Gmail
  • Google Drive

How it starts

  1. Connect HubSpot, Gmail and Google Drive. An afternoon at most, and signing in is the whole of it.
  2. Say what the job is, in a sentence. Write it the way you would for a person who joined last week.
  3. Set the limit above which you want asking. Work stops there and waits for the person you named.
  4. Correct it out loud when it gets something slightly wrong. That correction becomes a rule, and it holds from then on.