Day 1 - Kick Off and Unlocking Admin Access by Divya Sharma

Hubspot notes

2023-07-04 04:41:04 UTC

Adding hubspot notes and gathering info from sales POC

2023-07-04 04:41:12 UTC

Go through the sales handover on hubspot. GO through the school website

Practices

2023-07-04 04:41:26 UTC

Checking information from Hubspot - email thread, notes
Checking school website

2023-07-04 04:41:30 UTC

Try to get as much context from email threads Hubspot and school website.

Try to get maximum context from sales and their website

2023-07-04 04:41:31 UTC

Prior to kickoff

2023-07-04 04:41:40 UTC

1. Check website
2. Check IBO (For IB authorised schools)
3. Check hubspot
4. Follow up with sales buddy for more clarification
5. Fill implementation plan with the available information

2023-07-04 04:41:46 UTC

Hubspot,website of the school

2023-07-04 04:41:52 UTC

1. Take context from Sales
2. Update from hubspot
3. Check the school website
4. Pre-fill the sheet with relevant data

Hubspot & School website

2023-07-04 04:41:55 UTC

ananyasikka — 2023-07-04 04:42:02 UTC

Check:
1. Hubspot
2. School website
3. Sometimes, LinkedIn
4. Fill relevant information in the Implementation Plan

Checklist for Kick off

2023-07-04 04:42:03 UTC

- Order form
- Any notes from Sales.
- Pain points
-- IBO (If the school is authorised
- Website.
-

Check the school website, ibo website, hubspot info, sales handover, conversation with Sales POC

2023-07-04 04:42:08 UTC

Kickoff to-dos:

2023-07-04 04:42:45 UTC

STALK THEM ON HUBSPOT.
Go through the emails exchanged between the Sales POC and School POC.
Go through the school's website.
Gather as much information as I can from the sources available.

2023-07-04 04:42:58 UTC

Checking Hubspot, Gather info from Sales POC regarding add ons
Having a look at the website.
Check IBO
Add basic details to implementation and roster.

Changes

2023-07-04 05:39:27 UTC

I will incorporate my action items in Toddle Notes section.

New kickoff To-do:

2023-07-04 05:48:37 UTC

STALK THEM ON HUBSPOT!
Go through the school's website.
Gather the context of timelines and migration information from the sales team.
Go through the integrations to be done.
Keep calm at all times!
Go over timelines that can be promised.
Take effective notes on the Implementation plan itself (all notes to be in one place)
Assure the school that the buddy will be with them throughout their Toddle Journey.

Reflection

2023-07-04 05:48:46 UTC

1. Explain milestones precisely
2. Set an expectation that this might take longer and might look like too much info, but it's important.
3. Take notes that I can refer to later
4. Practice and explain the new training module well

Things to do:

2023-07-04 05:54:26 UTC

1) Take the school POC through the first tab and get clarity on all their dates
2) Try to get to know their team a little better in order to put a better training plan together
3) Take short notes on the sheet

ananyasikka — 2023-07-04 05:58:40 UTC

Setting expectations- Toddle + School
Framing the call
45 days--this is new for me!
Making relevant suggestions- dates for setup and training
Cross/upsell other programmes/modules
MB Subscription end-check

2023-07-04 06:00:55 UTC

- Be flexible with the training order
- Since the implementation plan seems very overwhelming at first glance, buddy was able to reassure the school that they will be with them throughout this process
- Checking with the school mid-meeting to see if this is too extensive or should they continue

2023-07-04 06:00:57 UTC

1. Call out milestones.
2. Approach academic set up and progress reports as a collaborative process which needs to be achieved.
3. Asking for samples
4. Doing your homework helps
5. I would want a list of all documents that I could use for learning about different SIS, LMSs and how we can transfer data.
6 Keeping calm when you cant control things.

Takeaways:

2023-07-04 06:01:13 UTC

Pausing every now and then for the school to share what's on their mind.
Making notes for yourself under Toddle notes
Ask for samples for unclear elements

Reflection

chandni15 — 2023-07-04 06:03:20 UTC

1. Explaining the need of each and every tab clearly
2. Sharing the best practices in terms of timelines, what works for the schools
3. Clear Action items in Toddle Notes action
4. Ask Progress report samples
5. Reassurance at every point.

2023-07-04 06:04:35 UTC

be transparent, assure timelines when you can, accommodate changes yet actively make suggestions/recommendations

Reflection

2023-07-04 06:04:59 UTC

1. Marking the dates for each Milestone
2. Adding links to docs ahead of time
3. Clear notes
4. Asking questions in between

2023-07-04 06:06:51 UTC

Effectively explaining milestones (and making sure it's achievable)
Trying to get as much context on the teachers' experience and mindset in order to plan the training session

2023-07-04 06:08:17 UTC

know more about the resources, articles that can be shared with the school

Reflection

2023-07-04 06:11:15 UTC

Emphasis on milestones.
Adding notes and capturing key information.
Asking for samples.
Data transfer discussion was handled very well.

2023-07-04 06:11:30 UTC

1-Be transparent about genuine timelines
2-Ask for samples to help understand better
3-Make better use of Toddle Notes section
4- Check for other accreditions and subscription ends (whenever transfer is involved)

Reflect

2023-07-04 09:09:06 UTC

- Loved the pre-call preparations.
- Toddle notes in implementation plan.
- The Implementation itself!

Reflection 3

2023-07-04 09:10:12 UTC

- Being unsure of certain elements , the script helped clear a lot of doubts.
- Certain prep to be done on the Platform before the call. Checklist of items that need to be added.

2023-07-04 09:10:25 UTC

This activity has been very helpful as a Toddle newbie! It's actually the first time I'm doing this so it is a good practice for me. I'm basically starting as a blank slate so I'm trying to note all the comments and suggestions I'm hearing from everyone <3

Reflection

2023-07-04 09:10:53 UTC

Really really helpful to get on and practice training sessions - differentiate what to say and what not to say, what should be prepared before the call and basically be ready with the training. Allowed myself to be more comfortable in navigating through the platform

2023-07-04 09:11:34 UTC

I like how I have the freddom to really show what thwe platform is capable of rather than it being a simple walkthrough.

Reflection

chandni15 — 2023-07-04 09:12:00 UTC

1. Setting up the Toddle Platform with unit plans, evaluation criteria, Scope and sequence, will help me with the train the schools better.
2. The script is quite handy and updated as per the platform, which is really helpful.

Reflection

2023-07-04 09:15:48 UTC

The preparation checklist is very helpful.
Using the proper terms to explain the platform.

2023-07-04 09:24:24 UTC

During sales if we can pitch about the extensive trainings so we get sufficient time for the coverage and ensure they are well-versed with the platform

Thing I can do better from now on:

2023-07-04 09:25:45 UTC

- Pre-call prep (very useful and cuts the meeting session shorter)
- Guide gave me reassurance that I'm doing everything correctly

considering schools do not give time - Can we pitch new training module through sales?

divyasharma17 — 2023-07-04 10:29:23 UTC