How do I schedule additional training in Ricochet?

Subject

Applies to: All users
Purpose: Direct links to trainings
Location in Ricochet: N/A

Description

This article provides direct links and a description to support users to schedule training.

Resolution

If you want to know more about Workstation Setup and User Success Suite, please check this article: https://speedtocontact.freshdesk.com/support/solutions/articles/5000900149-schedule-workstation-setup-and-user-success-suite

102 Live User Training

https://calendly.com/d/cmqc-yn3-c7w/ricochet360-live-user-training-102

Keywords/Questions:

My team has been using the system for a while and we want to learn more.

Is there more training available?

Description:

This training is for companies who have been using Ricochet360 for at least 2-3 weeks. If you have just started using the platform, please sign up for the Initial Live User Training instead.

Please use the option to invite all of your guests from the Calendly window -or- have ONE user from your account sign up for a time and share the invitation with their colleagues.

What to expect in this training:

-Statusing updates

-Using tasks correctly

-Lead tags

-Lead assignment (from live calls)

-Local Presence vs manual dials (if utilized in the account)

-Best calling practices

-'Help' button

Optimization Training

https://calendly.com/d/cq8r-psw-sky/ricochet-optimization-meeting

Description:

This complimentary 30-minute Zoom meeting is designed to help you get the most out of Ricochet360 by reviewing your system performance, lead engagement, and dialing strategy.

We offer these optimization calls at key milestones in your journey:

2 Weeks

Day 30

Day 60

Day 90

And quarterly thereafter (every 3 months)

What to expect from this training:

-Review your contact rates and lead prioritization

-Identify areas for improved efficiency

-Provide recommendations based on best practices

-Answer any questions about your current setup

This is a great opportunity to ensure you're on track and making the most of Ricochet360's features and automation.

Gmail Domain Setup Training

https://calendly.com/d/yn5-h6y-jv5/gmail-domain-email-setup-for-automation

Keywords/Questions:

I need to set up my email.

I have questions about email marketing.

Are you an agency owner or manager?

Do you have access to a Google or Outlook email?

Description:

This training is for ADMIN ONLY. 

This is to set up a Google Workspace/domain and add your users. If you already have a Google domain or are a user, you can join live Zoom support at anytime and we can help set up your integration. You do NOT need a meeting to set up the integration.

SMS Configuration Training

https://calendly.com/kristiw-2/sms-configuration

Keywords/Questions:

I need to set up texting.

I have questions about texting.

What to expect from this training:

Website opt-in language for SMS approval.

SMS best practices.

What to expect with texting in Ricochet.

This will bring you to our virtual office, if anyone asks please let them know you are here for Kristi!