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Getting started: What happens after I sign up for Digital Sales and Marketing Mastery?

Your first 30 days bring a flurry of activity. You'll get to know your IMPACT team and begin long-term planning with your coach's guidance.

Getting started: What happens after I sign up for Digital Sales and Marketing Mastery? Blog Feature

John Becker

Revenue and Features Editor, Co-host of Content Lab, 15+ Years of Writing and Teaching Experience

March 29th, 2021 min read

Getting started with Digital Sales & Marketing Mastery means embarking on a cultural, tactical, and strategic learning experience that will transform your business.

No doubt you’re eager to get going. Once you’ve worked with your account executive to iron out the details of your program and met your coach, you’re on the cusp of getting started. 

This article will explain what you should expect as you embark on Digital Sales & Marketing Mastery with IMPACT — who you’ll meet, when you’ll meet them, and what happens next — after you sign on the dotted line. 

To find out what to expect after the introductory time period, read here about weekly expectations once the program gets in full swing. After about 30 days or so, your Mastery program will settle into a predictable rhythm of strategy meetings, coaching and training sessions, and metric review. 

But for now, let’s take a peek behind the curtain to see what happens once your program gets underway.

After you sign on the line and submit payment

Signing your contract and submitting your initial payment sets the whole program in motion. Immediately, IMPACT team members start working behind the scenes to set up the back-end framework that allows us to service your account well. 

This means creating places for your team in Basecamp and IMPACT+, and building a schedule for your initial meetings. 

One of the main figures working behind the scenes during these first few days is Dia Vavruska, IMPACT’s director of account management.

So, what should clients anticipate in these first few days? According to Dia, clients should expect a kickoff meeting to happen within a few days, and a larger planning session within one to two weeks. 

What’s more, Dia says that clients can expect to receive homework after their kickoff meeting, including one article to review and two free courses to complete in IMPACT+. our education platform. These resources create a shared baseline of knowledge and allow for quicker progress once things get going. 

To this end, Dia recommends your having team members sign up for IMPACT+ accounts as soon as possible so they can explore the platform. That way, they can hit the ground running after the kickoff meeting. 

“Client team members who want to start exploring our learning community can get a grounding in the basics of They Ask, You Answer by checking out some free courses,” says Dia.

Within a few days of getting started, formal meetings begin with the IMPACT team, starting with the kickoff meeting to introduce you to who you’ll be working with. 

Getting to know the IMPACT team you’ll be working with

During the Mastery program, you can expect to work with several IMPACT team members: Your account executive, your account manager, your digital sales and marketing coach, and several subject matter experts who serve as trainers. 

  • Your account executive handles all of your initial conversations and makes sure we prescribe the best solutions for your business. This was the person you spoke to during the sales process.
  • Your coach works with your senior leadership team and guides you through your digital sales and marketing transformation. Your coach identifies your biggest areas for improvement and helps you set priorities. You likely met your coach during the sales process as well.
  • Your account manager coordinates the IMPACT services you need, ensuring effective communication between teams. Think of this person as your general contractor, getting everything set up and verifying that nothing falls through the cracks. You’ll meet your AM at the kickoff meeting.
  • Your trainers will help you optimize your HubSpot portal, build a content strategy, implement video in your sales process, and much more. 

By the end of your first official meeting, you will know everyone except the subject matter experts, who will work with your team once a cadence and curriculum have been established. 

Kickoff meeting cadence: Who, what, when

Within a few days of signing your agreement and submitting payment, you can expect a one-hour kickoff meeting that will be run by your coach. Your coach will go over the scope of the program and field any questions you have. You’ll also get to know your account manager, who will cover the logistics of managing your program with IMPACT.

“In the back half of that 60-minute call,” says Dia, “the account manager walks the client through operational administrative and technology tasks.” This means going over Basecamp, IMPACT+, and any other logistical information to ensure a smooth onboarding process. 

After the kickoff meeting, both teams prepare for the first significant undertaking: The four hour planning session. 

According to Dia, scheduling the planning session often depends on client availability, but it usually occurs within one to two weeks of the kickoff meeting. 

At your planning session, expect a deep dive into the current state of your company’s sales and marketing programs and goals, with a heavy focus on building a strategy (and associated priorities) that will chart your path forward. 

When does the program settle into a rhythm?

According to Dia, it will take about 30 days to feel settled in to the program. 

After the kickoff meeting and the initial planning and strategy session, you will be quite familiar with your account manager and your coach. You will have taken in a ton of information about They Ask, You Answer and started to talk about training plans, staffing needs, and more.

After that, the program will start to feel more routine. Although coaching and training sessions will be unique to your team’s needs and progress, the meeting cadence and homework assigned will begin to feel familiar.

Once you get into a rhythm, you can expect the following regular sessions.  

(Remember, the Mastery program operates in three different durations — 12, 18, or 24 months — and the one you choose will affect some meeting frequency, as noted below.)

1. Annual planning session (once a year, 2-4 hours)

Who you should bring: Your leadership team, head of sales, head of marketing

Who we bring: Your IMPACT coach and account manager

What to expect: As outlined above, your first annual planning session is a major first step in the Mastery program. If you elect to follow the 18 or 24 month plans, expect to have another one in 12 months. Each annual planning session will be a deep dive into your company’s health and goals. Your IMPACT team will utilize the digital sales and marketing scorecard to help set priorities, develop your one page strategic plan (OPSP), work on goal setting, and build a quarterly plan.

2. Leadership coaching sessions (twice a month, 45-90 minutes)

Who you should bring: Your leadership team

Who we bring: Your IMPACT coach

What to expect: Your leadership coaching sessions will focus on detailed strategic work with your IMPACT coach. You can expect to review progress on quarterly priorities, initiatives, and learning objectives. This will also be a time to address impediments and decisions your company has made. 

3. Subject matter expert coaching sessions (30-45 minutes)

Note: The frequency of these meetings depends on the duration of your program. 12 months: three meetings per week; 18 months: two meetings per week; 24 months: one meeting per week.

Who you should bring: Your HubSpot manager, content manager, videographer, or other staff as needed

Who we bring: IMPACT trainers

What to expect: These highly tactical training sessions will help your internal team develop mastery of core skills related to all aspects of digital sales and marketing. Your SME trainers will review your team’s progress and task completion, and assign lessons to ensure further skill development.

4. Quarterly planning sessions (once per quarter, 1.5-2 hours)

Who you should bring: Your leadership team, head of sales, head of marketing

Who we bring: Your IMPACT coach and account manager

What to expect: Your quarterly planning sessions will utilize both scorecard review and priority review to help you plan for your upcoming goals. You will also brainstorm priorities as you develop your quarterly plan.

To learn more about what to expect from the program, check out these resources:

The first steps on your journey

Don’t feel alarmed if the first few days or weeks of Digital Sales & Marketing Mastery feel intense. That’s by design. You have a lot to learn in the early days of the program to build a shared foundation of terminology and expectations. 

Know that dozens of companies have gone through it before you — and you can always reach out to your coach or AM if you have any questions or concerns.

You’re taking your first steps towards marketing independence and true sales proficiency. You will get there, and we’ll be with you every step of the way. 

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