Triangle+Tasks+-+RCC

Individual Task Managed by Talent Team Version: 08/30/2013
 * Recruit Circle of Clients **

toc This page gives in depth instruction for the Recruit Circle of Clients Task.
 * Purpose of this Page **

Triangle Team Leader/Mentor: Wendy Bingaman Triangle Assistant Team Leader: Heather Clarke Triangle Email: media type="custom" key="23630696"
 * Triangle Contacts **

Recruit Triangle Wikipage Directory

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Recruit Circles of Clients
(See below for more details.) ||  || Follow directions carefully. This Task is made up of three parts: Research, Marketing and Documentation.
 * Billable Task Time: ||  || 2 hours ||
 * Submit Task to: ||  || triangle@lifebushido.com ||
 * Subject: ||  || New Hire - FirstName LastName - Recruit Circles of Clients ||
 * Task Information:
 * Research - Identify and compile a list of entrepreneurs or Real Estate Agents in a spreadsheet. This is your Recruit Circles of Clients.
 * Marketing - Using the suggested email templates, send offers to your Recruit Circles of Clients.
 * Documentation and Systems Improvements - Submit your report answers along with your Recruit Circles of Clients. ||

Task Overview
If you have questions/comments after reviewing this information, please send an email to triangle@lifebushido.com with Subject: Priority - Recruit Circles of Clients.
 * NOTE: Keep a copy of this completed Task. If you are hired in the next month's hiring cycle, you will need to forward this Task to New Hire (according to New Hire process).
 * NOTE: Global Recruits should skip this Task.
 * Read this entire page before taking any action.
 * There are 3 parts to this Task. Please review instructions for each part carefully.

** Goals - Recruit Circle of Clients **

 * Ability - Allow Lifebushido job applicants to demonstrate their skills and proactive efforts to enhance their chance of being hired by Lifebushido.
 * Awareness - Make hundreds of small US business entrepreneurs interested in Lifebushido by providing free tools and services to grow their business.
 * Assist - Help Lifebushido job applicants identify future potential clients for Lifebushido. This will become part of your Circle of Clients and will possibly help you to quickly build work hours once hired.
 * Over 300 job applications are received monthly by individuals seeking virtual work from Lifebushido. Our current growth rate only allows us to hire about 10 people per month, less than 10% of job applicants.
 * We continually improve our systems to give strong job applicants with a proactive, work spirit to show us what they can do.

Part 1 - Research Criteria
Lifebushido provides part-time virtual assistant services and a variety of free services to small business entrepreneurs to help them grow their business. We do this both as a general free public service and also to spread awareness of Lifebushido with the goal some of those entrepreneurs may do business with Lifebushido in the future. Our free services include Goalbushido, Lessons Learned, Bookbushido, Time Management and more.
 * @Recruit Circle of Clients - Small Business Entrepreneurs - See below for details on finding, identifying and contacting real estate agents.
 * NOTE: If you know friends, family or local business owners who are small business entrepreneurs, contact them directly.
 * Identify 15-20 top real estate agents in your area, or an area near a bigger city, in order to reach 10 agents live on the phone.
 * As you research, create and save an Excel spreadsheet with the following fields: Salutation (Mr./Ms.), Firstname, Lastname, Title, Company (Firm), Address, City, State, Zip Code, Phone, Email Address, Firm Website, Comments, etc.
 * Here is a template you can use to document the clients you find and instructions for use:[[image:http://www.wikispaces.com/i/mime/32/empty.png caption="RCC Spreadsheet Template1.xltx"]][[file:lifebushido/RCC Spreadsheet Template1.xltx|RCC Spreadsheet Template1.xltx]]
 * Open the template
 * Once open, you can enter the information needed under each column header. Each row (across) will be for one person. For example, underneath the "Salutations" header you will enter Mr. or Ms. accordingly. Under "First Name", enter the agent's name.
 * To get to the next cell in the row, hit tab, or click the next cell.
 * To get to the next cell in the column (up and down) hit enter, or click the cell.
 * If your information overflows and can't be seen when you click on another cell, click on said cell and then click "Wrap Text" in the alignment section at the top of Excel. This will make your text visible.
 * If you want to lengthen a cell in the row, hover over the right border of the very first cell in the column (it will be a letter, A-B-C-D, etc.) and the arrow should change to a cross-hair with arrows to the left and right. Click and hold, then stretch as much as you need to.
 * Make sure to save often.

Part 2 - Marketing Criteria

 * Lifebushido has a major focus on real estate agents via our Best Agent Business brand. When contacting real estate agents, use Best Agent Business, not Lifebushido.
 * Recruit Circle of Clients - Email Offers for Entrepreneurs - See wiki for additional marketing details, suggested email templates and free offers to send.
 * Email Offers should be sent To: [Recruit Circles of Clients list] and Bcc: rcc@lifebushido.com.

Part 3 - Documentation and Submission Criteria
Send email To: rcc@lifebushido.com Cc: triangle@lifebushido.com.

Emails should only be sent Monday through Friday, 8:00-5:00 EST. Subject line: Triangle Name - Recruit Circles of Clients - FirstName LastName (Example: Creative Spark - Recruit Circle of Clients - Steve Kantor)
 * In the body of your email, it should:
 * State the number of emails you sent.
 * Clarify how you chose those Agents to contact.
 * Track time spent on reading instructions, doing research, and sending emails and report how the 2 hours was split among those 3 aspects.
 * Make suggestions of how to improve this system and Task in terms of steps and overall impact of purpose.
 * Rate task A, B or C on how much you liked doing this type of Task and explain why. This is to help us with unique talent fit.
 * Attach a PDF of your Recruit Circle of Clients contacts from Part 1 - Research Criteria.

Optional - Call Entrepreneurs Call entrepreneurs to provide offers and offer optional free call with Steve Kantor for business mentoring.
 * NOTE: This requires authorization first. If you are interested in this option, see Recruit Salespeople for additional steps. These steps are being modified, so if unclear, please email.
 * If you are applying as a Caller, Sales Caller, or Leader and want to show us your proactive leadership skills, these are steps for calling entrepreneurs. This is not required or advised unless you fit those roles.
 * This is in trial phase.

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