Onboarding Documents

Set Up

• Template - Personal Contact List

• Template - Email Signature

• Business Card Information Form

• 3-Month Pre-Launch Checklist

• 6-Month Pre-Launch Checklist

• Month 0 Chair Activity List

LinkedIn

• LinkedIn Profile Optimization Worksheet

Convene Videos

• Convene Story Video

• Convene Member Experience Video

Sales Navigator Training

Resources

• LinkedIn Customer Hub

  • Resource for additional trainings or quick “how to” advice.

• Onboarding checklist for Sales Navigator

  • List of action items for Sales Navigator.

• Tips for Optimizing your LinkedIn Profile

  • Resource for how to optimize your LinkedIn profile.

• Sales Navigator - Advanced Search Training

  • Recorded training from Elise Lang, Account Manager at LinkedIn.

  • Recorded tutorial from Convene Service Center 2023

Creating Searches

• Sales Navigator Search Criteria

Smart Links

• Creating a Smart Link

LinkedIn Training