- Linkdin filters for leads

- How to find email

* paid is always worth it
* Hunter.io - type the search bar andyou can save it as a lead . Has extention as
well
* appolo.io - search on the leftside and then save your lead and preverifies the
contact as well , also is for free
-------------------------
Web research - Boolean searching
- Meta Engines
* webcrawler - Data from different search engine just like google scholar
* Yippy - Clustered data on the left hand corner
* Brainboost -
- Search engines
Advanced search
- and - Finding 2 words
- quotation marks - Finding the exact phrase
- or - Accepting couple of words
- Minus - excluding the words
- Plus - Synonyms or other versions
----------------------------
Crap test
C - Currency: The timeliness of the information.
· When was the information published or posted? Revised or updated?
· Does your topic require current information, or will older sources work as
well?

R - Relevance: The importance of the information for your needs.

. Does the information relate to your topic or answer your question?
· Who is the intended audience? / an appropriate level?

A - Authority: The source of the information.

· Who is the author/publisher/source/sponsor?
· What are the author's credentials or organizational affiliations?
. Is the author qualified to write on the topic? / contact information?

A - Accuracy: The reliability, truthfulness and correctness of the content.

· Where does the information come from? / supported by evidence?
. Has the information been reviewed or refereed?
. Does the language or tone seem unbiased and free of emotion?

P - Purpose: The reason the information exists.

. What is the purpose of the information? Is it to inform, teach, sell, entertain
or persuade?
--------------------------
Citing a source
Author
Address
Date
Link
Copyright free
*******************************
Asana Training for Beginners
Stewart Gauld - Video
Free up to 15 peaople
When you set up your 1st project
- Pen and aer is always a choice for format
- It would have 3 sections
* Project > SEctions > Task
 * Put in work / Project
* Choose task
* You would have 3 sections basics are to do, doing and done
* Select your layout you would have list, board , timeliane and calendar
- You can continue in your limited version
2. Create your team
Add team ( departments) - Put in the description and member emails and you will
have one option on the free plan which is membership by request.
- You have to invite people and select a team where you want them to join and
select the project you want them to work on and then add their email address.
- You can select the team and add a project , you will have a template for the
project they will be working on
- you can select the layout now and the privacy
- Under the project you can add task and sections of the project
- Timeline is only available on paid version
---------------------------------
Trello
Creating your 1st board
- Click plus button and give a name for the board , this would represent a project
or to do list
- You can select a background and select a privacy
- Create a workflow > Stages is called list in trello > Todo,doing and done but you
can add as many list as possible , if you want to change the order click and drag
- Cards , under ideas you can put in the cards which is also tasks , can also be
dragged and dropped to the sectios
- When you click the cards , you can change the name of the card and put in
description. You can also add a sub task inside the cards section which can track
the progress of the task. You can also add labels which would be same as how you
label your emails. When you click on the color of the label it would show you what
the label is for. You can aslo add a due date which would act a notification . You
can also add an attachment.
- Top right hand corner you can search for cards, filter by labels , as well as due
date. you can select x on the select icon if you want to remove the filter
- Powerups , can provide you more features on trello which are connected app to
trello.
- You can always archive all the done projects and task .
-----------------------------
Monday.com
Free plan available 2 users , automations and columns
- Templates are available once you log in
- You will have one main workspace
- You can add , and then add your folder to differentiate your client and add
another folder for your crm
- When you create a board you can set main , private nd or shareable then create
board
- Boards can be broken down to elements Boards > Groups ( Phases, stages or
timeframes )> Items ( Task , campaigns & Features )> Sub items
- You can create your Secription and titles for the Groups , you can add groups to
the projects depending on your needs
- You can click and drag the items in the groups
- You can click the item and put in a title and the description
- add Items : Task
- Columns : You can add columns Person , status and date
- Add sub item is also task
- You can add view Calendar view,
- Automate ( no access for free plan) Automate behavior of the boards
CRM - You can create board in folder which would show you a template
-------------------------
Click Up
Home
Notifications
Goals
Spaces - Team spaces can be seen on leftpart of screen and you can see the the
projects and the task,
Projects - Can you also see task and add description to a task , add team meber, to
do list and check list , add attachments. There is also a time , task is created
and put in slash and put in command , you can also put in and set status of the
task , there will be a notification if there is still comments.
- You will be able to see different views , calendar ,table ,board and list
Dashboards
Home screen - You can see agenda on the upper right hand corner of the page and
mentions as well, you can also see a calendar
- You will be able to see favorite
- you will have a dock where you can add a notion
- There will be a view to see assigned to me emails and task
- Goal can also be created on the home page , can be private and or can be a
workspace, i would show a target and the progress of the goal , you can also edit
what type of target it would be , you can share it as well
- You can see your profile on the upper right hand corner under goals if you are
checking the task and goals
----------------------------------
Airline booking
Kayak - Price trends forecast feature
You will see a feature " Our ADvice" which would show if price would go high or
down but is not always perfect.
- When you click on dates it would show a highlight if the flights will be high or
low.
Flight Google - It would allow you to search depending on your flight needs . They
have price alerts to monitor upcoming travel. you have a toggle where you will
receive an email how that specific flight price is.
- Will not include budget airlines
Momondo - Budget airlines would be included in the search.
Google Matrix - Complicated , do not use for standard tickets.
- Will have options to searches on a more detailed version of the flights
-------------------
Zoom - 100 participants
- 1 : 1 meeting
- Unlimited
- 40 mins limit
Meetings - Schedule a meeting , previous meeting , personal meeting
PRofile - You details
- You can add somebody if there is still on a meeting
- You can manage your back ground using startvideo up
----------------------------------
Create a naming convention - Is a consistent file name for electronic records.
Its purpose is to :
1. Document content
2. Status
3. Is it a record?
Naming Elements
1. Contract code
2. subject
3. Date
Separated by underscore
- No special characters
- ISO date standard Year month date
Revision control
- Use letters for Revisions ex: RevA
- Use Rev0 means it is final
- Save as pdf
1. What the document is about
2. drating status
3. If the documents is in use
-------------------------------------
Minutes of a Meeting
1. Tips
2. Template
3. Langauge
4. Tips
- Keep it simple
- Use bullet points
- Ask for clarification
- Don't include unnecessary information
- be objective
- be well prepared
Template
Meeting objecive
Called by
Date
Time
Location
Agenda
Atendees
Absent

Meeting from the last meeting Notes

Agenda item notes
Key decision made
Action Items > Owner > Deadline
Items to be held over notes
Any other business (aob)
Summary of the key decisions made
Summary of the action points
Next meeting
Date
Time
Location
- Completenotes and clarify
- Proofread
- Send to meeting leader
- Send out meeting minutes as asoon as possible