🤏 3 small changes that could scale your sales and business

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This week’s must-reads:

• Playbook 2024: Our expert speaker on personal branding.
• A template that outlines your promotion guidelines for employees.
• Bringing the power of training paths to Trainual.
• How small changes can mean the difference between scale and stagnation.

PERSONAL BRAND WINS

Playbook 2024: Meet Goldie Chan

Psst: Want more eyes on your company? Need to stand out in a crowded industry? The way to get there is through personal branding. 

But the path to a relatable and unforgettable personal brand isn’t a straightforward one. If you’re ready to get your name out there, then we have someone we’d like you to meet at Playbook 2024…

Say hello to Goldie Chan, award-winner, writer, speaker, and cancer survivor. As an expert in branding and storytelling, Goldie is joining us at Playbook to share her guide to building, growing, and sustaining the sort of magnetic personal brand that attracts the right people — and opportunities. 

So, if you’re looking for some expert advice on your future personal brand, alongside a star lineup of big business brains who’ve been there, crushed that, we’ll see you at Playbook! Here’s what you need to know:

📅 November 12-14, 2024.

📍 Warehouse 215 in Phoenix, AZ.

Need hotel recs? The full agenda? A look at our other speakers? Find it all here. Now all you gotta do is…

Register for Playbook 2024!

STARTER PACK

Template of the week: Employee Promotion Policy

Gone are the days when “just working hard” could get you a promotion. It’s vague, it’s misleading, it’s just. Plain. Boring.  

You’ve got some high achievers on your hands, and they want to know that they can reach the next level of their careers with you — along with the comprehensive and documented way they can do that. 

👉 Which is why you need to equip your training manual/employee handbook/business playbook with an Employee Promotion Policy. Use this template to outline your unique requirements for eligibility, thoughts on performance evaluations, and everything else that will help your team reach their full potential (and ultimately drive business success).

‍Check out our entire template archive of free and customizable policy, process, and role starters. New to Trainual? Get a demo.

TRAINUAL TIPS & TRICKS

ICYMI: Customize the sequence and pace of learning with all-new training paths

Recall your first day on the job — how did you feel? Butterflies in your stomach and a lump in your throat? Classic first-day nervousness and overwhelm. Or maybe you just felt pure relief when it was over because it was stressful AF.

Either way, you want your new hires to have a better experience than you did when you started. You want them feeling confident, productive, and prepared to add value. And nothing sets them up for onboarding success quite like the all-new training paths feature in Trainual.

When you customize a personalized training path for your new hire, you can make sure they:

• Get training breaks so they’re not overwhelmed with new info.
• Complete training in a specific order so they ramp up efficiently and get a foundational understanding for early success.
• Retain what they learn with dedicated time to apply their knowledge in between training milestones.

Excited? Then don’t miss the last live training paths workshop! A 30-min session (with Q&A) for all the tips and tricks you need to boost company culture and new hire impact. Tomorrow, Sep. 26 at 10 a.m. PDT (1 p.m. EDT). Save your spot now!

👉 Remember, training paths are only available on plans with Trainual+. Reach out to us at support@trainual.com to start customizing training paths, translate to other languages, collect unlimited e-signatures, and more with Trainual+!

ALL THE SMALL THINGS

How 3 small changes can lead to big, scalable results

As weird as it sounds…
…having a bangin’ product or service, an amazing team, and huge market potential is not actually enough to grow a successful business. In the words of Blink-182, it’s actually gonna be “all the small things.”

In fact, these three small changes (that you can start enforcing today) can really set you up for success down the road: 

1. Organize your documentation.
Surprise, we’re not talking about your processes (at least, not yet). It’s your important emails, legal contracts, and financial statements — the type of documentation that you should always know the location of.

Get everything into a data room (AKA, a centralized filing system). 

‍2. Keep your pitch deck updated and fresh. 
A pitch deck isn’t just for potential investors — keeping it fresh with your current strategies and latest developments can help you visualize how your company is changing. It’s also a great resource for things like employee onboarding or brand guidelines.

🔥 Tip: Schedule your pitch deck updates monthly or quarterly.

‍3. Document your sales SOPs.
Find your best practices — the things that your best sales people are doing — and make them standard across your team. Start small, like with a FAQ sheet. It could mean the difference between thousands in sales versus millions.