Wednesday's session is a 45-minute live working build. By the end of it you'll have your own list of accounts in Apollo, your Monday workflow primed for your book, and a sequence ready to send the first email. The seven steps below are what makes that possible.
Five are inside Apollo. Two are five minutes of thinking. Do them in order. Step 1 has to land before the rest will work, so don't skip ahead.
Becky will email you an Apollo activation link by Monday May 18. Click it, set your password, log in. That's it.
This lets you send sequences from your own email address (not from a generic Apollo address). Critical for deliverability and reply tracking.
Powers booking pages later in the pilot so prospects can self-schedule directly with you.
This is the new Salesforce field we're syncing into Apollo so you only see accounts you actually own. Becky and Apollo are landing this field before Wednesday. Quick sanity check that it's there for you.
Decide which persona you most want to multithread into first. We'll spend most of Wednesday building your first persona list together, so your pick decides what we work on live.
From your book, pick 3 to 5 accounts where you want to find and reach new contacts. These will be the live examples we use to build your first list together.
Anything you want answered live: a workflow you've been wondering about, a sequence pattern, an integration question, an AI thing you've heard about. Doesn't have to be polished. Bring the real one.
45 minutes. Live. Hands on keyboards. By the end you'll have a working motion in your hands, not a slide deck.
Log in together. Find your accounts using the CSM Owner filter. See your book in Apollo for the first time.
Each rep builds a persona list against their own accounts, live, in the platform. We coach as you go.
Set up the Monday approval workflow. Walk through the persona-branched sequence template you'll start using.
Pilot cadence, success metrics, decision criteria for full team rollout. Bring the question from Step 7.
No. Apollo runs in your browser. There's an optional Chrome extension that's useful later in the pilot, not required for Wednesday.
This pilot is built for first-time users. The whole point of Wednesday is to get you to your first working motion in 45 minutes. No prior Apollo experience required.
No. There are manual gates on every send for the first two weeks. Nothing fires automatically until you and CS leadership decide it should.
Tell Carlton ASAP. We'll record the session so you can catch up. You'll still want to do this pre-work either way so you can hit the ground running when you join.
Yes. Apollo only reads what you have access to in Salesforce. The CSM Owner filter means you only see your own accounts, not the rest of the team's books.
No. The Active Platform User flag (Pendo-driven) filters them out so you never accidentally reach out to a current customer.
Becky (XR) is your first stop. She owns the activation links and IT permissions.
Ping Carlton and we'll loop in the Apollo team (Nick + Kerri Ann) to answer same day.