HOUSECALL PRO

PARTICIPANT GUIDE

SLACK TRAINING
DATE CREATED February 7, 2023
 INTRODUCTION to
SLACK

Slack is the primary method of communication here at Housecall Pro

and Onestar.

It will help with important updates, sales specific processes, and

communication with your team all happen on Slack.

As an employee, it is your responsibility to learn and then utilize the

application on a daily basis.

Here are some helpful links you can look into on your own time:

● ARTICLE: Getting Started

● FAQ: Using Slack
● VIDEO: How to use Slack
● VIDEO: Organize your Conversations in Slack
● VIDEO: Search in Slack
 PARTICIPANT GUIDE

Learning
Objectives

Demonstrate how to Identify what each

use our channels, Slack Channel is used
threads, and direct for
messages

Perform sending Perform using the

an OTS using SDR Lead request
different workflow
workflows

Training Topics
1 Getting Started (Pg. 4)

2 Slack Channels (Pg. 10)

3 OTS (On the Spot) (Pg.13 )

4 Specialized OTS (Pg.17 )

5 ES Call Call Call (Pg.21 )

6 SDR Lead Request (Pg. 25)

7 SMS Outbound (Pg.30 )

SLACK: GETTING
STARTED

DEMONSTRATE USING CHANNELS,

THREADS, AND DIRECT MESSAGES
NOTES PAGE PARTICIPANT GUIDE
Slack: Getting Started

What is Slack? What is a Channel?

Use this section to take notes Use this section to take notes

What is a Direct Message (DM)? What is a Thread?

Use this section to take notes Use this section to take notes
TECHNOLOGY GUIDE PARTICIPANT GUIDE

Slack: Getting Started; The Sidebar

Sidebar

From the sidebar, you can access all your conversations in Slack.
Locate the channels you are added to and DMs you might have
from the team.
TECHNOLOGY GUIDE PARTICIPANT GUIDE

Slack: Getting Started; The Search Bar

Search Bar

The Search Bar is located at the very top of Slack. Use it to locate channels,
previous conversations, etc.
TECHNOLOGY GUIDE PARTICIPANT GUIDE

Slack: Getting Started; Using Threads in Slack

USING THREADS IN SLACK

Step 1 | Hover
over the message
you’d like to reply
to

Step 2 | Click the

“Reply in thread”
icon

Step 3 | Type your

reply

Step 4 | Send your

message
 PARTICIPANT GUIDE

ACTIVITY: USING DM,THREADS

Objectives Instructions Materials

Demonstrate using channels, 1) Locate your team’s Capa Computer

threads, and direct messages channel Slack
(DMs) 2) Type and send a greeting in
the channel
3) Reply to one of your peer’s
messages using a thread
Time
4) DM me or your supervisors
your favorite ice cream
5 minutes
flavor

Additional notes:
SLACK
CHANNELS

IDENTIFY WHAT EACH CHANNEL IS USED

FOR
 PARTICIPANT GUIDE
Slack Channels:

Specific Channels
This is a list of channels you all will need to be a
part of as members of the sales team:

#ots_outbound_os_only

#hcp_onestar_general

#demo_bot

#the_water_cooler

#sdr_lead_request

#capa_(team name)_m1

#sms_outbound
 PARTICIPANT GUIDE

ACTIVITY: SLACK CHANNELS

Objectives Instructions Materials
Identify what each slack
channel is used for: 1) Use the search bar in Slack Computer
to locate each of the Slack
channels and join them
#ots_outbound_os_only Participant Guide
#hcp_onestar_general
#demo_bot 2) Observe what’s going on
#the_water_cooler
#sdr_lead_request 3) Based off your
observations, fill in a Time
#capa_(team name)_m1
definition of the channel in 10 min
#sms_outbound
your participant guide

Write you answers below.

Channel Description

#ots_outbound_os_only

#hcp_onestar_general

#demo_bot

#the_water_cooler

#sdr_lead_request

#capa_(team name)_m1

#sms_outbound
SLACK: OTS (On the Spot)
CHANNELS

PERFORM SENDING A DEMO IN THE OTS

CHANNEL
NOTES PAGE PARTICIPANT GUIDE

Additional notes:

Demo bot
when a demo go trought demo status

HCP Onestar general

notes and info about a ots calls
feed back and cancellations aditional content
skill pro
ask for help or small anuncements

skill pro Help

urgent help

lead request
request lead return

the water cooler

reminders bonus and congrats for the day
primary channels of onestar

capa keepers
pa nosotros
daily activity

sms outbound
notes for the calls back or general, pro replies via text messages
TECHNOLOGY GUIDE PARTICIPANT GUIDE

Slack: OTS (On the Spot)

HOW TO POST A DEMO IN #OTS_OUTBOUND_OS_ONLY

Step 1 | Locate the

#capa_practice
channel

Step 2 | Click the

“workflows”
button.
A new menu will
appear

Step 3 | Select the

workflow Demo
“OTS v6”

Step 4| Enter the

Lead and Pro’s
information and
any helpful notes
for the ES

Step 5 | Click
Submit
 PARTICIPANT GUIDE

ACTIVITY: SENDING A OTS DEMO

Objectives Instructions Materials
1) Locate the #capa_(team
Perform sending a demo in name)_M1 channel Computer
the #Capa_(team name)_ 2) Click the “workflows” Slack
channel Participant Guide
button
3) Select “Demo OTS v6”
and use your practice
lead information to fill Time
out the workflow
10 minutes
4) Submit your demo

Additional notes:

@Yordan Lopez

Lead Type: Outbound

Company Name: HEAT AIR
Pro Name: YORDAN LOPEZ
Email: [email protected]
Phone: (970) 401-8401
Salesforce Link:
https://housecallpro.lightning.force.com/lightning/r/Lead/00QPD000004hvDd2AI/view
Notes: Number of employees: 5 years in business: 3 software: n/a service call: every week Growth
or Efficiency: growth
NOTES PAGE PARTICIPANT GUIDE

Additional notes:
TECHNOLOGY GUIDE PARTICIPANT GUIDE

Slack: Specialized OTS

HOW TO POST A SPECIALIZED OTS IN #OTS_OUTBOUND_OS_ONLY

Step 1 | Locate the

#capa_practice
channel

Step 2 | Click the

“workflows”
button.
A new menu will
appear

Step 3 | Select the

workflow
Specialized OTS

Step 4 | Enter the

Lead and Pro’s
information and
any helpful notes
for the ES

Step 5 | Click
Submit
 PARTICIPANT GUIDE

ACTIVITY: SENDING A SPECIALIZED OTS

Objectives Instructions Materials

Demonstrate sending a 1. Locate your team’s Computer

demo using the Specialized channel Slack
OTS workflow: 2. Click the “workflows” Participant Guide
● Plumbing button
● HVAC 3. Select “Specialized
● 6-10 Employees OTS.” Use your practice Time
● 11+ Employees lead information to fill
out the flow 10 minutes
4. Submit your demo

Additional notes:

@Yordan Lopez

Company Name:heat air

Pro Name:yordan lopez
Email: [email protected]
# of Employees: 7+
Phone: (970) 401-8401
Salesforce Link:
https://housecallpro.lightning.force.com/lightning/r/Lead/00QPD000004hvDd2AI/view
Notes: outbound calling
does the PRO have at least 20 min for the demo? yes
Number of employees:11 years in business: 3 software: n/a service call: every week Growth or
Efficiency: growth
SLACK: ES CALL
CALL CALL

PERFORM SENDING AN ES CALL CALL

CALL IN THE PRACTICE CHANNEL
NOTES PAGE PARTICIPANT GUIDE

Additional notes:
TECHNOLOGY GUIDE PARTICIPANT GUIDE
Slack: ES Call Call Call
HOW TO POST A ES CALL CALL IN #OTS_OUTBOUND_OS_ONLY

Step 1 | Locate the

#capa_practice
channel

Step 2 | Click the

“workflow” button.
A new menu will
appear

Step 3 | Select “ES

Call Call Call”

Step 4 | Enter the

Pro’s email
address, and any
helpful information
for the ES

Step 5 | Click
Submit
 PARTICIPANT GUIDE

ACTIVITY: SENDING A ES CALL CALL

Objectives Instructions Materials

Perform sending a ES Call 1. Locate the #capa_(team Computer

Call in the #Capa_(team name)_M1 channel Slack
name)_ channel 2. Click the “workflows” Participant Guide
button
3. Select “ES Call Call” and use
your practice lead
Time
information to fill out form
4. Submit your demo
5 minutes

Additional notes:
SLACK: SDR
LEAD REQUEST

PERFORM SENDING A LEAD REQUEST

WORKFLOW IN THE PRACTICE CHANNEL
TECHNOLOGY GUIDE PARTICIPANT GUIDE
Slack: Lead Request
USING LEAD REQUEST IN SLACK

Step 1 | Locate the

#capa_practice
channel

Step 2 | Click the

“workflows”
button.
A new menu will
appear

Step 3 | Select the

appropriate option
Lead Request

Step 4 | Enter the

SDR, POD, Amount
of Leads,

Step 5 | Click
Submit
TECHNOLOGY GUIDE PARTICIPANT GUIDE

Slack: SDR Lead Request

SDR LEAD REQUEST

Step 1 | Locate the Lead

Request post.

This can be found in the

#Lead Request Channel

Step 2 |Take screenshot

of orange banner from
Salesforce.

Step 3 | Comment on this

post in a thread post the
screenshot you took.

The manager overseeing

rotation will distribute
the leads your way after.
NOTES PAGE PARTICIPANT GUIDE

Additional notes:
 PARTICIPANT GUIDE

ACTIVITY: SENDING AN SDR LEAD REQUEST

Objectives Instructions Materials

Perform sending a lead 1) Locate the #capa_practice Computer

channel
request form in the Slack
#Capa_(team name)_ channel 2) Click the “Attachments & Participant Guide
Shortcuts” button

3) Locate “Workflows for this

channel” Time
4) Select “Lead Request”
10 minutes
5) Submit your workflow

Additional notes:
 PARTICIPANT GUIDE

ACTIVITY: SENDING SCREENSHOT IN THREADS

Objectives Instructions Materials

Perform sending a 1) Locate the #capa_(team Computer

screenshot in the threads of name)_M1 channel Slack
original post of the lead 2) Locate the original post Participant Guide
request 3) Hover over to replay in the
thread and send the
screenshot you take Time

10 minutes

Additional notes:
SLACK: SMS
OUTBOUND

DEMONSTRATE USING THE SMS

OUTBOUND CHANNEL
TECHNOLOGY GUIDE PARTICIPANT GUIDE

Slack: SMS Outbound

SMS OUTBOUND

Step 1 | Locate the SMS

Outbound channel.

This can be found in the

on the sidebar of your
slack

Step 2 |Take some time

to read some incoming
messages from Pros that
talked with other SDRs.
SLACK:
SPECIALIZED
OTS
PERFORM SENDING A SPECIALIZED OTS IN
THE PRACTICE CHANNEL
NOTES PAGE PARTICIPANT GUIDE

Additional notes: