stuffuneed | MaxzPlace

Stuff U Need (on your laptop) for the Salesforce Steps

AFTER YOU'VE GOT YOUR SALESFORCE ACCOUNT, go here to install the GRADER app.

Before Step 1 (link to get your Salesforce account): https://developer.salesforce.com/signup
Step 3: Pitch
Step 4: Pitches
Step 6: Pitch ID
Step 8: P-{000}
Step 15: Business Name
Step 22: Type
Step 23 (1): VC
Step 23 (2): Angel
Step 26: Contact Name
Step 31: Mobile
Step 35: Email
Step 39: Investment Amount
Step 45: Equity Percentage
Step 51: Pitch Date
Step 55: Follow Up
Step 59: Comments
Step 107: Pitch Essentials for Phone
When you're done, be sure you install & run the grader app BEFORE YOU START THE NEXT LAB (CRITICAL!).

Step 5: (link to purchase the Pitch package you will need to complete the labs) http://tiny.cc/maxnrocky
Step 10: Enter your payment details
Step 11: enter the username given to you in the SF original Welcome Email, NOT your actual email address
Step 23: Download your pitch data file http://tiny.cc/MaxsPitchDataFile (Do NOT open in Excel—just download for now)
Step 39: Pitch Everything
Step 48: Add a "." after "skeptical" & then add "Bad!"
Step 57: Angels Only
Step 69: Loaded_Likely_Angels_Only
Step 74: 200000
Step 78: 10
Step 92: Average Amount & Equity by Type
Step 98: 11/1/2019
Step 99: 11/30/2019
Step 112: Equity vs Investment Chart
Step 119: Expected Value
Step 131: Deal numbers & expected values
Step 142: Total Expected Value of Pitches So Far
Step 146: Fundraising Progress Dashboard
Step 152: 1500000
Step 153: 1250000
Step 154: 750000
When you're done, be sure you install & run the grader app BEFORE YOU START THE NEXT LAB (CRITICAL!).

Step 20:
- Business Name: Spray & Pray Ventures
- Contact Name: Julia Chavez
- Mobile: 510-403-8995
- Investment Amount: 600000
- Email: julia.chavez1981@gmail.com
- Equity Percentage: 30
- Follow Up: 10/31/2019
- Pitch Date: 10/7/2019
- Comments: She thinks it’s worth considering at the $600,000 level (yay) for 30% equity, but she wants to see some more work on the revenue model.
- Closability: 60
- Address: 2870 Sand Hill Road, Palo Alto, CA 94304
Step 25:
- Investment Amount: 600000
- Equity Percentage: 30
Step 26:
- Closability: 70
Step 27:
- Comments: She liked the new revenue model, but now she’s driving a hard bargain!
Step 30:
- Address: 455 Castro Ave, Mountain View, CA 94041
Step 31:
- Pitch Date: 10/31/2019
Step 32:
- Pitch Date: 11/15/2019
Step 33:
- Investment Amount: 800000
- Equity Percentage: 35
Step 34:
- Closability: 65
Step 35:
- Comments: Counter-offered her. Hah! Hope she doesn’t call my bluff.
Step 39: Seeing Triple
Step 43: Spray
Step 57: Meeting
Step 58: Meetings
Step 60: Meeting ID
Step 62: Mtg-{00}
Step 63: 1
Step 70: Pitch
Step 74: Meeting Date
Step 75: Comments
Step 76:
- Field Label: Contact Name
- Length: 30
Step 77:
- Field Label: Mobile
Step 78:
- Field Label: Email
Step 79:
- Field Label: Enthusiasm
- Length: 1
- Decimal Places: 0
Step 94: 10/7/2019
Step 95: She thinks it’s worth considering at the $600,000 level
(yay) for 30% equity, but she wants to see some more work on the revenue model.
Step 96: Julia Chavez
Step 97: (510) 403-8995
Step 98: julia.chavez1981@gmail.com
Step 99: 2
Step 103: 10/21/2019
Step 104: She liked the new revenue model, but now she’s driving a hard
bargain!
Step 105: 5
Step 108: 10/31/2019
Step 109: Counter-offered her. Hah! Hope she doesn’t call my bluff.
Step 110: 4
When you're done, be sure you install & run the grader app BEFORE YOU START THE NEXT LAB (CRITICAL!).

Step 6: Download (NOT open) the Meeting data file
- http://tiny.cc/MaxsMeetingDataFile (Do NOT open in Excel—just download for now)
Step 23: List Name: "All Meeting Data"
Step 37: Valducci
Step 49: Contact Name
Step 57:
- First Name: "Julia"
- Last Name: "Chavez"
Step 58:
- Mobile: (510) 403-8995
Step 59:
- Email: "julia.chavez1981@gmail.com"
Step 66: If Julia Chavez does not automatically appear -> type "Julia" to find
Step 70: Label: "Meeting Attendance"
Step 71: Plural Label: "Meeting Attendances"
Step 72: Autofill -> Object Name: "Meeting_ Attendances"
Step 73: Record Name: "Meeting Attendance ID"
Step 84: Contact Name
Step 86: Enthusiasm
Step 94: Email
Step 105: Address
Step 124: Mtg-01
Step 127: Julia
Step 130: Mtg-08
Step 134:
- Email: a_aggarwal@smarttecginv.com
Step 138: Contact Info for Mountain View Reception
Step 140: Mountain View
When you're done, be sure you install & run the grader app BEFORE YOU START THE NEXT LAB (CRITICAL!).

Step 6:
- First Name: Riley
- Last Name: Morgan
Step 7: Should autofill as "rmorg"
Step 8: Email: Enter the same email you used to create your account
Step 9: Username: ^ that same email, but insert "2" in front of the @ sign
- eg "xx2@yyy.zzz"
Step 10: Riles
Step 22:
- Yes
- No
Step 23: Should auto-populate: Bay_Area_location
Step 26: Investment Potential
Step 28: Should auto-populate: Investment_Potential
Step 36: alert Riley about a new Bay Area lead
Step 37: Should auto-populate: alert_Riley_about_a_new_Bay_Area_lead
Step 38: my template for alerting Riley about a new Bay Area lead
Step 39: New Bay Area Investment Lead
Step 40: Riley, this one is from the Bay Area. Investment potential is (**be sure to include the extra space that is after "is"**)
Step 44: . (add a period at the end)
Step 45: The name is (**be sure to include the extra space that is after "is"**)
Step 48: . (add a period at the end)
Step 49: Email address is (**be sure to include the extra space that is after "is"**)
Step 51: Check 'em out!
Step 54: alert Riley about a new distant lead
Step 55: alert_Riley_about_a_new_distant_lead
Step 56: my template for alerting Riley about a new distant lead
Step 59: New Distant Investment Lead
Step 60: from outside
Step 63: alert myself about a new lead
Step 64: alert_myself_about_a_new_lead
Step 65: my template for alerting myself about a new lead
Step 68: New (minor) Investment Lead for YOU (me) - Go!
Step 69:

Hey, me. This one's yours.

The name is {Lead.FirstName}{!Lead.LastName}.

Email address is: {!Lead.Email}

Get on it!

Step 73: assign incoming leads to Riley or me
Step 78: 1
Step 82: Yes
Step 83: Riley
Step 85: alert Riley about a new Bay Area lead
Step 87: 2
Step 90: 150000 (four zeros)
Step 98: Riley
Step 104: Sarah
Step 105: Conner
Step 106: Cyberdyne
Step 108: 450,000
Step 109: sconner@cyberdyne.com
Step 112: Kyle
Step 113: Reese
Step 114: Cyberdyne
Step 116: 125,000
Step 117: enter your own email address
Step 120: John
Step 121: Conner
Step 122: Cyberdyne
Step 124: 110,000
Step 125: jconner@cyberdyne.com
Step 139: sounded enthusiastic in his initial email
Step 143: In response to your inquiry about investing in Ebsta...
Step 144:

Dear Kyle,

Thanks for getting in touch about investing in Ebsta. My name is <your first & last name> and I'm at your service. I'd love to give you a call to get to know you better and explain more about our venture. I look forward to chatting with you soon.

Cheers,

Step 147: https://www.ebsta.com/about
When you're done, be sure you install & run the grader app BEFORE YOU START THE NEXT LAB (CRITICAL!).

Step 9: This guy's a weirdo. Says he came from the future to warn us about Cyberdyne's cyborgs
Step 11: Should we pursue this guy any further
Step 12: Yeah, he could be crazy, but wealthy
Step 13: Nah, he's creeping me out. Cut him loose!
Step 16: Me
Step 17: Enter your email address
Step 31: go ahead & bag him
Step 41:Create a task on the new lead
Step 44: Task
Step 46: Priority
Step 48: Subject
Step 49: Send email to ask about calling
Step 51: Name ID
Step 52: {!$Record.Id}
Step 54: OwnerId
Step 55:{!$Record.OwnerId}
Step 57: Due Date Only
Step 61: thenextday
Step 63: today()+1
Step 67: Automatically add an email task to every new lead
Step 75: auto-response template for incoming web leads for me
Step 77: This is the template for email messages that are triggered by web lead form submits
Step 78: Thank you for your inquiry
Step 81: Dear {!Lead.FirstName},
Step 82: We have received your inquiry. Thank you. I will be getting in touch with you soon.
Step 83:

Cheers,

(your first name)

Investment team

Step 86:This one is mine so...
Step 98: 150000 (4 zeros)
Step 99: (enter your first and last name)
Step 100: (enter your email address you used to create your SF account)
Step 111: www.signingsavvy.com/sign/THANK%20YOU/426
Step 113: https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8"method="POST" (DO NOT HIT ENTER, just paste the URL)
Step 114: copy just your ID number (NOT the quotes)
Step 115: (link from 113) https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8"method="POST"&oid= (insert your Org ID from step 114)
Step 116: (add at the end of link from step 115) &first_name=(add first two letters of your first name & last three letters of your last name)
Step 118: copy HTML code from SF
Step 121: https://texteditor.co
Step 123: myweb2lead.html
Step 126:
- First: Miles
- Last: Dyson
Step 127: Cyberdyne
Step 128: use your own email
Step 129: use random numbers
Step 131: 78000
When you're done, be sure you install & run the grader app BEFORE YOU START THE NEXT LAB (CRITICAL!).