👋 Welcome to Cycl Sales — Getting Started

Welcome aboard!

You’re not just joining a company — you’re joining a movement to simplify business and growth for entrepreneurs through automation and AI.

We build powerful tools that make business feel simple. Your role is to help bring that to life — every task, every client, every day.

🚀 Step 1: Understand Our Mission

Our Mission: Simplify business and growth for our clients through automation and AI.

We exist to give people time back so they can focus on what matters most.

Our Values:

• Unimpeachable Character – Do what’s right, always.
• Sincere Candor – Be honest, direct, and respectful.
• Competitive Greatness – Show up when it matters most.
• Client Experience is King – Every detail matters.
• Creative Innovation – Never stop improving.

💼 Step 2: Know Your Role & Priorities

You’re here to help us build, support, and grow something special.

🎯 Current Priorities

1. Client Support & Onboarding
2. Custom Client Projects
3. Product Development
4. Special Projects

🌱 Future Priorities (as you grow)

1. Team Administration (managing others)
2. Tracking and Improving KPIs
3. Advanced Development or Marketing Projects (based on your interests)

💡 Step 3: Master the Systems

You’ll get access to everything you need to perform your role confidently.

Here’s your Access Checklist — confirm you have these set up:

• ✅ Cycl Sales Email
• ✅ Trackabi (time tracking)
• ✅ Cycl Sales CRM (admin access)
• ✅ Internal Training Database (Loom, Docs, Notion → playbook.cyclsales.com)
• ✅ Google Drive (templates + client folders)
• ✅ WhatsApp (team communication)
• ✅ DartAI (project management)
• ✅ 1Password (secure logins)
• ✅ Bot Access (CloseBot + internal bots)
• ✅ Recurring Meeting Invites (huddles, dev syncs, etc.)

🧠 Systems You’ll Learn to Master

1. GoHighLevel / Cycl Sales – Sub-accounts, automations, and client workflows
2. CloseBot – AI assistant setup, prompt optimization, and integrations
3. Real Estate & M&A – Understanding our client base deeply
4. Marketer’s Toolkit – Styling, web design, and customization essentials

🏆 Step 4: Culture & Expectations

Culture isn’t what we say — it’s what we do every day.

Ask yourself:

• Do I show up on time?
• Do I own my work and my mistakes?
• Do I communicate proactively?
• Do I make the client’s experience better today than it was yesterday?

We’ll do 7-, 14-, and 30-day check-ins, and quarterly reviews — not to police you, but to help you grow.

Our goal: You don’t just fit the culture — you elevate it.

🗣️ Step 5: Communication Standards

• Meetings: Attend weekly huddles, office hours, and planning calls.
• Updates: Keep tasks current in ClickUp.
• Accountability: Track time accurately in Trackabi.
• Responsiveness: Reply quickly in WhatsApp or email.
• Initiative: Follow the 1:3:1 rule — bring 1 problem, 3 possible solutions, 1 recommendation.

💬 Final Thought

We’re obsessed with making complex things feel effortless — for our clients and for each other.

Welcome to the team. Let’s build something incredible together.