TRAINING
Sales Season is Nearly Here
We are now less than 30 days from Sales Season! Are you ready? Make sure you have your plan, including your IM map ready to go, so you can sail into Sales Season with your map in place! Don’t forget! January 1 begins your typical season for contracting Directors.
As you have likely heard from your Team Leaders already, we have a number of updates in our Contracting Directors process. The overall structure of the timeline has not changed—you’ll still hold your initial conversation, interview, application, calling references, running a background check, and ensuring Director training at DLO and Practicum. However, the way background checks are run and the way the contracts are issued have changed!
Please reference these new documents for new background check procedures, issuing Director contracts and updated Director onboarding checklist:
Of special note is that EVERY Director needs a background check run this year (see the background check document above.) As well there are Portal Walk Me tutorials to help you in issuing contracts and checking the status of each. Reach out to your Area Representative if you have any questions concerning these processes.
Additionally, the recontracting process for Directors has been updated as well. Please reference:
As documented in the previous link, after you have had your conversation with your Director, you will mark whether the Director is returning or not by checking a box in the Portal. There is also a Portal Walk Me to support you in completing this task. A separate Letter of Intent (LOI) link will not be sent this year. Beginning in January once you have marked a Director as returning, you will be able to issue a contract for the coming year, again through the portal. You will need to issue a contract for every Director.

MARKETING
Team Leader packages
Deadline to order is December 15. To order, go to the Classical Conversations Bookstore and scroll down to the bottom of the page in the footer and select Team Leader Packages. This will take you to a special collection page where you will need to use the password “Packages2019” (case sensitive).
Remember, these optional premium packages are just for YOU as a Team Leader. Please don’t share the password with anyone else. And please use your CC email when ordering.
The packages will not be available for purchase again until next fall.
SOCIAL MEDIA
Looking for ways to connect with young families on social media? What is important to young families? What do they value? Check out this Noble Knows video highlighting how to reach, connect and engage with young families on social media.
Everyday Educator Podcast: The Habit of Storytelling—Great resource to share with your Directors with practical tips for how to foster this core habit at home. Read more at Everyday Educator CC Podcast Channel.

THE HUB SPOT
Hubspot onboarding is complete for all regions and training has launched in Learning Pathways. Please complete your training by December 13. Additional Q&A calls will be availlable in the beginning of January in the LP.
Currently, everyone can see all of the unassigned contacts, which is nearly the whole database, because IT had to get all the new users added before assigning them. All contact owners will be assigned this month and you will begin receiving notifications by the end of December.
- One helpful tip will be to update your notifications from the computer. Login to Hubspot. Click on the gear setting on the top right and go to notifications. Turn off email temporarily while the contacts are being assigned. You may want to turn this feature back on later and you may adjust any notifications in this space.
- Also, you can create a Filter or a List in the Contacts and enter in the Postal Codes in your area to find contacts. You will want to do this anyway even after the assignments have happened so you can easily find your own Contacts. Here's a quick and easy article on how to create a list: https://knowledge.hubspot.com/lists/how-can-i-create-a-list-of-all-my-hubspot-contacts
- Do you have the APP? The HubSpot mobile APP is intended as a quick place to enter a new contact or scan a business card. Please access the application from a computer to create lists or reports and to update notifications.