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[SOP] Weekly AP Calls

  1. Get a call scheduled with a guest from our rotation
    1. Time and date
    2. Have them prepare a roadmap, a case study, and costs.  Create a simple Google form for them to fill out in advance.
      1. Who am I and why should Acquisition Entrepreneurs listen to me?
      2. What are the key milestones involved in my area of the acquisition process, as well as timing and costs associated?
      3. What’s a good case study I can go over for 10 minutes?  Ideally one I haven’t shared in a previous AP Call?
      4. What are the next steps an AE can go through after this call?
      5. What’s the best way for an AE to get in touch with me?
  2. Make sure the guest puts the time in their calendar
  3. Hold a 15 min pre-interview to discuss topics with the guest on the week of the call.
  4. Change date span in Schedule Settings for the Weekly AP Calls event when people can sign up.
  5. Set the date from Thursday to Saturday.
  6. Copy the link.
  7. Send a message in the Acquira Support #general channel 
  8. Here’s an example message:
    “Hi @channel, here is the link for this week’s AP call. This week’s guest is Ale Barrera. Ale is M&A Manager at Acquira and has worked as a business broker for over 10 years. She’s going to talk about building broker relations as well as answer questions about deal sourcing, deal flow, and negotiating LOIs.”
  9. Use Common Room to let people know about the AP Call. Ask them if they have any questions around the topic that they’d like to discuss and we can pre-populate it.
  10. On the day of the meeting, open the Zoom 5 minutes before start time.
  11. Allow people to enter as the show up. Say hi to them.
  12. Wait 3 minutes for everyone to show up
  13. Introduce the guest.
  14. The guest will star talking
  15. Monitor the chat to see if there are any questions coming in
  16. Ask questions to the guest
  17. At the hour mark, wrap up the call.
  18. The recording will process. Name the file “DATE, GUEST NAME – Weekly AP Call”
  19. Upload the recording to your Google Drive (you probably want to create a dedicated folder for this)
  20. Send link to Tato with title and description of call. 
  21. Give yourself a pat on the back.
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