Employee Portal

New Intern Training Schedule


Week 1

 Day, Date Training sections Links
Monday Morning Device Setting Up (Print, Email, and Zoho)
PE Industry Introduction
BMP & Internship Intro  PPT 
BMP Process and Team Structure  Structure (PPT), Service Chart (PDF)
Monday Afternoon Titling Resume Training & Practice (5 Resume first) Guideline
Introduction to Salesforce  
Entering titled resumes into Salesforce  DOC 
Tuesday Morning Brief intro to infusionsoft  PPT, DOC
resume titling and nurture campaign  
enter 5 resumes to infusionsoft  DOC
Tuesday Afternoon Introduction of Front End
Research articles & Pepdigest  
Infusionsoft Campaign (Have a Deal)  
Wednesday Morning LinkedIn Profile + Recruiter  
Five Force Model VID1 (13 min) , VID2 (9 min)
Wednesday Afternoon NAICS Code and I-Sell  PPT
Company Research  Sample1
Thursday Morning Intro to other CRM daily tasks  
Boolean Search + Webcast  
Thursday Afternoon Deal Qualification  
Mandate intro and create finder’s list
Practice & Assigning Mandates
Deal Flow Management  Finder’s List 
NDA/ Finder’s Agreement  
Friday Afternoon Talent Acquisition  PDF 
Mike Lorelli – Landing Board Member Seats   VID (1 hr)
Phone Call Training  

 


Week 2

 Day, Date Training sections Notes
Monday Morning BMC Introduction Website 
New Intern Training Exam  

 


Additional Resources

  • July 7th Blackmore Connects session 1 – VID (42 min)
  • Voicemail – DOC
  • How to find anyone’s email address or Phone Numbers – VID
  • Syllabus – DOC
  • Interview Process – DOC

PE Training

  • Private Equity: Perspectives of Limited and General Partners VID (1:20 min)
  • Deal Structuring VID (1:07:36 min)
  • Private Equity: The Consolidation Play and Due Diligence- VID (1:17 min)

 

 


 Back End

  • Introduction – PPT VID (52 min)
  • Qualifying Deals – PPT VID (44 min)
  • Build Strategy/ Approach Owners – PPT VID (34 min)
  • Marketing Materials – PPT VID (26 min)
  • Creating Investor Lists – PPT
  • Deal Shopping, Pt.1 – PPT VID (43 min)
  • Deal Shopping, Pt.2 – PPT VID (46 min)
  • Private Equity Compensation LINK
  • Deal Closing – PPT VID (17 min)
  • On-boarding – PPT

LinkedIn

Personal Profile

  • LinkedIn Introduction – VID (6 min)
  • LinkedIn Profile Tips 2017 – VID (13 min)
  • LinkedIn for Personal Branding VID1, VID2 

Recruiter – Business 

  • LinkedIn InMail – PDF VID (54 min)
  • LinkedIn Recruiter – PDF VID1 (6 min), VID2 (4 min)
  • LinkedIn for Premium Accounts – VID (1 hr)
  • LinkedIn for Business – VID (3 min)
  • LinkedIn Marketing Tips – VID (5 min)
  • LinkedIn Autoresponder – VID (22 min)
  • LinkedIn Intro to Advertising – VID (57 min)
  • LinkedIn Sourcing – VID (25 min)

M&A Learning

  • Buyout: The Insiders Guide to Buying Your Own Company – GOOGLE
  • Sell Your Business Your Way: Getting Out, Getting Rich, and Getting on with Your Life – PDF
  • Mergers and Acquisitions for Dummies – PDF
  • Due Diligence for Global Deal Making – PDF

Infusionsoft

  • Getting Started – VID 
  • Campaign Builder : Automate Marketing – VID

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