How to hire and train your first sales rep in your company 117 LinkedIn Live 2024 with Joe Apfelb…

1. Welcome to another edition of LinkedIn Live. Today I want to show you how I train my sales rep for Evy AI. I'm hiring a new sales rep. This is our first sales rep in our company. So we're a startup. We help 13,000 people be able to use LinkedIn more effectively. And we have comment generators, post writers, recommendation creator, messaging helper, and so much more for LinkedIn. And I recommend you hire a sales rep. But when you hire a sales rep, you have to train them. If you don't train your sales rep, the sales rep won't know what to do. And so today I'm going to show you how I train my sales rep on using this platform. And then I'm going to show you how I prepare the sales rep for success by telling him what to say, answer questions. So the name of the sales rep is Marielle. Marielle, welcome.

Hi everyone. Hi everyone. Hi, Joe.

All right, so Marielle, um, did you get a chance to, um, install Evie AI, like log in and install it?

Yes, I do. So what I did, uh, I did a register as well.

Yep, you registered. And did you generate any posts with it? Did you start with the post writer and write a post with it?

Uh, not yet.

Okay.

Actually.

Yeah, so what I would love for you to do is I would love to go through all the features, but I'm going to give you a quick Overview, you know, home, subscription, save profiles. I want you to find my profile and save it. Do you know how to save a profile or do you want me to show you?

Uh, can you show it to me please?

Yeah. So this is how you save. First of all, did they delete all my profiles? All my saved profiles?

No.

Oh yeah. I only have 3 saved. This is the wrong account. Wrong account. This is the right account here. This is the writing. I was like, oh my God, I lost all my profiles.

Um, oh well, Joe, well actually I already saved you through, um, HeavyAI because actually when I click, um, through LinkedIn, then on the side, um, there's a save profile. So when I click save profiles, it goes directly to HeavyAI.

100%. 100%. Okay, good. So you already— so we know how to save profiles. Yeah, you go to anybody's profile. You click on their profile and on the right you're going to see a little box that says save to Evie AI and you could just save it just like that. But we're going to be adding some new features to the AI. Um, let's see. I want to test out those new features real quick. Let me just see what new features we have. So we have a new Chrome extension that my team asked me to test out. Um, so this is how I test out a new Chrome extension. I just take the extension. And then I extract it and I'm just going to put it under downloads. I'm going to call it Evi AI-519. And then it's going to extract the extension. And then what I do is I click on these 3 dots on top and click on extensions, manage extensions, and then I do load. And then I go to my downloads. This is where I extracted it and I double-click on it and I press select folder. And now I have a new version of Evie AI here. So now I have 2 versions of Evie AI. Um, I have this 2.215 version, and then I have this, this other one, this one over here, which is my regular one. So I'm going to turn this one off temporarily and keep this one on. You see, this one is the, the one with that I manually installed.

Mm-hmm.

And this is the one that comes from the store, 2.218. So 2.215, I'm going to Now I'm gonna refresh LinkedIn. I'm gonna pin it, this new one that I'm testing out. I'm gonna click on it to make sure I'm logged in. It says I'm not logged in, so I'm gonna quickly log in, make sure that I'm logged in. Then I'm gonna go back over here. Now it's logged in, you see? So now what it wants me to do is it wants me to go to Derek's profile, save his profile. You see he's already saved, but look at this. There's like a little thing that I can pull. Oh my God, this is so good. And I can pull it to this side. Oh, so good. Pull it to this side.

You can move it now.

Oh, so good. I love it. Okay, but now they also added some other feature, which is search profile. Wow, look at this. I can search him on Facebook. So let's hit search real quick. Derek Power. Cool. Search him on Facebook. Where else can I search him? I could search him on Instagram, which will do a Google search. Oh, I love this. I love this.

Wow.

That's cool. And then we're adding the feature that you could search on Google, on X. Let's see if I can find him on X. Okay, good. Is he on X? Is that him? It's not him. It's some other Derek, whatever. All right, moving on. We could search him on— where is he? Did I just close the whole thing or did I— no, it's right here. Um, we could search him on YouTube. Derek Power on YouTube. Oh, cool. And we could search him on— what else? What else could we search him on? TikTok.

YouTube and TikTok.

Oh, it's opening up all of them. When you check them all off, they all open up every time. That's why I'm wondering, why is everything opening up? Because they're all checked off.

Yeah.

Oh, okay. Let's just see. Let's try this again. Oh, so they're all checked off. I hit search and it opens up all the tabs. That's amazing.

Yeah.

That's epic.

Is that available now?

Uh, no, we're just, I'm just, it will be available right now. I'm just testing it out before we make it live, but yeah, it will be available very soon. Wow, that's such a good feature. That's such a good feature. Oh my God, that's gonna be epic for people. Oh man, could you imagine using that feature and the ability to move this around like this? Oh, that makes this extension so much better. That makes me so happy. Oh, when I click on summarize profile, did it go away? What happened? They just wanted me to try that thing, but that's so cool. Okay, good. It does a summary. Um, very cool. I love it. Okay, moving on. Um, let's try somebody else just to kind of see. Oh, let's do Blaine. Let's do Blaine Udell. Blaine Udell. Okay, so this is what you do. You save the profile. Oh, when I said save profile, it kind of disappears for a second. Add to list. We're going to do EAYC. And then let's see, search profile. I'm going to search them on Facebook, Instagram, Google, X, YouTube, and TikTok. Okay, let's just see Facebook. Blaine Udell. Oh, look at that. I'm not even connected to him on here. Let me add him. Oh my God, that's so good. Okay, nothing found on Instagram. I found them all over Google. That's cool. Twitter, they call me Bruce. Is this him? Yeah, that's him. Oh my God, I'm following him now. YouTube, Blaine Udell. How to make a one-click scraper. Oh, previously watched. Okay. Um, okay. And then TikTok. See if Blaine's here anywhere. Blaine Udell. Blaine Rudd. That's insane. Users. Blaine Udell. Videos. Okay. That's obviously not him, but that's cool that I was able to do that with a click of a button. I'm blown away. I'm just blown away. I'm blown away by my own tool.

Right.

But we've been trying to enable that for a long time. Okay. So, so the, So what questions do you have about Evvii AI? So Evvii AI is an amazing tool that really helps a lot of people. You can see all your saved profiles here. So if you want to like specifically, so in your case, your goal is going to be is to look through the users, the current Evvii AI users, and build a relationship with them, get to know them, and then maybe even save them to Evvii AI here and then try to convert them from free to paid. So you're going to get a list of free users that you're going to be going after. And when somebody is a free user of ABAI, your goal is going to be to build a relationship with them and get them to convert to paid. That makes sense?

Got it. Yes.

So what questions do you have for me about that?

Um, well, I do have another question, uh, Joe. So how do you create like a persona in ABAI?

You click on personas on the left side and you click on add persona. Do you want me to create one for you?

Yes, please.

So you just write your name here. How do you spell your name?

Um, it's M-U-R-I-E-L.

Okay. And then you just write person. Industry would be marketing. Tone would be happy because you're happy. Keyword will be LinkedIn AI, whatever. And background, you can say my name is My name is Murrell and I help people use Evvy AI to be more productive on LinkedIn. I enjoy fishing. Would you like fishing? Baking, baking, wrapping? Like, what are you into?

Um, Biking. Yeah.

I enjoy biking. What else? Reading?

Uh, yeah, watching movies.

Sales, watching movies. What else? Talking to people?

Yeah.

And helping people with LinkedIn and getting more clients, whatever. Okay. And you can say, uh, do not use words like nailed it, Absolutely, absolutely spot on, or anything that sounds like I'm a robot. Always end every comment with I appreciate you. Whatever. Okay. So, like, that's how you want to land every comment. You can do that. But do you get what I'm saying? So let's try— let's start a document where—

Yes.

Not that. I'll start a quick document that I'll share with you. And I'll put all your questions here. How do you create a persona? I'm going to put it in the instructions here. Go here and then example. Okay, makes sense?

Yes, Joe. Thank you.

What other questions?

Yep. So I just want to ask as well, what would be the best practices on how to use Evvy AI?

So there are 3 activities that you need to do on LinkedIn every single day: posting, engaging, and messaging. So your goal is to be posting, engaging, and messaging every single day. That's your goal. And the goal is to get other people to be posting, engaging, and messaging every day. So you need to have a workflow. So what is my workflow? I go into LinkedIn. And the first thing I do every single day is I will start reviewing people's profiles. So I started using a new tool called Link Navigator, which is this little Link Navigator here. And Link Navigator will allow me to be able to select a group of people that I want to review. So for example, if I want to review these LinkedIn influencers here, I click on LinkedIn influencers and then I open up a a page right next to it, the size that I want the LinkedIn influencers to load in. You see, whatever size I want. So let's say I want this size and then I say, okay, every 30 seconds, show me an influencer. Okay. I press start navigation and it's going to show me every 30 seconds an influencer. You see that? You see the way it's loading it?

Yes, sir.

So Bill Gates, I already liked on this one. I didn't like on this one. I'm gonna leave him a comment here. So you'd have a list of people that you're basically commenting on their posts to stay top of mind with them. In your case, it's gonna be your prospects. You're gonna have a list of—

Prospects.

Yeah, you're gonna have a list of prospects that we're gonna give you for people that just signed up to Evvii or that have signed up recently and maybe are not paying yet, and you're gonna you know, connect with them with your LinkedIn account and build a relationship with them. Get it?

Yep, got it. And, um, another question, Joe. So, uh, like, how do you use, um, EvAI to increase, um, LinkedIn engagement?

Um, well, if you're engaging with other people on LinkedIn, they're going to want to engage back with you. So make sure that you are Posting quality content, and then you're that you're engaging with people regularly. That's going to be really, really key. So posting regular content and make sure that you're engaging properly with people. Got it.

So what you what did you do? Did you comment?

Yeah, I'm leaving comments.

Ah, I see.

So if you, for example, if you leave comments on my posts, so right now your profile, we're gonna optimize your profile too. Right now your profile sucks.

Yeah, exactly.

You're brand new, your profile sucks. We need to get you a better profile. So let's go ahead and fix your profile up to make it tidy, make it really good. So how do you do that? The first thing we're gonna do is we're gonna take your profile and we're gonna optimize it by copying all the content from your profile and putting it into Evvy AI. Um, so this is what I would do. I copied all the information from your profile. Okay?

Mm-hmm.

I just select it all and copy it. Then I go into, I'm gonna close this window here that we're done. We're done with this now. I'm gonna press stop navigation. I'm gonna close this, but you get the point. I'm going to go to Evy AI by going to evyai.com or in my profile. You see where it says try ChatGPT for LinkedIn? You see that?

Yes.

You need to have a link like this on your profile under where it says, you know, Philippines or wherever you're from. You see? So I'm going to click on— well, I'm going to click on this. I'm going to click on login. On the left side, I'm going to click on profile optimizer. I'm going to select I can select your persona that we just created. Remember we created a persona? So I can select Muriel, that's your persona. I'm going to select your goal, which is lead generation. Your tone is going to be happy, friendly, whatever, happy, friendly. I'm going to paste information from your profile. You see, I just pasted all this.

Okay.

I'm going to press generate. And let's see what it does. Within just a few seconds, you're gonna have a new headline. So this is your new headline you wanna use on LinkedIn.

Wow.

You see that?

Yeah.

This is a headline generator. This is your background information. So I'm gonna copy all this information out of here and we're gonna put it into the sales training doc right here. Okay. And then we're gonna tighten this up. So this is your headline. You don't wanna include the word headline, obviously.

Okay.

But that's your headline. Your headline is— we're just gonna— we don't need your middle name here. I don't know why you have a middle name. Is this your middle name or last? Or is your last name 2 words?

Oh, well, actually, that's my first name. Okay.

Your first name is Marielle?

Marielle Edsel. Yeah.

It's one word. It's 2.

Yeah.

Your first name is 2 words?

Yeah.

How is your first name 2 words?

I don't know.

Okay. All right, whatever. Fine. Your first name is two words. I mean, that's what a middle name is. Middle name is a middle name.

Exactly.

So your so your entire name is Muriel Edsel like that?

Yes, Muriel Edsel. Then my last name, Tagdulan. Yeah.

You don't call the Edsel a middle name?

Uh, no. Okay.

So why don't you put it together if it's one word?

Because actually my middle name is, uh, like Valencia. Yeah, it's actually— it's too long, so that's why I didn't put it there.

No, but so you're— what do you like to be called?

Um, Mario.

So why not just have Mario like that?

Oh, I see. I can still just get it right.

Yeah, this way it's less confusing. I would just do that. I would do 2. I would just do this part and this part, whatever you like to be called, as your name. I'm going to say name. So let's tighten up your name. Okay, and then over here you have to put in your title, whatever your title is. So in your case over here, it's going to be LinkedIn, LinkedIn support agent, something like that. Helping businesses leverage LinkedIn. Leverage AI to create posts, comments, and messages on LinkedIn and generate clients with LinkedIn. Something like that. Helping Professional.

It's more clean to look at.

Yeah. So that is what you do.

Um, yeah.

LinkedIn support agent at Evvy AI. You see that? LinkedIn support agent at Evvy AI, helping professionals leverage AI to create posts, comments, messages, and generate clients on LinkedIn. You see that? That's your headline. Your background information.

Look at that.

Hello, I'm Mirelda. I'm a passionate appointment setter. I'm a passionate LinkedIn support agent. Uh, I'm just gonna say LinkedIn support agent and lead generation specialist with over 7 years experience in call center and sales industry. My journey began as a market researcher where I honed my skills identifying market trends and opportunities. This foundation allowed me to excel in various roles, including customer service at Amazon, Sales and marketing and blah blah blah business development host of YRP. And I'm going to say now at Evie AI what we do, and I could write what we do at Evie AI. You get it?

Got it.

And then you could just more passionate support agent with lead generation specialist over there. I love helping people. Use AI and LinkedIn to get more clients. 7 years experience in sales. I was gonna say in sales. Okay, so I put the call to action right at the beginning.

Mm-hmm.

I love helping people with the use of AI. My journey began as a market researcher, blah, blah, blah, blah, blah. What we do at my core, I help businesses generate leads on LinkedIn. On LinkedIn. My target market includes professionals, engaged LinkedIn professionals seeking to enhance their sales and get clients on LinkedIn. LinkedIn. I understand the challenges that businesses face reaching their ideal client, and that's why I want to solve the problem by providing Evvy AI, a solution that creates posts, comments, and messages with AI in your voice. Okay, how we do it. I leverage my extensive experience in sales to help you use Evvy AI and teach you everything you need to know to get more exposure, credibility, and clients. On LinkedIn utilizing features like comment generator, post writer, or messaging Helper. I ensure every interaction optimized success and always in your voice. My approach is friendly. Okay, you see that?

Yes.

Next step. You ready to take your, your lead generation efforts to the next level? Let's connect and explore how we can— the ideal clients, whether you're looking for assistance in writing posts, or generating comments or expanding your reach on LinkedIn, let me help you. Click on my calendar and let's book a meeting. www.heavyai.com. Whatever. Okay. Contact me today. I appreciate you. Okay. So now you have your—

Yes.

You have your about section, you have your headline. Right now your about section is just one blurb of content, but I kind of broke it down into pieces. You see that?

Mm-hmm.

So now what I can do is I can take this, copy this, bring this back into Evvy AI and get a different version of this. So you see this, I'm gonna bring this back in here. I'm gonna hit generate again. I'm gonna change the tone to happy. I'm gonna hit generate again and it's gonna rewrite this over with the same exact content. Look at that.

Wow.

It tightened it up so good.

Yeah.

Made it really, really nice. Copy.

Yes. So happy. My profile's gonna be— look so lit.

Yeah. Your profile's gonna look amazing. But now that we have this, what we can do is We can, um, we can write you a persona. You wanna see me write you a persona?

Yes, please.

Okay, so we're gonna, I'm gonna write you an AI persona real quick. Let's see. Okay, so I'm gonna write, create a, a, uh, a thing based on blah, blah, blah, and we're gonna write your persona like as follows. We're gonna copy the information I wrote here.

Oh.

We're gonna copy This information. Ctrl+C. Paste it. Look up your profile. I'm going to just grab some information from your profile real quick. I'm going to copy and paste all the info from your profile too. I'm going to press go. And I'm just typing up, as you guys can see, I'm just typing up his persona real quick. So don't mind me while I type it all up. You see your communication style, your tone, your preferred phrases, your taboos, your personal interests, your goals, networking, content, personal info, general emotion, language style, frequency, formality level, favorite topics, writing style. Some example comments that you can add as templates. You know how to use templates in Evie AI?

Um, can you show me please?

Yeah, so these are the example templates. So let's say I want to save this template. I just copy this here, and then I go into Evie AI, and I click on login. Then on the left side, you see it says templates over here.

Uh-huh.

I click on it, and then I press new template. And then I just add the comment here, and I could just say it's a comment, and then I can say, great strategy. So you could have whatever you want. So if I'm on LinkedIn now, and I wanna leave a comment on someone's post, Let's say I want to leave a comment on someone's post. Let's say Derek Wilson. I'm going to pull up his profile. I want to comment on this post over here. Whatever. I'm just going to comment here. And I want to leave a comment with Evie AI. I can click, but then I can see this little persona, this little Template box here. Great strategy. And I press insert and I just inserted it. You see?

Yes.

So you can save, you can save all these. You don't even have to use AI if you don't want to. If you want to use these to write content, you just copy this just like that. Or I can just copy the whole thing like that. Ctrl+C. Go into Evie AI. Click on Post Writer, go like this, press Generate. It's going to generate a post with a hook, main points, a call to action, and hashtags all done for you. You see?

Wow.

Now you can post content every day on LinkedIn just like that. If you need ideas for what to post about, you can go to Idea Generator, put any topic here. Give me a, give me an example of a topic. Um, let's say I chose appointment setting.

Oh yeah, appointment setting.

Yep. I just chose appointment settings. I wrote appointment setting. I hit generate ideas. It's going to find 4 good ideas, like from cold calls to warm clients. You see that? How to use LinkedIn to set appointments. I press generate. And it's going to write a hook, main points, call to action, and hashtags in just 10 seconds.

Got it. Joe, I just want to ask as well, can we do like a schedule post writer as well?

Yeah, you could schedule a post inside LinkedIn. So if I want to schedule this, press copy. I can go into LinkedIn right over here. I could press start a post, paste it, and see where it says schedule on the bottom left here? Schedule. You could schedule it for later and it will post automatically, right? Yeah, exactly. You won't have to actually post it. It'll just do it automatically.

Nice. Okay.

So we got you those things. We got you those things. Now what we need to do is we need to get you a banner for the top of your profile. So for that, we're gonna go to Canva. We're actually gonna go to the Evvy AI Canva. So we're gonna go to Canva. You know what Canva is?

Uh, yes.

Uh, I'm gonna go to Canva. I'm gonna type in background banners. I have to find the Evie AI banners, but like, say, let's say for example, this banner here. These are great banners, you see?

Mm-hmm.

So if I want a banner, I could just go to File, create a new design, LinkedIn banner. I'm gonna do a LinkedIn background photo, you see? So this is the size of the LinkedIn background photo. Now I just have to take any of these that I like. If I like any of these, I can choose these, or I can choose another one and make myself a banner. Promotional. Let's see. Let's find you a banner that we like. I kind of like this one over here. I kind of like this one here. Meet your new assistant, Abby AI. That's cute.

Copy.

Paste. I'm going to try to get the, uh, the background of that. Ctrl+C, Ctrl+V. Copy this, put it here.

Nope.

You like it?

Yeah, it's, it's really cool.

Let's see if we can get a call to action from somewhere. Let's see if we can get a call to action. Get started. We have a few here. These are all great. I like this one here. So we have that. Meet your new assistant, Evie AI. I don't really love this here because this is an iPad and I want a computer. So let's see if we can find a computer somewhere here. Let's see if we can find a— oh, right here we have a computer.

I'm really excited in changing my LinkedIn profile.

Really?

Yeah.

That's great. I'm excited for you. But look at that. Look how nice that is.

Nice.

So now we have your banner. We're going to say Evvy AI LinkedIn background banner. Now we'll press save. I'm going to press download. Press download. Now we have your background banner.

Nice.

Now I'm going to take this background banner, look at it, make sure it looks good. Ooh, it looks very nice. Actually looks really nice.

Looks good.

I'll teach you how to update it. So let's go into Tammy's profile and update Tammy's. So I'm going to go here. I'm going to go to Tammy's profile. We're going to go to LinkedIn. We're going to click on her profile, click on me, click on view profile. Then over here, I'm going to click on this. Instead of having this, I'm going to change photo, upload a new photo, and then you could take it right from Tammy's profile if you want. I'm going to go to downloads, AVI background banner, apply. Now that's right here. So nice.

Really looks good.

Yeah, I really like it.

Yeah, I want to try later.

Yeah, so you just have to right-click on it, save it. I kind of want to make the button a little bit smaller, you know. Diana's in the waiting room. I kind of want to make the button a little bit smaller and I want to add the Evvii logo on the left side here. So let me quickly do that and then re-upload the thing. So I'm going to go here. I'm going to take this, put this here like that. Make this just a little bit smaller. Bring this here like this. Perfect. Bring this a little further here. Okay, great. That looks better. Um, we're gonna do save. I'm gonna do banner 2, save, copy, download, download. I'm gonna go back here, click on this, click on change photo, upload photo, banner 2, save, and then refresh.

Nice. Much better.

Much better, right? Because her logo's right there. Okay, good.

Yeah.

And now what we're going to have to do is we're going to have to edit her company from Evergreen to Heavy AI. So you click on the pencil here. See, right now it's add new position. President. Full-time. Heavy AI. Location.

Where?

Uh, Santa Monica? No, Marina. Oh, she's in New York. She's writing there. I'm just gonna say Los Angeles. Los Angeles metropolitan area. Location type, I guess remote. Start date, January 2024. End current position, Evergreen AI. I'll leave it running. Description. So now we have to write a description for it. So we could use Evie AI to write the description. We could use, um, the experience writer. All right, let's just see. All right, I'm gonna grab it, paste it. Okay. All right. Profile headline, helping coaches, consultants, and entrepreneurs helping engage LinkedIn users. President of Evvy AI, helping LinkedIn professionals. Boost referrals on LinkedIn with AI-powered strategies. Okay, that's good. All right, good. And then we'll press save. It's gonna say, do you wanna notify every, all your connections? I'm gonna say yes. Position added. Next, share with your network. I'm gonna say post now. And that worked. Okay, but you know how to do it now. You know how to update your position. You know how to update your banner. You know how to update your title. You have the title. You know how to update your about section. And then let's do this again. And you could use Evvy AI to do it all. Make sense?

Yes. Thank you, Joe.

All right, hope you enjoyed it. And next time we meet, let's get up a— let's get a sales script together. Like prepare a list of assets that you need and we'll get those things together, okay?