Imagine Experience ← Imagine HQ

Welcome aboard

Welcome to the team.

Curious · Intentional · Impactful

Everything you need for a great first week — get your accounts set up, learn how we work, and meet the people you'll be designing magical moments with.

You're here because you're great at what you do — now let's make you dangerous. Imagine designs experiences, not events: thoughtfully curated moments that change lives. Work through the steps below at your own pace; your manager has the back-office setup covered, so focus on getting comfortable.

Curious · Elevate · Intentional · Impactful · Passionate · Dominate

1

Get your accounts & access

Make sure each of these is set up and you can log in. Ping your manager or #sales if anything's missing.

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Email & Calendar

Your @imagineexp.com Google Workspace account — email, Calendar, and Drive.

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Monday & Slack

Our CRM/system of record, and where the team talks.

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Pay, Expenses & Tools

Payroll & benefits, expense reporting, and prospecting.

2

Learn how we work

Start in the Academy, then keep the workflow guides handy as you go.

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Imagine Academy Start here

Self-paced training — sales fundamentals and the CRM, with progress saved as you go.

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The Workflow Guides

How we run leads and events, step by step.

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How We Sound & Sell

The language that makes us Imagine — experience vs. event, and why we win.

3

Set up to actually work

A few connections that make your day-to-day flow — especially logging activity and working from your phone.

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Connect Gmail & Calendar to Monday

In Monday → Email & Activities → Integrations. This logs your outreach and syncs meetings automatically — so you're not double-entering.

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Put the Leads Portal on your phone

One-tap access to your leads from your iPhone home screen, with the Imagine icon.

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Meet the team

Faces, roles, and a few fun facts. Say hi in #sales.

Managers & Ops: the full technical setup for a new Sales Director — Outreach board, dashboard widgets, automations, Vibe-app config — lives in the New Employee CRM Checklist runbook on Monday. Work it top to bottom when a new rep starts.