How To Use & Setup Your Slack Account

  1. Overview
  2. Getting Started
  3. 4. How To Use & Setup Your Slack Account
  4. How To Use & Setup Your Slack Account

Purpose

To ensure all new team members can correctly set up Slack, access the core communication channels, and understand how Slack is used inside Leadbreakers.

1. Tools & Access Required

  • Slack Desktop App (recommended) OR Slack Web Access

  • Your Leadbreakers Slack invitation link (provided via email)

  • A stable internet connection

  • A profile photo (professional, clear)

  • Your company email address

2. Slack Setup – Step-by-Step

Step 1: Accept Your Invitation

  1. Open the Slack invitation sent to your email.

  2. Click “Join Workspace”.

  3. Set your name, password, and profile photo.

  4. You are now inside the Leadbreakers Slack workspace.

Step 2: Install the Slack Desktop App

(Optional but strongly recommended)

  1. Go to: https://slack.com/downloads

  2. Download and install the desktop app.

  3. Log in using the same email and password you created.

Step 3: Set Your Profile

  1. Click your name in the top left.

  2. Select “Edit Profile”.

  3. Add:

    • Full Name

    • Role (e.g., “Cold Caller / Appointment Setter”)

    • Time Zone

    • Profile Photo

  4. Click Save Changes.

Step 4: Enable Notifications

  1. Go to Preferences → Notifications

  2. Set notifications to All New Messages

  3. Enable:

    • Desktop notifications

    • Mobile push notifications

  4. Make sure Do Not Disturb is turned off during work hours.

This ensures you never miss a message.

3. Leadbreakers Slack Channels (Overview & How They’re Used)

Slack is organized around channels. For your role, here are the two you must understand clearly:

#sales

Purpose:
All communication related to outbound activities, cold calling, lead updates, and booked appointments.

You will use this channel for:

  • Reporting daily call totals

  • Sharing booked appointments

  • Asking quick sales questions

  • Getting clarification on scripts

  • Updating the status of leads

  • Call feedback or improvements

  • Team collaboration with other setters / sales team

Examples of messages you may post:

  • “Booked a call for Thursday 2pm EST with XYZ Roofing.”

  • “Completed 180 dials today, 3 appointments booked.”

  • “Prospect asked about pricing — how should I position this?”

#client-delivery

Purpose:
Updates, questions, and communication related specifically to client accounts, lead flow, performance, and delivery.

You will use this channel for:

  • Asking questions related to specific client campaigns

  • Notifying the team if a prospect requests client-specific info

  • Sharing feedback from roofing/solar contractors

  • Flagging any lead issues (rare, but important)

  • Understanding client requirements

  • Seeing updates from the Leadbreakers operations team

Examples of messages you may post:

  • “Prospect from Maine Roofing asked if we can deliver in his ZIP — confirming?”

  • “Got feedback that XYZ Roofing wants exclusive leads only.”

4. Completion Checklist (For the Onboarding Portal)

The new team member should check each when done:

  • Joined Slack workspace

  • Installed Slack desktop app

  • Set profile photo + time zone + role

  • Enabled notifications

  • Joined #sales (if applicable)

  • Joined #client-delivery (if applicable)

  • Reviewed how each channel is used

  • Posted first message saying to their respective channel saying hello to everyone!