Thor's Hammer User Guide

Thor's Hammer is a powerful tool built into Shape to help you manage partner follow-ups. This guide shows you how to use the checklist, automate follow-up steps, and keep your partner interactions on track.

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Overview

Thor's Hammer is a checklist designed for partner follow-ups. It helps you keep track of important steps like making a memorable introduction, doing a welcome call, and setting expectations. Each task is marked with your username and the date and time when you complete it.

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Setting Up Your Thor's Hammer Checklist

1. Access the Checklist
   Open your partner follow-up list in Shape. Locate the Thor's Hammer checklist area.

2. Review the Tasks
   Look at the list of tasks. These may include steps such as:

   • Making a memorable intro
   • Doing a welcome call
   • Setting expectations

3. Customize Your Checklist
   You can adjust the checklist items to match your workflow. Change or add tasks as needed.

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Using the Checklist

1. Call Your Partners
   As you work through your list, call your partners based on the order you set. You may prioritize VIPs or new contacts.

2. Mark Off Completed Tasks
   Check off tasks as you complete them. Each item will be stamped with your username, date, and time.

3. Review Progress
   Keep an eye on the checklist. It helps you see what has been done and what still needs to be completed.

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Automating Follow-Up Actions

1. Enable Automation
   Thor's Hammer can automate follow-up steps. When a task is marked complete, an email or text can be sent automatically.

2. Set Up Automation Rules
   Go to the automation settings in Shape. Choose which checklist items should trigger a follow-up message.

3. Test Your Setup
   Run a test to ensure that the automation works. Confirm that emails or texts are sent as planned.

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Best Practices

• Keep It Simple: Use clear tasks and update your checklist as you go.
• Stay Consistent: Check off items immediately after completion to keep your data accurate.
• Automate Wisely: Use automation for routine follow-ups but review messages periodically.

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Need More Help?

If you need further assistance with Thor's Hammer or want a walk-through on setting up and using this tool, please let us know. We can schedule a call with our team to guide you through the process.

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This guide is designed to help you get the most out of Thor's Hammer and ensure your partner follow-ups are effective and efficient.