Lumikha Learning

How We Use Trello

Think of Trello as a whiteboard with sticky notes on it — except the whiteboard is on your computer and anyone on the team can see it.

Heartland - Haitian Workshop - Outreach Workflow

How Each Day Is Structured Every day there's a package of roughly 20–30 records to work. That

Heartland - Haitian Workshop - Outreach Overview

The One Thing to Get Right Before You Dial Every call you make is not a sales call. It'

LAMB - HubSpot - Schedule Meetings

You have a lead on the line who is interested. Because our HubSpot access level doesn't allow direct meeting reassignment, we use a proxy booking method.

LAMB - HubSpot - Dialing Dispositions

The Disposition is an important piece of the puzzle—it’s the "What happened?" of every call.

LAMB - Lifecycle Stage vs Lead Status in HubSpot

These two HubSpot properties are alike, but they serve different purposes.

LAMB - Appointment Campaign - HubSpot Life Cycle

This module defines how we categorize our contacts, ensuring that both our human team members and AI Agents know exactly where a person stands in our journey.

LAMB - Appointment Campaign - Script Overview

Why This Matters In B2B outbound marketing, the first 7 seconds determine whether you are viewed as an intrusive telemarketer

LAMB - Appointment Campaign: Lead Generation Sheet

This module introduces the primary tool used to manage outreach for Lambent services. Understanding this sheet is critical for maintaining data integrity, tracking campaign health, and ensuring accurate incentive payouts.

RADD - Project Update: Efficiency Standards & Location-Specific Verification

If you update the Name/URL/Address columns, you don't need to write a note explaining why. The data update is the explanation.

RADD - Overview - Understanding Facility Ownership & Rebranding

While some clinics are small "mom and pop" operations, many are owned by large corporate networks. These large networks frequently buy smaller clinics and clinics from other networks.

RADD - Project Updates: Find Info with No Website

Investigate records with missing URLs, cross-reference data points to verify business status, and determine when to update a record versus when to flag it for a phone call.

RADD - NAP+W Project: Troubleshooting Problematic Records

Techniques for addressing records where the provided website URL is not working.

RADD - NAP+W Project Updates

This training module summarizes the adjustments and key expectations for the data record verification project, focusing on production goals, accuracy,

RADD - Website Validation and NAP+W Data Hygiene Sprint

This module introduces the task designed to ensure the foundational Name, Address, Phone, and Website (NAP+W) data for radiology facilities is current and accurate.

RADD - Overview of Facility and Equipment Validation

The essential context, data targets, and core operational guidelines for the Radiology Data Campaign. It clarifies the type of facility being called and the three critical pieces of information required.

Introduction to Gemini Gems

Treat Gems not as static tools, but as living documents and a Second Memory that evolves alongside the technology and the brand.

Creating Gems in Gemini #2

If you don't ground the AI, you get generic, hallucinated, or skewed results.

Manage Tasks in Trello

We use Trello to simplify the assignment and tracking of tasks. The goal is clear accountability and a simple way to visualize where a piece of work stands.

Create a Gem with Gemini

Social Media Foundation - Post & Profile Dimensions and Formats

Social media algorithms favor optimized images, which can lead to better reach and engagement for your posts.