Provide detailed employee profile
Allocate essential technical equipment like computers, phones, headsets
Set up corporate email account
Provide details about company policies and procedures
Approval: HR for Employee Documentation
Assign a mentor from the institutional sales team
Introduce to the team and key stakeholders
Arrange introductory meeting with line manager
Provide product training materials and resources
Approval: Line Manager for Training Completion
Conduct product knowledge assessment test
Set up CRM system and other necessary software
Provide information about sales targets and performance expectations
Train on proposal development and negotiation skills
Approval: Sales Head for Proposal Skills
Share contacts and strategies for major clients
Plan first sales presentation with the guidance of the mentor
Feedback session post first client interaction
Approval: Line Manager for Initial Performance Assessment
