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New Sales Rep Getting Started Checklist

New Sales Rep Getting Started Checklist

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Complete This Section First
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DAY 1: ONBOARDING
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Read welcome aboard message
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Complete and submit Direct Seller's Agreement
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Complete and return W9 form
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Complete reputation marketing training
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Review commissions and compensation plan
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Review our company sales process
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Review how our company pays its sales consultants
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Review how the sales orders you make will be processed
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Sign up for Zoom.us basic free plan
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Sign up for free Skype plan
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Set up appointment times to meet with sales manager for next 14 days
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DAY 2:
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Set up appointment calendar
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Review all tutorial videos for CRM platform
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Log into CRM platform for the first time
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Set up email IMAP in CRM (SKIP THIS SECTION)
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Review all tutorial videos and instructions for using phone dialer
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Set up your Google Calendar inside CRM platform (SKIP THIS SECTION)
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Review activity tracker
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Complete training to sell Review Video Commercials
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DAY 3:
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Complete your first day of calling
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Talk to your first decision maker
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WEEK 1:
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Make your FIRST sale
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Refer at least one sales consultant to help boost your residuals
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Complete a full week within the activity tracker sheet
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Check this off when you have completed this entire checklist