Brief on company's client handling procedures and policies
10
Provide details about key clients and their history with the company
11
Provide list of tasks and targets for the first month
12
Train on the company's customer value proposition and sales techniques
13
Approval: Trainer
14
Present the global partners and networks
15
Attend training sessions on negotiation techniques
16
Schedule weekly catch-up and review meetings
17
Schedule meeting with product teams
18
Organize shadow sessions with experienced relationship managers
19
Assign a few accounts to manage under supervision
20
Approval: Supervisor
Assign a mentor to the new Relationship Manager
This task involves assigning a mentor to the new Relationship Manager. The mentor will play a crucial role in guiding and supporting the new hire throughout their onboarding process. The mentor should have extensive experience in the role and be knowledgeable about the company's products and services. The mentor will provide guidance, answer questions, and assist the new hire in navigating their new role. This task is essential in ensuring a smooth transition for the new Relationship Manager and setting them up for success.
Introduce the new hire to the team
In this task, the new hire will be introduced to the team. This is an important step in building rapport and fostering a sense of belonging. The team members should be made aware of the new hire's role and responsibilities, and encouraged to extend a warm welcome. The new hire should be introduced to each team member individually, and provided with an opportunity to ask questions or seek clarification. By establishing connections with their colleagues, the new Relationship Manager will feel supported and motivated to contribute to the team's success.
Provide an overview of the company's products/services
This task involves providing the new hire with an overview of the company's products and services. The new Relationship Manager should have a clear understanding of what the company offers, the target market, and key features of the products/services. This knowledge will enable them to effectively communicate with clients and provide tailored solutions. To complete this task, the new hire should be provided with marketing materials, brochures, or access to online resources that showcase the company's offerings.
Conduct an initial meeting to understand the new hire’s expectations and answer questions
In this task, an initial meeting will be conducted with the new hire to understand their expectations and answer any questions they may have. This meeting is an opportunity for the new Relationship Manager to discuss their goals, aspirations, and any concerns they may have. It is important to address any questions or uncertainties at this stage to ensure the new hire feels supported and can confidently start their role. This meeting can also help identify any training or development needs the new hire may have.
Approval: Meeting outcomes
Will be submitted for approval:
Conduct an initial meeting to understand the new hire’s expectations and answer questions
Will be submitted
Provide system access and credentials
This task involves providing the new Relationship Manager with access and credentials to the company's systems. Access to systems such as email, CRM, and other software tools is necessary for the new hire to effectively perform their role. The access and credentials should be provided securely and in accordance with the company's IT policies. The new hire should be guided through the login process and any necessary setup or configuration. This task ensures that the new Relationship Manager can start working without any technical barriers.
This task involves arranging the technical setup for the new Relationship Manager, including providing them with a computer, phone, and installing necessary software. The computer and phone should be set up with relevant applications, email, and CRM access. This task may require coordination with IT or facilities teams to ensure the necessary equipment and software are available. The goal is to provide the new hire with the tools they need to effectively perform their role and minimize any technical difficulties during their onboarding process.
1
Computer
2
Phone
3
Software installation
Train on the company's CRM system
In this task, the new Relationship Manager will undergo training on the company's CRM system. The CRM system is a vital tool for managing client relationships, tracking sales activities, and generating reports. The training should cover the basic functionalities of the CRM system, including creating and updating client profiles, recording interactions, and generating reports. The new hire should also be made aware of any specific CRM procedures or guidelines followed by the company. By becoming proficient in using the CRM system, the new Relationship Manager will be equipped to effectively manage client relationships.
Brief on company's client handling procedures and policies
This task involves briefing the new Relationship Manager on the company's client handling procedures and policies. The new hire should be familiarized with the company's approach to client interactions, communication guidelines, and any specific processes followed when handling client requests or issues. It is important for the new Relationship Manager to understand the company's standards for client service and ensure consistency in their approach. This task helps in setting clear expectations and ensuring a unified approach to client management across the organization.
1
Client communication guidelines
2
Process for handling client requests
3
Issue resolution process
4
Client service standards
5
Provide details about key clients and their history with the company
This task involves providing the new Relationship Manager with details about key clients and their history with the company. The new hire should be familiarized with the company's top clients, their specific needs and expectations, and any previous interactions or history. This knowledge will enable the new Relationship Manager to better understand client requirements, anticipate their needs, and provide tailored solutions. The details can include client profiles, case studies, or access to CRM data. By understanding key clients, the new Relationship Manager will be able to establish strong relationships and drive client satisfaction.
1
Client profiles
2
Interaction history
Provide list of tasks and targets for the first month
In this task, a list of tasks and targets will be provided to the new Relationship Manager for their first month. The tasks and targets should align with the company's objectives and the new hire's role. The list should outline specific activities, milestones, and deadlines to guide the new Relationship Manager in their first month. This task provides clarity and direction to the new hire, ensuring they have a roadmap to follow and can contribute towards achieving their goals.
1
Establish relationships with key clients
2
Meet with team members to understand their roles
3
Complete CRM training
4
Achieve X% of sales target
5
Submit X reports
Train on the company's customer value proposition and sales techniques
This task involves training the new Relationship Manager on the company's customer value proposition and sales techniques. The new hire should understand the unique selling points of the company's products/services, how they meet client needs, and the value they deliver. Additionally, the new Relationship Manager should be trained on effective sales techniques, including pitching, objection handling, and closing strategies. This training equips the new hire with the necessary skills to effectively communicate the value proposition and drive sales.
Approval: Trainer
Present the global partners and networks
In this task, the new Relationship Manager will be presented with information about the company's global partners and networks. The new hire should be aware of the company's collaborations, alliances, and affiliations with other organizations, as well as any industry networks or associations they can leverage. This knowledge enables the new Relationship Manager to tap into global resources, collaborate with partners, and leverage collective expertise to better serve clients. The presentation can include slides, videos, or access to online resources.
Attend training sessions on negotiation techniques
This task involves scheduling and attending training sessions on negotiation techniques. Negotiation skills are essential for a Relationship Manager to effectively navigate client meetings, address conflicts, and secure favorable outcomes. The training sessions should cover topics such as preparation, active listening, problem-solving, and win-win strategies. By honing their negotiation skills, the new Relationship Manager will be equipped to handle challenging situations and drive mutually beneficial agreements with clients.
Schedule weekly catch-up and review meetings
In this task, weekly catch-up and review meetings will be scheduled with the new Relationship Manager. These meetings provide an opportunity to discuss progress, address any challenges, and provide feedback. The catch-up meetings should be held on a regular basis, preferably at the same time each week, to ensure consistency. These meetings help in tracking progress, identifying areas for improvement, and ensuring the new hire receives the necessary guidance and support.
1
Weekly
2
Bi-weekly
Schedule meeting with product teams
This task involves scheduling a meeting with the product teams. The new Relationship Manager should meet with relevant product teams to understand the product offerings in detail, discuss any upcoming or planned updates, and clarify any queries they may have. This meeting helps in building a strong understanding of the products/services and ensures the new Relationship Manager can effectively position them to clients. The meeting can be conducted in person or virtually, depending on the availability of the teams and the new hire.
Organize shadow sessions with experienced relationship managers
This task involves organizing shadow sessions for the new Relationship Manager with experienced relationship managers. Shadow sessions provide an opportunity for the new hire to observe and learn from experienced professionals in action. The sessions can include accompanying an experienced relationship manager to client meetings, listening in on sales calls, or reviewing client proposals. By shadowing experienced relationship managers, the new hire can gain valuable insights, learn best practices, and enhance their skills and confidence.
Assign a few accounts to manage under supervision
In this task, a few accounts will be assigned to the new Relationship Manager to manage under supervision. The new hire will work closely with a supervisor or experienced relationship manager to handle these accounts, gaining hands-on experience and guidance. Assigning accounts allows the new Relationship Manager to practice client handling, understand client needs, and contribute to the team's goals. Through this task, the new hire can gradually take on more responsibility and eventually manage accounts independently.
