{"id":12259,"date":"2017-10-25T18:31:33","date_gmt":"2017-10-25T18:31:33","guid":{"rendered":"https:\/\/www.process.st\/templates\/new-associate-training-90-day-intro-copy\/"},"modified":"2024-02-28T20:45:00","modified_gmt":"2024-02-28T20:45:00","slug":"new-associate-training-90-day-intro-copy","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/new-associate-training-90-day-intro-copy\/","title":{"rendered":"New Associate Training 90 Day Intro (Copy)"},"content":{"rendered":"<section id=\"overview\">\n<h2> Overview: <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nX7c_mBzOQ6BFyIbcI9H9w.jpg\" alt=\"Overview:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nX7c_mBzOQ6BFyIbcI9H9w.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Training your reps to be the best they can be will result in <strong>greater success for them and greater success for the company.<\/strong>&nbsp;<\/p>\n<p>In this checklist, we have provided a <strong>90-day training outline<\/strong> which takes your new hire from fresh-faced hire to experienced deal-closer.&nbsp;<\/p>\n<p><strong>The first 30 days<\/strong> concern creating a competent rep, able to deal with clients and perform their job well.<\/p>\n<p><strong>The second 30<\/strong> day period is aimed at giving them an in-depth knowledge of the market, the company, and the product. Alongside this, the reps will shadow their colleagues to improve on their core purpose: selling.&nbsp;<\/p>\n<p><strong>The final 30 days<\/strong> is intended to give the rep experience of the full pipeline from prospecting to closing. They should also experience duties outside of the day to day activities, like going to a conference. The final 30 days of the sales training process&nbsp;should shape them into the complete sales rep.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i0g17xH7Y7b77O8TiOhMlQ.jpg\" alt=\"90 Day Sales Training Process\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/i0g17xH7Y7b77O8TiOhMlQ.jpg\" \/> <\/a><figcaption>\n     90 Day Sales Training Process<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"record-employee-details\">\n<h2> Record employee details <\/h2>\n<div class=\"text-content\">\n<p><strong>Use these form fields<\/strong> provided to record your new hire's details.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Position <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Previous experience <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Start date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> CV <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"ensure-onboarding-has-been-completed\">\n<h2> Ensure onboarding has been completed <\/h2>\n<div class=\"text-content\">\n<p>When hiring a new employee there are various steps which must be completed. The hiring process must be <strong>legal and all documentation must be signed<\/strong>. The employee should also be made aware of the <strong>nature of their role and compensation<\/strong> in order to guarantee satisfaction for both parties.&nbsp;<\/p>\n<p><strong>Use our checklist below<\/strong> to record the completion of some of the steps.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Explain the company\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Ensure agreement on compensation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Provide a full job description\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Sign all relevant contracts\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Provide payment information for finance department\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Undergo background checks where necessary\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"week-1\">\n<h2> Week 1: <\/h2>\n<\/section>\n<section id=\"goal-setting\">\n<h2> Goal Setting <\/h2>\n<div class=\"text-content\">\n<p>Goal Setting<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is your 90 Day Income Goal <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Calculate the Sales Commission Target (divide income by 0.3) to determine gross FYC <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Caculate 6 month emergency fund &quot;safety net&quot; <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is your ideal income? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"learning-about-prospecting\">\n<h2> Learning about Prospecting <\/h2>\n<div class=\"text-content\">\n<p>If you're hiring someone who has worked previously within a financial environment, &nbsp;<strong>they may have leads or contacts&nbsp;<\/strong><\/p>\n<p>Sit down for a conversation with your new employee to discuss any immediate value they could bring to the sales team.<\/p>\n<p><strong>Record the notes of this meeting in the form field below<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes from portfolio discussion <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Write a list of everyone you know\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Organize the lists of names into categories and demographics\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Workflow - when does a lead become a prospect?\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"developing-a-10x10-prospecting-strategy\">\n<h2> Developing a 10x10 Prospecting Strategy <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify 10 strategies to generate leads\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Choose 3 strategies you will focus on for the next 90 days\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"introduction-to-crm\">\n<h2> Introduction to CRM <\/h2>\n<div class=\"text-content\">\n<p>Go to company website<\/p>\n<p>Contact Us (drop down menu)<\/p>\n<\/p>\n<p>Remember to bookmark the page<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Setting up the CRM<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Logging into CRM\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Settings\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Google\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Log in with your credentials\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Allow\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Email will now be linked)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create email signature\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"crm-training-videos\">\n<h2> CRM Training Videos <\/h2>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> CRM Training Videos <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"leads-and-prospects-crm-workflow\">\n<h2> Leads and Prospects CRM Workflow <\/h2>\n<div class=\"text-content\">\n<p>Your team is going to be working closely together so they should know each other well. Later in the training, we will schedule shadowing exercises to&nbsp;share knowledge with the new hire.<\/p>\n<p>Use this moment to <strong>have a relaxed meeting where people can chat and ask questions<\/strong> to build a sense of togetherness.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Leads and Prospects Workflow Introduction<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      How to set up Sales Objectives\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Enter all warm market leads into CRM\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Organize and Segment and link as needed\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Pull a new leads report\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"getting-to-know-company\">\n<h2> Getting to know COMPANY <\/h2>\n<div class=\"text-content\">\n<p>What is our vision<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>What is our mission<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Email sent out with the information for financial planning<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Particularly when dealing with bigger clients where applications&nbsp;have to be signed off at various levels, having an&nbsp;<strong>in-depth knowledge of your company and its history and successes can be very important<\/strong>. The reputation of a company can give the credibility needed to pass a sale in a boardroom where one of your advisors&nbsp;might not be present.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Task your employee with researching the company further and understanding what strengths they may be able to use in future meetings <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"getting-to-know-the-client\">\n<h2> Getting to know the client <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What is the difference between a lead vs prospect?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What is strength-based solution focused advising?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Top 10 Questions you need to ask\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"week-2\">\n<h2> Week 2: <\/h2>\n<\/section>\n<section id=\"introducing-phone-assessments\">\n<h2> Introducing Phone Assessments <\/h2>\n<div class=\"text-content\">\n<p>Introduce your new hire to the different departments in the company. This gives a good opportunity to <strong>show them around <\/strong>and to <strong>provide them with points of contact<\/strong>. It also aids them in settling in by making every face a friendly one.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Administration Team\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Advisory Team\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What does each person do?\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Finders vs Minders vs Grinders\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Learning How to Approach Leads<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Phone consultation form\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Listening to 5 phone consultations\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Complete personal phone consultation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Learn how to write a phone consultation report\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Workflow - how to enter data from lead to prospect\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create Opportunity\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create tasks\/activity\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Upload document report and linking in CRM\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"undertake-sample-tasks-on-crm\">\n<h2> Undertake sample tasks on CRM <\/h2>\n<div class=\"text-content\">\n<p>An important part of many sales team's processes is their CRM. This allows calls to be tracked and pipelines to be measured. Your hire may have experience now with the basics of the CRM, but this is your opportunity to <strong>test their knowledge and help them improve<\/strong>.&nbsp;<\/p>\n<p><strong>Create 3 walkthrough scenarios<\/strong> of varying complexity for your new employee to work through in your CRM.<\/p>\n<p><strong>Detail the scenarios below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> New lead from website <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Referral <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Workshop Attendees <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"learning-about-productsvendors\">\n<h2> Learning about Products\/Vendors <\/h2>\n<div class=\"text-content\">\n<p><strong>Schedule time this week for a meeting with the wholesaler<\/strong>. This should give your hire the chance to learn about the product first hand from the people who make it. Make sure that this meeting covers <strong>all aspects of the product which the sales rep will need to know.&nbsp;<\/strong><\/p>\n<\/p>\n<p><strong>Use our email widget<\/strong> to reach out to the product team.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What is Cancer Guard\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What is Children 360\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      What is Child and Health Duo\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Introducing the Exceedia 100 Protection Campaign Focus\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"week-3\">\n<h2> Week 3: <\/h2>\n<\/section>\n<section id=\"introducing-step-1-of-the-sales-process\">\n<h2> Introducing Step 1 of the Sales Process <\/h2>\n<div class=\"text-content\">\n<p>Particularly when dealing with bigger clients where sales have to be signed off at various levels, having an <strong>in-depth knowledge of your company and its history and successes can be very important<\/strong>. The reputation of a company can give the credibility needed to pass a sale in a boardroom where one of your sales reps might not be present.&nbsp;<\/p>\n<p>Task your employee with <strong>researching the company further<\/strong> and understanding what strengths they may be able to use in future calls.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Observe 5 Initial Consultations\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Workflow Process from prospect to initial consultation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Pre-meeting preparation tasks (documented on CRM)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Post-meeting tasks (documented on CRM)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"understanding-terminology-of-the-company\">\n<h2> Understanding terminology of the company <\/h2>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is cash flow planning <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is a risk management plan <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the difference between product x\/y\/z <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the purpose of asset accumulation <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What is the purpose of estate planning <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"present-a-workflow-map-of-internal-processes\">\n<h2> Present a workflow map of internal processes <\/h2>\n<div class=\"text-content\">\n<p>By the end of their third week, the new advisor should have spent <strong>two weeks doing some work on the phones<\/strong>&nbsp;and should have a <strong>strong knowledge of the CRM<\/strong>.&nbsp;<\/p>\n<p>Have them <strong>create a workflow map of internal sales processes<\/strong> and present it to you.&nbsp;<\/p>\n<p><strong>Upload the workflow map below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Workflow map <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"week-4\">\n<h2> Week 4: <\/h2>\n<\/section>\n<section id=\"learn-the-market\">\n<h2> Learn the market <\/h2>\n<div class=\"text-content\">\n<p>Set the new employee the task of learning more about the market. This may involve <strong>researching competitors<\/strong> and reading any reports they may have published. If you give them appropriate guidance in how you want them to approach this then you could use some of their research when compiling competitor analysis for your <a href=\"https:\/\/www.process.st\/templates\/monthly-sales-report\" target=\"_blank\" rel=\"nofollow noopener\">monthly sales report<\/a>.<\/p>\n<p><strong>Upload their research<\/strong> in the form field below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the file <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-and-deliver-a-phone-consultation\">\n<h2> Prepare and deliver a phone consultation <\/h2>\n<div class=\"text-content\">\n<p>Given the levels of research your new employee will now have done on both the product and the market, <strong>assign them a product demo<\/strong> with a potential client.&nbsp;<\/p>\n<p><strong>Record your notes in the form field.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on product demo <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"identify-the-entire-workflow-process\">\n<h2> Identify the entire workflow process <\/h2>\n<div class=\"text-content\">\n<p>To round off the first month, <strong>Design a full sale process.&nbsp;<\/strong>Have them sell to you from start to finish. The goal here through their 3 weeks of practice on the phones and extensive research is for them to <strong>now be a competent salesperson<\/strong> who you are <strong>happy to have<\/strong> <strong>representing your company<\/strong> in any scenario.<\/p>\n<p><strong>Record your notes below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on first plan <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"week-5\">\n<h2> Week 5: <\/h2>\n<\/section>\n<section id=\"undergo-the-customer-service-training\">\n<h2> Undergo the customer service training <\/h2>\n<div class=\"text-content\">\n<p>As part of a rounded knowledge of the company, it is important to understand different departments. Customer service is of particular importance to a sales team. Knowledge of the product alone doesn't equal <strong>knowledge of how customers engage with the product, and the problems or difficulties they may have<\/strong>. This knowledge can help inform salespeople as to what obstacles customers may be experiencing which could hinder sales, in certain industries.<\/p>\n<p>Have your employee <strong>undergo basic customer service training<\/strong>.<\/p>\n<p>You can find more about <a href=\"https:\/\/www.process.st\/customer-support-process\/\" target=\"_blank\" rel=\"nofollow noopener\">customer support approaches here<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"shadow-the-senior-team-members\">\n<h2> Shadow the senior team members <\/h2>\n<div class=\"text-content\">\n<p>In this month we'll be<strong> beginning the shadowing program<\/strong>. The first step is to pass on the skills of the most experienced members of the team. Connect your new employee with the senior sales team and have the new hire shadow all of them one by one<strong> to learn different techniques and approaches<\/strong>.&nbsp;<\/p>\n<p>Use the<strong> email widget below<\/strong> to inform the first one.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Initial Consultations\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify Process\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify Workflow\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Identify Tasks\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Demonstrate the ability to enter data accurately into CRM\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Recording Activity\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"sit-in-on-client-meetings\">\n<h2> Sit In on client meetings <\/h2>\n<div class=\"text-content\">\n<p>To continue broadening the knowledge of the company's operations, have the new hire sit in on advisor&nbsp;meetings. This will <strong>help them understand constraints<\/strong> and help them l<strong>earn the roadmap for the product<\/strong> in greater detail.<\/p>\n<p>5 Client meetings should be completed<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client Meeting 1\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client Meeting 2\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client Meeting 3\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client Meeting 4\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Client Meeting 5\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"week-6\">\n<h2> Week 6: <\/h2>\n<\/section>\n<section id=\"shadow-financial-meetings\">\n<h2> Shadow Financial Meetings <\/h2>\n<div class=\"text-content\">\n<p>Follow the financial&nbsp;training with time spent shadowing &nbsp;a few members of the team. This will help them understand that role better and <strong>prepare them for a few days of client support assistance<\/strong> which they will undertake in the coming weeks.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Financial Consultations\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Plan Development\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Plan Presentation\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"shadow-business-consultation-meetings\">\n<h2> Shadow Business Consultation Meetings <\/h2>\n<div class=\"text-content\">\n<p>Follow the business consulting&nbsp;training with time spent shadowing &nbsp;a few members of the team. This will help them understand that role better and <strong>prepare them for a few days of client support assistance<\/strong> which they will undertake in the coming weeks.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Business Consultation Meetings\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Business Plan Development\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"sit-in-on-plan-development-meetings\">\n<h2> Sit in on plan development meetings <\/h2>\n<div class=\"text-content\">\n<p>After sitting in on product meetings, next is to try the financial planning&nbsp;department. This will <strong>open up the new knowledge of the roadmap to further scrutiny<\/strong> and analysis. The new hire can understand why the roadmap is as it is. And they can gain further knowledge into other potential changes to come in the future.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Cash Flow Planning\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Risk Management Planning\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Tax Consulting Process\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"week-7\">\n<h2> Week 7: <\/h2>\n<\/section>\n<section id=\"deliver-first-week-of-customer-support-assistance\">\n<h2> Deliver first week of customer support assistance <\/h2>\n<div class=\"text-content\">\n<p>Advisors can gain insight into clients&nbsp;and their behavior through spending time assisting with client&nbsp;support.<\/p>\n<p>The employee may be <strong>answering emails and messages or on the phones<\/strong>.&nbsp;<\/p>\n<p>Provide the new hire with an<strong> entry level equivalent support<\/strong> role for their first foray into helpdesk activities.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Phone calls and using Kronos\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Email responses to inquiries\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Email responses to client financial change requests\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Email responses to client non-financial change requests\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Docusign\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Faxes\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"give-a-presentation-relating-to-the-product\">\n<h2> Give a presentation relating to the product <\/h2>\n<div class=\"text-content\">\n<p>After having sat in on both product meetings and planning&nbsp;and development meetings, the employee should have a strong knowledge about the product and its roadmap going forward.<\/p>\n<p>Give the rep an opportunity to <strong>pick an aspect of the product or a future stage of the product to give a presentation on<\/strong>. Have them choose something inventive to approach and to demonstrate creativity.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Record the notes of this presentation below <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"week-8\">\n<h2> Week 8: <\/h2>\n<\/section>\n<section id=\"deliver-second-week-of-client-support-assistance\">\n<h2> Deliver second week of client support assistance <\/h2>\n<div class=\"text-content\">\n<p>During the shifts spent providing client assistance in their second week, the employee could be given <strong>a different category of support<\/strong> to work with. This may open the hire up to dealing with a range of different customers.<\/p>\n<p>Use the form field below to <strong>record any performance notes passed on from the customer support team manager<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on customer support <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"share-a-sales-portfolio-with-the-mentor\">\n<h2> Share a sales portfolio with the mentor <\/h2>\n<div class=\"text-content\">\n<p>Help consolidate the mentoring program by sharing a portfolio between the two reps. With this effort, you can help <strong>encourage a greater degree of skill sharing<\/strong>.&nbsp;<\/p>\n<p>If you have more than one trainee and are running a mentoring program across multiple team members you can <strong>create a sales competition between the mentors<\/strong>. With the right incentives, you can encourage the mentors to give everything to improve the performance of their partners.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"provide-followup-contact-to-existing-clients\">\n<h2> Provide follow-up contact to existing clients <\/h2>\n<div class=\"text-content\">\n<p>During this week have the trainee follow up&nbsp;with previous and existing clients.&nbsp;<\/p>\n<p>This can be a good way of making sure all contacts are qualified leads and will test a slightly different sales skillset.<\/p>\n<p>Have the employee <strong>compile a report on these contacts<\/strong>.<\/p>\n<p>This report could document how existing clients are experiencing the product or services and what would be required in order to upsell, or it could document why previous clients left and what would be required to bring them back.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"week-9\">\n<h2> Week 9: <\/h2>\n<\/section>\n<section id=\"support-the-sales-prospecting-team\">\n<h2> Support the sales prospecting team <\/h2>\n<div class=\"text-content\">\n<p>To gain a <strong>full working knowledge of the sales pipeline<\/strong>, assign some time to the sales prospecting team. This broad knowledge of the complete sales process will benefit future sales, flexibility, and potential advancement in the company. &nbsp;<\/p>\n<p>For a complete process, you can use our <a href=\"https:\/\/www.process.st\/templates\/weekly-sales-prospecting-checklist\" target=\"_blank\" rel=\"nofollow noopener\">Weekly Sales Prospecting Checklist<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"take-on-leads-as-own-clients-for-closing\">\n<h2> Take on leads as own clients for closing <\/h2>\n<div class=\"text-content\">\n<p>Have the new employee take on<strong> their own independent high-value leads for the closing stage<\/strong>. This will provide them with knowledge of the final step in the pipeline and by focusing on this your new hire has the chance to put numbers on the board; fuelling their confidence.&nbsp;<\/p>\n<p>For guidance on this stage of the pipeline, you can provide your trainee with our <a href=\"https:\/\/www.process.st\/templates\/closing-the-sale\" target=\"_blank\" rel=\"nofollow noopener\">Closing the Sale Checklist<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"present-research-on-previous-weeks-client-research\">\n<h2> Present research on previous week's client research <\/h2>\n<div class=\"text-content\">\n<p>Make time for the new employee to <strong>present their research report on existing and previous clients.<\/strong><\/p>\n<p>You can <strong>upload this report<\/strong> using the form field below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client Research <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"week-10\">\n<h2> Week 10: <\/h2>\n<\/section>\n<section id=\"continue-with-sales-prospecting-assistance\">\n<h2> Continue with sales prospecting assistance <\/h2>\n<div class=\"text-content\">\n<p>Have the employee continue to devote some hours to the sales prospecting over the course of this week. Check to see<strong> improvement on the previous week's performance<\/strong>.<\/p>\n<p>Leave your <strong>notes on their prospecting performance<\/strong> in the form field below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on prospecting <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"focus-on-existing-clients\">\n<h2> Focus on existing clients <\/h2>\n<div class=\"text-content\">\n<p><strong>Continue to focus on closing the deals of the existing leads<\/strong> assigned in the previous week. Set the target of completing these deals for this week, and begin to take on more closing opportunities in the next.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"help-another-team-member-close-a-large-sale\">\n<h2> Help another team member close a large sale <\/h2>\n<div class=\"text-content\">\n<p>If you have a high-level corporate sale on the table which is of significant value to the company, <strong>assign your new trainee to assist in closing the deal<\/strong>.<\/p>\n<p>This may mean accompanying the leader to other offices for pitches to boards or it may mean lending a hand in <strong>working out pricing for a bespoke solution<\/strong>.<\/p>\n<p><strong>Use the form fields to identify the sale.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name of client <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reference ID <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"week-11\">\n<h2> Week 11: <\/h2>\n<\/section>\n<section id=\"write-an-article-on-the-training-experience\">\n<h2> Write an article on the training experience <\/h2>\n<div class=\"text-content\">\n<p>Give the new employee the chance to<strong> write a short article about their experience within the company so far, and the nature of the training<\/strong>.&nbsp;<\/p>\n<p>If you use content marketing strategies, you could craft the brief to fit the needs of the marketing team. Alternatively, this article could be published as a blog post used for future recruitment services.<\/p>\n<p><strong>Upload the article here<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Training article <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"take-on-new-clients-for-closing\">\n<h2> Take on new clients for closing <\/h2>\n<div class=\"text-content\">\n<p><strong>Resume taking on new clients<\/strong> who are at or close to the closing stage.&nbsp;<\/p>\n<p>In the following week, the trainee will be declared officially a full member of the sales team. To help them accelerate into the full role, this task will give them a series of deals they can close to<strong> raise their confidence to new levels.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"go-offsite-to-an-industry-conference\">\n<h2> Go off-site to an industry conference <\/h2>\n<div class=\"text-content\">\n<p>Now they are inches away from being an equal player on the team, <strong>send them to a conference or trades-fair<\/strong>. This will help them identify themselves within the industry and gain broader knowledge.<\/p>\n<p><strong>Use the form field to record the event.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name of the event <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"week-12\">\n<h2> Week 12: <\/h2>\n<\/section>\n<section id=\"become-a-full-member-of-the-team\">\n<h2> Become a full member of the team <\/h2>\n<div class=\"text-content\">\n<p>Give your employee&nbsp;member<strong> a big pat on the back<\/strong> as you publicly declare them to be a full member of the team.<\/p>\n<p>This <strong>public display brings recognition from their coworkers<\/strong> and provides the employee with <strong>a memorable moment of achievement and belonging<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"hold-review-session-with-mentor\">\n<h2> Hold review session with mentor <\/h2>\n<div class=\"text-content\">\n<p>Sit in on a meeting with the new team member and their mentor. Have them discuss the relationship and the development over time. <strong>Search for frank responses and probe for more information.<\/strong><\/p>\n<p><strong>Record your notes below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on mentor review <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"write-report-of-own-training-experience\">\n<h2> Write report of own training experience <\/h2>\n<div class=\"text-content\">\n<p>Give the employee time in this week to write a <strong>detailed report of their training experiences<\/strong>. Encourage them to be honest in their critiques of their own performance, that of the team, and that of the program.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"week-13\">\n<h2> Week 13: <\/h2>\n<\/section>\n<section id=\"present-report-of-training-experience\">\n<h2> Present report of training experience <\/h2>\n<div class=\"text-content\">\n<p>Let your employee present this report to yourself or the team. Follow their presentation with questions. Try to <strong>probe for any weaknesses in the process and ask openly for any constructive criticism.&nbsp;<\/strong><\/p>\n<p><strong>Record your notes below<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on training report <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-performance-with-the-team\">\n<h2> Review performance with the team <\/h2>\n<div class=\"text-content\">\n<p>Hold a<strong> team meeting to review the performance<\/strong> of the team as a whole but allocate time to focus on the new member of the team.<\/p>\n<p><strong>Ask for feedback<\/strong>; both positive and constructively negative. Peer reviews can show strengths or problems you may not have seen, and can also give insight into the dynamics of the team.<\/p>\n<p><strong>Enter your notes in the form field.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on peer review <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"have-posttraining-review-with-sales-team-manager\">\n<h2> Have post-training review with sales team manager <\/h2>\n<div class=\"text-content\">\n<p>Hold your final meeting of the training process with your new sales superstar. Review the performance in this checklist beforehand. <strong>Be open and honest with your employee<\/strong> and congratulate them on their successful integration.<\/p>\n<p>Provide them with a <strong>clear breakdown of their standard week from now on<\/strong>. They should already feel they know this, but clarity is appreciated.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iRGs5jfnghOGwYQWPhlN5g.jpg\" alt=\"Have post-training review with sales team manager\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iRGs5jfnghOGwYQWPhlN5g.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Overview: Training your reps to be the best they can be will result in greater success for them and greater success for the company.&nbsp; In this checklist, we have provided a 90-day training outline which takes your new hire from fresh-faced hire to experienced deal-closer.&nbsp; The first 30 days concern creating a competent rep, able [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":8752,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"59","template_description":"Use this 90-day sales training process to turn your new hires into professionals.","template_id":"mp24CXHkR-mTJOBzenNN7Q","task_0":"Overview:","task_slug_0":"overview","task_1":"Record employee details","task_slug_1":"record-employee-details","task_2":"Ensure onboarding has been completed","task_slug_2":"ensure-onboarding-has-been-completed","task_3":"Week 1:","task_slug_3":"week-1","task_4":"Goal Setting","task_slug_4":"goal-setting","task_5":"Learning about Prospecting","task_slug_5":"learning-about-prospecting","task_6":"Developing a 10x10 Prospecting Strategy","task_slug_6":"developing-a-10x10-prospecting-strategy","task_7":"Introduction to CRM","task_slug_7":"introduction-to-crm","task_8":"CRM Training Videos","task_slug_8":"crm-training-videos","task_9":"Leads and Prospects CRM Workflow","task_slug_9":"leads-and-prospects-crm-workflow","task_10":"Getting to know COMPANY","task_slug_10":"getting-to-know-company","task_11":"Getting to know the client","task_slug_11":"getting-to-know-the-client","task_12":"Week 2:","task_slug_12":"week-2","task_13":"Introducing Phone Assessments","task_slug_13":"introducing-phone-assessments","task_14":"Undertake sample tasks on CRM","task_slug_14":"undertake-sample-tasks-on-crm","task_15":"Learning about Products\/Vendors","task_slug_15":"learning-about-productsvendors","task_16":"Week 3:","task_slug_16":"week-3","task_17":"Introducing Step 1 of the Sales Process","task_slug_17":"introducing-step-1-of-the-sales-process","task_18":"Understanding terminology of the company","task_slug_18":"understanding-terminology-of-the-company","task_19":"Present a workflow map of internal  processes","task_slug_19":"present-a-workflow-map-of-internal-processes","task_20":"Week 4:","task_slug_20":"week-4","task_21":"Learn the market","task_slug_21":"learn-the-market","task_22":"Prepare and deliver a phone consultation","task_slug_22":"prepare-and-deliver-a-phone-consultation","task_23":"Identify the entire workflow process","task_slug_23":"identify-the-entire-workflow-process","task_24":"Week 5:","task_slug_24":"week-5","task_25":"Undergo the customer service training","task_slug_25":"undergo-the-customer-service-training","task_26":"Shadow the senior team members","task_slug_26":"shadow-the-senior-team-members","task_27":"Sit In on client meetings","task_slug_27":"sit-in-on-client-meetings","task_28":"Week 6:","task_slug_28":"week-6","task_29":"Shadow Financial Meetings","task_slug_29":"shadow-financial-meetings","task_30":"Shadow Business Consultation Meetings","task_slug_30":"shadow-business-consultation-meetings","task_31":"Sit in on plan development meetings","task_slug_31":"sit-in-on-plan-development-meetings","task_32":"Week 7:","task_slug_32":"week-7","task_33":"Deliver first week of customer support assistance","task_slug_33":"deliver-first-week-of-customer-support-assistance","task_34":"Give a presentation relating to the product","task_slug_34":"give-a-presentation-relating-to-the-product","task_35":"Week 8:","task_slug_35":"week-8","task_36":"Deliver second week of client support assistance","task_slug_36":"deliver-second-week-of-client-support-assistance","task_37":"Share a sales portfolio with the mentor","task_slug_37":"share-a-sales-portfolio-with-the-mentor","task_38":"Provide follow-up contact to existing clients","task_slug_38":"provide-followup-contact-to-existing-clients","task_39":"Week 9:","task_slug_39":"week-9","task_40":"Support the sales prospecting team","task_slug_40":"support-the-sales-prospecting-team","task_41":"Take on leads as own clients for 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