{"id":30366,"date":"2023-08-07T03:06:58","date_gmt":"2023-08-07T03:06:58","guid":{"rendered":"https:\/\/www.process.st\/templates\/institutional-sales-representative-onboarding\/"},"modified":"2024-03-05T13:24:54","modified_gmt":"2024-03-05T13:24:54","slug":"institutional-sales-representative-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/institutional-sales-representative-onboarding\/","title":{"rendered":"Institutional Sales Representative Onboarding"},"content":{"rendered":"\n<section id=\"provide-detailed-employee-profile\"> \n <h2>Provide detailed employee profile<\/h2>\n <div class=\"text-content\">\n   Please provide a detailed employee profile to help us understand your background and expertise. This will aid in assigning suitable tasks and responsibilities. What are your key strengths and relevant experiences? Do you have any specific goals or aspirations for this role? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date of Birth <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Employee ID <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"allocate-essential-technical-equipment-like-computers-phones-headsets\"> \n <h2>Allocate essential technical equipment like computers, phones, headsets<\/h2> \n<\/section> \n<section id=\"set-up-corporate-email-account\"> \n <h2>Set up corporate email account<\/h2> \n<\/section> \n<section id=\"provide-details-about-company-policies-and-procedures\"> \n <h2>Provide details about company policies and procedures<\/h2> \n<\/section> \n<section id=\"approval-hr-for-employee-documentation\"> \n <h2>Approval: HR for Employee Documentation<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide detailed employee profile<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"assign-a-mentor-from-the-institutional-sales-team\"> \n <h2>Assign a mentor from the institutional sales team<\/h2> \n<\/section> \n<section id=\"introduce-to-the-team-and-key-stakeholders\"> \n <h2>Introduce to the team and key stakeholders<\/h2> \n<\/section> \n<section id=\"arrange-introductory-meeting-with-line-manager\"> \n <h2>Arrange introductory meeting with line manager<\/h2> \n<\/section> \n<section id=\"provide-product-training-materials-and-resources\"> \n <h2>Provide product training materials and resources<\/h2> \n<\/section> \n<section id=\"approval-line-manager-for-training-completion\"> \n <h2>Approval: Line Manager for Training Completion<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide product training materials and resources<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"conduct-product-knowledge-assessment-test\"> \n <h2>Conduct product knowledge assessment test<\/h2> \n<\/section> \n<section id=\"set-up-crm-system-and-other-necessary-software\"> \n <h2>Set up CRM system and other necessary software<\/h2> \n<\/section> \n<section id=\"provide-information-about-sales-targets-and-performance-expectations\"> \n <h2>Provide information about sales targets and performance expectations<\/h2> \n<\/section> \n<section id=\"plan-cityclient-visits\"> \n <h2>Plan city\/client visits<\/h2> \n<\/section> \n<section id=\"train-on-proposal-development-and-negotiation-skills\"> \n <h2>Train on proposal development and negotiation skills<\/h2> \n<\/section> \n<section id=\"approval-sales-head-for-proposal-skills\"> \n <h2>Approval: Sales Head for Proposal Skills<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Train on proposal development and negotiation skills<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"share-contacts-and-strategies-for-major-clients\"> \n <h2>Share contacts and strategies for major clients<\/h2> \n<\/section> \n<section id=\"plan-first-sales-presentation-with-the-guidance-of-the-mentor\"> \n <h2>Plan first sales presentation with the guidance of the mentor<\/h2> \n<\/section> \n<section id=\"feedback-session-post-first-client-interaction\"> \n <h2>Feedback session post first client interaction<\/h2> \n<\/section> \n<section id=\"approval-line-manager-for-initial-performance-assessment\"> \n <h2>Approval: Line Manager for Initial Performance Assessment<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Feedback session post first client interaction<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Provide detailed employee profile Please provide a detailed employee profile to help us understand your background and expertise. This will aid in assigning suitable tasks and responsibilities. What are your key strengths and relevant experiences? Do you have any specific goals or aspirations for this role? Full Name Date of Birth Date will be set [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcda","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"h4WOyTTU2fufNSC2H-5LCw","task_0":"Provide detailed employee profile","task_slug_0":"provide-detailed-employee-profile","task_1":"Allocate essential technical equipment like computers, phones, headsets","task_slug_1":"allocate-essential-technical-equipment-like-computers-phones-headsets","task_2":"Set up corporate email account","task_slug_2":"set-up-corporate-email-account","task_3":"Provide details about company policies and procedures","task_slug_3":"provide-details-about-company-policies-and-procedures","task_4":"Approval: HR for Employee Documentation","task_slug_4":"approval-hr-for-employee-documentation","task_5":"Assign a mentor from the institutional sales team","task_slug_5":"assign-a-mentor-from-the-institutional-sales-team","task_6":"Introduce to the team and key stakeholders","task_slug_6":"introduce-to-the-team-and-key-stakeholders","task_7":"Arrange introductory meeting with line manager","task_slug_7":"arrange-introductory-meeting-with-line-manager","task_8":"Provide product training materials and resources","task_slug_8":"provide-product-training-materials-and-resources","task_9":"Approval: Line Manager for Training Completion","task_slug_9":"approval-line-manager-for-training-completion","task_10":"Conduct product knowledge assessment test","task_slug_10":"conduct-product-knowledge-assessment-test","task_11":"Set up CRM system and other necessary software","task_slug_11":"set-up-crm-system-and-other-necessary-software","task_12":"Provide information about sales targets and performance expectations","task_slug_12":"provide-information-about-sales-targets-and-performance-expectations","task_13":"Plan city\/client visits","task_slug_13":"plan-cityclient-visits","task_14":"Train on proposal development and negotiation skills","task_slug_14":"train-on-proposal-development-and-negotiation-skills","task_15":"Approval: Sales Head for Proposal Skills","task_slug_15":"approval-sales-head-for-proposal-skills","task_16":"Share contacts and strategies for major clients","task_slug_16":"share-contacts-and-strategies-for-major-clients","task_17":"Plan first sales presentation with the guidance of the mentor","task_slug_17":"plan-first-sales-presentation-with-the-guidance-of-the-mentor","task_18":"Feedback session post first client interaction","task_slug_18":"feedback-session-post-first-client-interaction","task_19":"Approval: Line Manager for Initial Performance Assessment","task_slug_19":"approval-line-manager-for-initial-performance-assessment","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[11,6],"tags":[],"class_list":["post-30366","post","type-post","status-publish","format-standard","hentry","category-employee-onboarding","category-finance"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/30366","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=30366"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/30366\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=30366"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=30366"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=30366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}