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Sales Manual TX 2018

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Training Plan for New Agents<br />

First week: Goal is to get up to speed as quickly as possible to be affective and knowledgeable on the<br />

phone. This is a guide of what to expect during training.<br />

Day 1<br />

- Set up station<br />

- Set up Credentials<br />

- Set up email address<br />

- Introduction of company<br />

- Review and Go over sales manuals<br />

- New Agent contracts (Sign and give back same day)<br />

- Review DBA<br />

- Review Markets (Refer to education in manual)<br />

- Market Education<br />

- Qualification Script<br />

- Review intro pitch<br />

- Discuss “Getting in the door”<br />

- Listen to qualification calls<br />

Day 2<br />

- Review Objections and Rebuttals<br />

- Role play – If necessary<br />

- Product Presentation (start off with Turtle Ops)<br />

- ZOHO Training<br />

- Go over leads<br />

- Review how to set up appointment<br />

- Listen to qualification calls<br />

- Qualification Script<br />

- Review intro pitch<br />

Day 3<br />

- Quick 15 min morning meeting<br />

- Get on the phones and start dialing<br />

- Listen in to every call<br />

- Ring Central will record each call<br />

- End of day meeting<br />

Day 4 & 5<br />

- Quick 15 min morning meeting<br />

- Get on the phones<br />

- End of day meeting<br />

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