Onboarding

Module 08

Onboarding Checklist

Your first 30 days. Follow this roadmap and you will be ready to perform.

What We Expect From You

Non Negotiables

  • ◆Show up on time, every time. No exceptions.
  • ◆Minimum 20 outbound calls per day from Week 3 onward.
  • ◆Log every call in the CRM. If it is not logged, it did not happen.
  • ◆Complete all training modules before making independent calls.
  • ◆Follow the compliance guidelines to the letter.

What You Can Expect From Us

  • ◆World class training materials and ongoing coaching.
  • ◆Daily support from your manager and senior coaches.
  • ◆Qualified leads delivered to your pipeline.
  • ◆Transparent compensation and clear performance metrics.
  • ◆A team culture built on accountability and winning together.
1

Week 1

Foundation

1
MONDAY: Learn the PR scripts (5-Point Front Call). Memorize the opening, 'If I May Suggest,' and 'What I'm Sending You.'
2
TUESDAY: Learn all 12 front-call rebuttals. Practice each one out loud until it sounds natural.
3
WEDNESDAY: Study prospect research — how to use Zillow, Manta, and LinkedIn to qualify before dialing.
4
THURSDAY: Study the Blacklist (compliance) — what you cannot say, prohibited language, required disclaimers.
5
FRIDAY: Finals — role-play the full PR call with your manager. Must pass before going live.
6
Complete all training modules in this portal
7
Memorize the $100K tax advantage example (Jeremy's Math)
8
Set up CRM access and learn the reporting system
9
Set up your Wise account at wise.com (verification takes 1–3 business days — do this now)
10
Download the Commission Invoice Template from the Compensation page
11
Email your Wise account details to [email protected]
12
Submit your W9 form to accounting
13
Shadow 3 live calls with a senior enrollment coach
14
Pass the Company Knowledge Quiz (80% minimum)
2

Week 2

Practice

1
Complete 3 role play sessions with your manager
2
Memorize the five step sales process
3
Practice objection handling for the top 10 objections
4
Make your first 10 supervised calls
5
Review and debrief each call with your manager
6
Memorize the six strategies and value proposition
7
Study all three current project profiles in detail
3

Week 3

Launch

1
Begin making independent calls (minimum 20 per day)
2
Track all calls and outcomes in the CRM
3
Submit daily call reports to your manager
4
Schedule your first follow up calls
5
Attend the weekly team sales meeting
6
Review compliance guidelines one more time
4

Week 4

Performance

1
Hit your first month call volume target (400+ calls)
2
Achieve at least 3 qualified appointments
3
Complete your 30 day performance review with management
4
Identify your top 3 areas for improvement
5
Set goals for Month 2 with your manager

Managing Call Reluctance

Every rep experiences call reluctance. The difference between top performers and everyone else is how they manage it. Here is the truth about what you are feeling and how to push through it.

What Call Reluctance Actually Is

  • ◆It is your brain trying to protect you from perceived rejection. It is not real danger.
  • ◆Every successful rep you admire felt this exact same thing on their first 100 calls.
  • ◆The fear does not go away. You just learn to act despite it. That is courage.
  • ◆Reluctance peaks in the first 3 calls of the day. After that, momentum takes over.
  • ◆You are not asking for a favor. You are offering a legitimate tax strategy that saves people money.

The Daily Reset Protocol

  • ◆Start every day with 3 warm up calls to existing contacts or easy follow ups. Build momentum.
  • ◆Set a timer for 90 minutes. During that block, you dial. No email, no CRM cleanup, no excuses.
  • ◆After every rejection, say out loud: That person just was not ready. The next one might be.
  • ◆Track your calls publicly. When the team sees your numbers, accountability replaces reluctance.
  • ◆Remember: every no gets you closer to a yes. The math is simple. 20 calls, 3 conversations, 1 appointment. Do the math, trust the process.

The Mindset Shift

You are not cold calling strangers to sell them something they do not want. You are reaching out to accredited investors who are actively losing money to taxes and offering them a proven strategy to keep more of what they earn. You are the solution, not the interruption. Act like it.