S03E13: Onboarding 30 60 90 Day Plan

Summary

In this podcast episode, David Reed discusses the onboarding process and the first 30, 60, and 90 days for a new roofing salesman. He emphasizes the importance of establishing core values, understanding the company's history and vision, and aligning the salesperson's goals with the organization's goals. Reed also highlights the need for clear expectations, training on sales processes and SOPs, and building relationships within the team. He emphasizes the importance of tracking KPIs, coaching and supporting the salesperson, and focusing on activity and mastering the sales process. Lastly, he discusses the importance of generating referrals and implementing a strong follow-up process.

Takeaways

• Establishing core values and aligning the salesperson's goals with the organization's goals is crucial during the onboarding process.
• Clear expectations, training on sales processes and SOPs, and building relationships within the team are important for success.
• Tracking KPIs, coaching, and supporting the salesperson are essential for growth.
• Focusing on activity and mastering the sales process, as well as generating referrals and implementing a strong follow-up process, can lead to better results.