S03EP07: Onboarding Playbook First Week Pt. 1

Overview

• Introduction: Brief introduction to the company’s vision, goals, and key values.

• Systems Setup: Instructions for logging into company systems and understanding the Perform Platform.

• Initial Expectations: Overview of daily, weekly, and monthly expectations for new hires.

• Mindset and Culture: Importance of a positive mindset, commitment to excellence, and integration into the team culture.

Host Information

• Name: David Reed

• Title: VP of Sales, Sales Transformation Group

• Instagram: @_dreed86_

• Email: David.reed@salestransformationgroup.com

Key Topics

Module 1: Getting Started on the Right Foot

• Company Overview: Introduction to the company’s story, vision, and core values.

• Logins and Systems: Setting up logins and understanding the Perform Platform.

• Expectations and Mindset: Emphasis on daily, weekly, and monthly expectations, commitment to excellence, and maintaining a positive mindset.

• Book List: Recommended readings include “Fanatical Prospecting,” “Way of the Wolf,” and “GAP Selling.”

• Structuring Your Day: Time management, role-playing, and social selling.

• Team Culture and Communication: Importance of partnerships and effective team communication.

Module 2: CRM + List Building

• CRM Overview: Introduction to CRM terms, definitions, and statuses.

• Analyzing Leads: How to filter and analyze leads for high-priority opportunities.

• List Building Flow: Process from creating big lists to cherry-picking smaller, targeted lists.

• Best Practices: Strategies for reaching out, including using Google Reviews and marketing activities.

Module 3: Cold Calling/Door Knocking Theory

• Ideal Customer Profile: Identifying green and red flags in potential customers.

• Tonality: Emphasis on the importance of voice tone and delivery during calls and door knocking.

• Call/Knock Structure: Framework for opening, body, and closing of cold calls and door-knocking interactions.

• Questions: Key questions to ask during calls and door-knocking to uncover pain points and qualify leads.

Module 4: Cold Calling/Door Knocking - Qualifying Questions

• Script Development: Crafting effective cold-calling and door-knocking scripts.

• Execution: Best practices for making calls and door-knocking, including role-playing and reviewing recorded interactions.

• Advanced Strategies: Techniques for pacing, pausing, and getting past gatekeepers during calls and door knocking.

Module 5: Cold Calling/Door Knocking - Objection Handling

• Common Objections: Strategies for handling typical objections like “not interested,” “no time,” and “email me” during calls and door knocking.

• Role Playing: Practicing objection handling through role-playing exercises.

• Mindset: Maintaining a positive and curious mindset during calls and door-knocking.

Call to Action

Request your complimentary copy of our leadership ebook by emailing david.reed@salestransformationgroup.com

Contact us for more information

For more insights and resources, visit our website at salestransformationgroup.com, or email David directly at David.reed@salestransformationgroup.com Let’s transform your business together!