Purpose

To organize an efficient training program for new Employees to follow in order for them to be prepared for their duties within their first week.

Responsibilities

Who: Owner/Manager

When: In the first week of the new employee being hired.

Resources

(insert applicable)

Materials/Equipment/Supplies

(insert applicable)

Procedure

In order for an efficient and complete onboarding process of a new employee, the following items must be completed.

• Welcome them by holding a meeting with them and let them know more about the company and how their role will fit in with the day to day operations. Go over what the daily routine will look like for them.
• Provide them a brief overview of your expectations of them and what a job well done looks like. Some expectations may include:
  • Showing up for the daily morning meeting. Make sure they know the time and place they need to meet each morning and how the should prepare for these meetings.
  • Ensure they understand the team communication platform will be Slack and any/all outreach to them should be responded to in a timely manner. They will need to have their notifications turned on.
  • Let them know of your Vacation/Sick policy. For AMs, What happens with their leads if they go away or are not present for a day or longer.
  • They should be made aware of their KPI targets they need to hit. Tell them what their goals will be to start out and then adjust them as they go.
• Make sure they bookmark the link for your meetings if they will be held virtually.
• Give them the CRM training modules and the directions on how to download the app, turn on all notifications and answer any immediate questions they have about accessing their leads.
• Send them their role specific SOPs for them to review and bring up any questions they may have during the team meetings in their first week.

Acquisition Managers

• Listen to a random sample of several of their calls. Meet with the AM daily to go over your review of these calls and let them know what was good, what could be better and answer any questions they may have when trying to negotiate or present a solution to the seller.
• Review their daily KPIs (i.e. Number of calls, offers made, etc) to see if they are keeping productive with the amount of leads that have been assigned to them.