New Sales Manager Onboarding - Week 1
Use this checklist to track your progress through training. Check off each item as you complete it!
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□ Received employee welcome package
□ Signed employment contract
□ Set up payroll/banking
□ Received company email
□ Received Slack/communication access
□ Received sales portal access
□ Met your direct manager
□ Received this checklist!
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□ 9:00 - Attended welcome session
□ 9:30 - Completed company overview
□ 10:45 - Learned all 3 products
□ 11:30 - Understood decision tree
□ 12:00 - Reviewed when-to-sell-what
□ 14:00 - Completed tools walkthrough
□ 14:30 - Used Contracts calculator
□ 14:45 - Used ASIC calculator
□ 15:00 - Used Vault calculator
□ 15:30 - Shadowed first call
□ 16:45 - Reviewed KPIs and targets
□ 17:30 - Understood commission structure
□ Read MANAGER-BRIEF.md (5 min)
□ Practiced all 3 calculators (30 min)
□ Watched 2 recorded calls (30 min)
□ Completed Quiz 1 (15 min)
□ Score: ___% (need 80%+)
Manager Sign-Off: _____________ Date: _______
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□ 9:15 - Reviewed Day 1 & Quiz 1
□ 9:30 - Completed Contracts deep dive
□ 10:30 - Understood all 6 packages
□ 11:00 - Learned pricing strategy
□ 11:30 - Practiced ROI calculations
□ 12:00 - Studied client profiles
□ 14:00 - Practiced opening script
□ 14:30 - Practiced 30-second pitch
□ 15:00 - Practiced 2-minute pitch
□ 15:30 - Learned objection handling
□ 16:30 - Handled objections with partner
□ 17:00 - Mastered calculator usage
□ 17:30 - Completed 20 calculator scenarios
□ Recorded 10 practice pitches (60 min)
□ Used calculator for 20 scenarios (40 min)
□ Read scripts-library.md Contracts section (30 min)
□ Watched 3 Contracts calls (45 min)
□ Completed Quiz 2 (20 min)
□ Score: ___% (need 80%+)
Manager Sign-Off: _____________ Date: _______
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□ 9:00 - Reviewed Day 2 & Quiz 2
□ 9:15 - Completed ASIC deep dive
□ 10:00 - Learned all 4 models
□ 10:30 - Understood ownership vs renting
□ 11:00 - Practiced ASIC calculations
□ 11:45 - Studied advanced client profiles
□ 14:00 - Practiced ASIC pitch
□ 14:45 - Learned hosting cost explanation
□ 15:30 - Practiced break-even discussions
□ 16:15 - Compared ASIC vs Contracts
□ 17:00 - Mastered ASIC calculator
□ 17:30 - Practiced ASIC objection handling
□ Practiced ASIC pitches (45 min)
□ Used ASIC calculator 20 times (30 min)
□ Read training-day-3 again (30 min)
□ Watched 3 ASIC calls (45 min)
□ Completed Quiz 3 (20 min)
□ Score: ___% (need 80%+)
Manager Sign-Off: _____________ Date: _______
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□ 9:00 - Reviewed Day 3 & Quiz 3
□ 9:15 - Learned 6 Discovery Questions
□ 9:45 - Understood Question 2 importance (BTC holdings)
□ 10:30 - Practiced discovery scenarios
□ 11:30 - Created 5 client profiles
□ 14:00 - Learned 6 cross-sell combinations
□ 14:45 - Practiced Contracts → Vault cross-sell
□ 15:15 - Practiced ASIC → Vault cross-sell
□ 15:45 - Learned portfolio construction
□ 16:30 - Built 3 sample portfolios
□ 17:00 - Practiced advanced techniques
□ 17:30 - Completed full discovery call simulation
□ Memorized 6 Discovery Questions (30 min)
□ Practiced full discovery call (45 min)
□ Created 5 client profiles (30 min)
□ Read Cross-Sell Matrix again (20 min)
□ Completed Quiz 4 (25 min)
□ Score: ___% (need 80%+)
Manager Sign-Off: _____________ Date: _______
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□ 9:00 - Reviewed Day 4 & Quiz 4
□ 9:15 - Completed Vault deep dive
□ 10:00 - Understood Flexible vs Dedicated
□ 10:30 - Learned APY calculations
□ 11:00 - Practiced Vault pitch
□ 11:45 - Studied Vault client profiles
□ 14:00 - Integrated all 3 products
□ 14:45 - Practiced triple-product scenarios
□ 15:30 - Built complete client strategies
□ 16:15 - Practiced full portfolio pitches
□ 17:00 - Mastered Vault calculator
□ 17:30 - Completed integration exercises
□ Practiced Vault pitches (45 min)
□ Used Vault calculator 20 times (30 min)
□ Read training-day-5 again (30 min)
□ Watched 3 Vault calls (45 min)
□ Completed Quiz 5 (25 min)
□ Score: ___% (need 80%+)
Manager Sign-Off: _____________ Date: _______
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□ Can explain all 3 products in 30 seconds each
□ Can recite 6 Discovery Questions from memory
□ Can use all 3 calculators fluently
□ Can identify cross-sell opportunities
□ Can construct portfolio for any budget
□ Can handle top 10 objections
Quiz 1 (Day 1): ___%
Quiz 2 (Day 2): ___%
Quiz 3 (Day 3): ___%
Quiz 4 (Day 4): ___%
Quiz 5 (Day 5): ___%
Average: ___% (need 80%+)
Product Knowledge: □ Beginner □ Intermediate □ Advanced
Calculator Usage: □ Beginner □ Intermediate □ Advanced
Discovery Skills: □ Beginner □ Intermediate □ Advanced
Cross-Selling: □ Beginner □ Intermediate □ Advanced
Objection Handling: □ Beginner □ Intermediate □ Advanced
Overall Readiness: □ Needs More Training □ Ready for Week 2 □ Exceeding Expectations
Strengths:
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Areas for Improvement:
_________________________________
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Ready for Week 2 Practice Calls: □ Yes □ No (if no, explain below)
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Manager Signature: _____________ Date: _______
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□ Complete 10+ role-play scenarios
□ Practice with different client types
□ Receive peer feedback
□ Refine pitch and delivery
□ Master objection handling in practice
□ Conduct 5+ mock calls
□ Receive manager feedback
□ Record and review calls
□ Identify improvement areas
□ Practice until confident
□ Complete 50-question exam
□ Score 80%+ required
□ Pass = Certified to take real calls
□ Fail = Additional training + retake
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□ Shadow senior manager (20+ calls)
□ Take 5+ calls with manager listening
□ Receive immediate feedback
□ Build confidence
□ First deals closed!
□ Take calls independently
□ Manager available for questions
□ Daily check-ins
□ Weekly performance review
□ Ramp up to target metrics
□ Hit weekly call targets (50+)
□ Achieve conversion rates (15%+)
□ Meet revenue goals ($20K+/week)
□ Support junior teammates
□ Continuous improvement
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□ Week 1: Training Complete (Days 1-5)
□ Week 2: Practice Complete (Days 6-10)
□ Week 2: Final Exam Passed (80%+)
□ Week 3: Supervised Calls Complete (20+)
□ Week 4: Independent Selling Started
CERTIFICATION DATE: _____________
CERTIFIED BY: _____________
STATUS: □ Certified Sales Manager □ In Training
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□ Calls Made: 200+
□ Deals Closed: 10+
□ Revenue: $30K+
□ Product Knowledge: Advanced
□ Confidence: High
□ Calls Made: 500+ (cumulative)
□ Deals Closed: 30+
□ Revenue: $100K+
□ Cross-Sell Rate: 25%+
□ Consistently hitting weekly targets
□ Calls Made: 750+ (cumulative)
□ Deals Closed: 60+
□ Revenue: $200K+
□ Cross-Sell Rate: 35%+
□ Top performer track
□ Mentoring new hires
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Technical Questions: _____________
Product Questions: _____________
Commission Questions: _____________
HR/Admin: _____________
IT Support: _____________
Direct Manager: _____________
Emergency: _____________
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✓ Don't rush - master each day before moving on
✓ Practice, practice, practice - it's the only way
✓ Ask questions - there are no stupid questions!
✓ Use the tools - calculators are your best friend
✓ Learn from recordings - copy what works
✓ Stay positive - first weeks are learning curve
✓ Help your peers - teaching reinforces learning
✓ Track your progress - celebrate small wins
✓ Be patient - mastery takes 60-90 days
✓ Have fun - you're helping people earn money!
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This checklist is your roadmap to success. Complete each item thoughtfully, not just quickly. Your future earnings depend on mastering these fundamentals!
Questions? Ask your manager anytime!
Good luck! You've got this! 🚀