Sales Rep Onboarding Deliverables

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Sales Rep Onboarding Deliverables by Mind Map: Sales Rep Onboarding Deliverables

1. Symbol Meanings

1.1. Done

1.2. Waiting For Someone

1.3. Sign Up For Account

2. Opportunity Email

2.1. Email Template

2.2. Sales Rep Legal Forms

2.2.1. Sales Rep Agreement

2.2.2. Non-Disclosure Agreement

2.2.3. W-9

2.2.4. Get digital signed files back

2.3. Contact Info

2.3.1. Part of email for them to complete when they reply

3. Sales Rep Welcome Email

3.1. 1. Product Overview Training

3.2. 2. Sales Presentation Training

3.2.1. Straight Sales Presentation Video

3.2.2. Broken Down Play by Play Video

3.2.2.1. Is the why behind the actions and words

3.2.2.2. Analysis of what happened

3.3. 3. Sales Process Flowchart Overview Training (Real World)

3.4. 4. Sales Kraken Training

3.4.1. Lead vs Prospect Defined

3.4.2. Creating Prospects

3.4.2.1. Creating Prospect in System

3.4.2.2. Send Appointment Email to Prospect

3.4.3. Activating Followup Campaigns

3.4.4. Daily Tasks for Sales Rep Dashboard

3.5. Got reply that all the training was done

4. Things We Need - Part 1 Email

4.1. Email Template

4.2. Pics for Retargeting Campaigns & Requirement Instructions

4.3. Biz Card Info

4.4. Email Signature Info

4.4.1. Facebook

4.4.2. LinkedIn Profile

5. Assets To Start Selling Email

5.1. Prospecting Tools

5.1.1. Sales Kraken Login

5.1.2. 30 Second Elevator Pitch

5.1.3. 90 Second Elevator Pitch

5.1.4. Biz Card File & Print Instructions

5.2. Sales Presentation Tools

5.2.1. Pitch Deck File & Print Instructions

5.2.2. Sales Presentation Training Guide

5.2.2.1. Phase 1: Presentation Warm Up

5.2.2.2. Phase 2: Prospecting Questionnaire

5.2.2.3. Phase 3: Pitch Deck

5.2.2.4. Phase 4: Closing The Sale

5.2.3. Prospect Questionnaire & Print Instructions

5.2.3.1. Training Guide

5.3. Other Sales Rep Support Tools

5.3.1. Forum Login Credentials & Training

6. Things We Need - Part 2 Email

6.1. Email Template

6.2. Recorded Appointment Page Videos & Requirement Instructions

6.2.1. Just Met You

6.2.2. Finally Getting Together

6.3. Video for YT Retargeting Campaign & Requirement Instructions