The Onboarding Steps
Follow along with these steps below to track where you are in our On-boarding process!
Phone interview with Roy or Benjamin
Follow a trainer out in the field (typically these two steps are complete before you arrive at this training portal)
After your follow day, you will go out for first day (if selected and after you review the training information below)
After your FIRST CUSTOMER, we will have you sign our Dealer Agreement (link is here)
Please note: your Comdata card will not work until you sign this Dealer Agreement.
Ship first box — at the end of your first day
Fill out Shipment Advances form (system tab in app) — after first day and after shipping.
First Day Checklist
Note: this will be completed after your follow day.
Listen to ALL FAQ audio recordings, including the last one that is a white bar (please note, that one starts 40 seconds in, so fast forward. It’s also very long, but fantastic).
Make sure your app says “Synced 100%” on the SUPPORT (Android) or SYSTEM (iPhone) tab
Make sure you have a school to go to. If you don’t know one, request one from your trainer or Bryan 270-860-5016
Have the approach memorized
FOCUS ON SEEING 50 PROFESSORS. Until you’ve purchased over 80 SGV daily on average for a week, this is the most advanced sales training you should focus on. Professors not in their offices? Everyone in class? Empty hallways? FIND A WAY.
Write down offices you’ve seen as you speak to professors. That way when you come back through that building, you’ll know with whom you’ve already spoken.
Have fun :)
VERY important note: be sure you check the “support” or “system” tab on the bottom right and ensure it says “synced 100%.”
Weekly Friday Checklist
FOR USE AFTER FIRST WEEK: Weekly on Fridays — fill out Stipend Request Form (system tab in app)
Get schedule from Bryan weekly by Thursday, end of day
Fill out email request form (system tab in app) by Thursday, end of day, for following week’s emails to be sent. Check spam folder in personal email for responses.