13d • General discussion
Overview and Next Steps
The Full Onboarding Process
1. Sign the Contract
- Commission structure agreed
- 60-day commitment acknowledged
- Role expectations accepted
No contract = no onboarding.
2. Intro Call (10–15 Minutes)
- Meet each other
- Align expectations
- Review goals
- Outline next steps
Build rapport and clarity.
3. Business Owner Worksheet
The business owner provides detailed information about:
- The offer
- Pricing
- Objections
- Case studies
- Contract terms
The setter/closer reviews this fully before moving forward.
4. Role Play Certification
Before live calls:
- Full mock call completed
- Objections handled properly
- Pricing delivered confidently
- CRM process understood
No one goes live without passing role play.
5. Systems Setup
- Calendar connected
- Video tool connected
- Availability set
- CRM access confirmed
Everything must function before launch.
6. Role Responsibilities
Setter:
- Respond fast
- Qualify correctly
- Book confirmed calls
- Protect closer’s time
Closer:
- Run structured sales calls
- Handle objections
- Close ethically
- Document everything
Hybrid:
- Do both correctly
7. First 60 Days
- Ongoing training
- Call reviews
- Skill improvement
- KPI tracking
Full commission payout requires 60-day commitment.
Before Going Live
All of this must be complete:
- Contract signed
- Worksheet done
- Role play passed
- Systems set up
- Expectations clear
Then traffic can begin.
Final Goal
This system ensures:
- Qualified appointments
- Higher close rates
- Fewer mistakes
- Predictable revenue
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Overview and Next Steps
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The full onboarding process for a new setter/closer or hybrid role.
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