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 This is not just onboarding.It is certification before responsibility.