Sales

Welcome to Accelerated Automation! 

We're thrilled to have you join us as a Sales Representative. Your skills and experiences make you an excellent addition to our team. We're excited for you to dive into your new role and contribute to our ongoing success. The following is your training outline. If you have any questions, please note them to ask your team lead, Mariah Gates.

🤩Your first week will consist of video training and live training calls you will attend to learn AgencyZoom🧑‍🎓

🚀Your second week will consist of continued training and a transition into sales calls

💸By your 10th working day, you will be running your own sales calls and fully released to work leads. 

See the daily expectations below

Day 1: Employee Onboarding 

Checklist:

• Completed I-9 and W-4 paperwork

  • Copy of your ID and SS or Passport 

• ADP 

  • Complete portal set up - Clock in and out each day

• RingCentral 

  • Teams Chat, Sales Chat, and have added team members to you contacts. 

• Gmail account set up

  • Email Signature is set up

  • Calendar setup - add other employees 

    • Profile set up

    • Add Headshot

    • Set labels

    • Filters

• AgencyZoom 

  • Demo account access for training 

• Fathom 

  • All Sales calls are to be recorded by Fathom 

• Calendly 

  • Scheduling appointments with agents 

• BIO and Headshot for website

  • Aragon.ai

• Facebook Accelerated Automation Group

• Update LinkedIn

Complete AgencyZoom 101 Course

https://acceleratedautomation.net/courses/agencyzoom-essentials2/

Start watching recorded training videos below to learn the ins and outs of AgencyZoom. Remember you will Demo parts of AZ during some of your sales calls so you want to really learn this system and how to navigate it. You don't need to be an expert but you need to know enough to be dangerous. 

Full training for Independent agent by Kelly Teeter

Full Training for a Farmers Agent by Kelly Teeter

Complete the training videos below while you continue to attend live sales calls on your calendar.

The videos below are recorded training material we provide to agents on the pipelines we have built. 

Day 6-9

• Review and practice Sales Process > https://sites.google.com/acceleratedautomation.net/employeeportal/sales-team?authuser=0

• Attend scheduled Growth Strategy Calls and Demo calls

• Review Insurance Industry Terms> https://sites.google.com/acceleratedautomation.net/employeeportal/new-hire-training/insurance-termsindustry-training?authuser=0

Day 10

1- Review Sales Software Processes Page > https://sites.google.com/acceleratedautomation.net/employeeportal/new-hire-training/sales/sales-software-processes?authuser=0 

Review using CRM with Mariah

To learn how to work leads in our CRM. 

2- Contact Mariah for Lead Reassignments and add to Assignment Group

• • Start calling leads to schedule sales calls

  • Fill up your calendar

    • Start Running your own sales calls with Mariah (or existing sales rep) supervising 

Day 11+

SELL!! 

Your goal is to make at least 20 Daily outbound calls to NEW leads in our pipelines. Set at least 2 new Appointments on your calendar.

RUN 4 sales meetings per day and close 1 - this will get you to your goal of $100k to hit your bonus. 

You will complete the daily activity form at the end of each day. It's on your calendar but also here so be sure to keep track of your activity during the day. https://form.jotform.com/251038182143045