🚀 New Hire Onboarding — Sales Team

Welcome to Accelerated Automation! We're thrilled to have you on the team. This page walks you through everything from your first day to your first solo sales calls. Follow each phase in order and check in with Makena or Mariah if you have questions.

📋 Before Day 1 — Handled by Your Onboarding Manager

These items are completed by the AA team before your start date. You don't need to do anything — just know they're happening.

• Job offer collected & e-sign completed

• NDA signed

• ADP background check initiated

• Equipment determined & shipped

• Onboarding email sent

• Onboarding call scheduled with Makena

• Google Drive employee folder created

• Company email created

✅ Day 1 — HR, Paperwork & Tech Setup

HR & Paperwork

• [ ] Complete I-9 form (bring ID + SS card or passport)

• [ ] Provide copy of driver's license

• [ ] Provide Social Security card

• [ ] Complete ADP portal setup — you will clock in/out here daily

• [ ] Review and sign any remaining onboarding docs

Email & Calendar

• [ ] Set up Gmail — add your profile photo and headshot

• [ ] Create your email signature (your onboarding manager will assist)

• [ ] Upload company Chrome bookmarks & extensions

• [ ] Subscribe to team calendars

• [ ] Add your start and stop times to your calendar

• [ ] Accept invite to all recurring team meetings

RingCentral (Phone & Chat)

• [ ] RingCentral account set up by onboarding manager

• [ ] Download the RC app on your phone AND computer

• [ ] Add all team members to your contacts

• [ ] Join the Team Chat and Sales Chat groups

• [ ] Confirm you've been added to the all-staff chat

Zoom & Recording

• [ ] Download Zoom background sent by onboarding manager

• [ ] Set up Avoma — all sales calls must be recorded

• [ ] Confirm you've been added to Avoma with recording turned on

Profiles & Presence

• [ ] Submit headshot & bio to onboarding manager (use Aragon.ai for a professional headshot if needed)

• [ ] Update your LinkedIn title to reflect your new role

• [ ] Join the Accelerated Automation private Facebook group

Important Reminder

⚠️ Scam Alert: Accelerated Automation will never ask you to send money, purchase gift cards, or wire funds for any reason. If you receive a message asking you to do this — even if it appears to come from Mariah — do not respond and report it immediately.

📚 Days 1–5 — AgencyZoom Training

Your first week is focused on learning AgencyZoom inside and out. You'll be demoing parts of AZ on sales calls, so you need to know how to navigate it confidently — you don't need to be an expert, but you need to know enough to be dangerous.

Your primary training resource: 👉 AgencyZoom Essentials Course — start this on Day 1 and work through it daily

Each day you should:

• Spend time in the AgencyZoom demo account practicing navigation

• Attend any live calls on your calendar (these are scheduled for you)

• Continue progressing through the Essentials course (or Full course depending on your AgencyZoom knowledge base) 

• Review the Sales Team portal pages to familiarize yourself with our process, products, and talk track

🎯 Days 2–9 — Sales Process & Shadow Calls

• Review the full Sales Team section including:

  • Sales Call Blueprint & Talk Track

  • Playbook Fill-In

  • Product Solution Guide

  • Objection Handling

• Review Insurance Industry Terms

• Attend scheduled Calls — observe and take notes

• Practice the talk track out loud until it feels natural - role play with your trainer 

📞 Day 10 — CRM Setup & First Calls

1. Review the Sales Software Processes page

2. Review the CRM walkthrough and create and move a practice lead through the system. 

   1. Complete a CRM walkthrough with Mariah — how to work leads in AgencyZoom

3. Contact Mariah to be added to your lead assignment group

4. Begin calling leads to schedule sales appointments

5. Fill your calendar — start running calls with Mariah or a senior rep supervising

💸 Day 11+ — You're Live. Let's Close.

Daily activity goals:

• 📞 20+ outbound calls to new leads in the pipeline

• 📅 2+ new appointments set on your calendar

• 🤝 5-8 sales meetings run per day

• ✅ Close $10k in revenue per day* — this is the pace to hit your $100K bonus

Complete all scheduled tasks by end of day

🔑 Key Contacts

Who

Role

Go To For

Mariah Gates

Founder / Sales Lead

Sales questions, lead assignments, CRM review

Makena

Onboarding Manager

Tech setup, HR docs, equipment, accounts

🗓️ 30/60/90 Day Milestones

Milestone

Goal

Day 30

Fully set up, running independent sales calls daily, comfortable with talk track

Day 60

Consistent pipeline activity, hitting daily call & appointment goals

Day 90

Benefits eligibility review · Performance check-in with Mariah

Your 90-day calendar reminder and benefits offer are managed by your onboarding manager.