Sales Rep Onboarding Process

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Introduction

Complete the below to come onboard.

> Sign contractor agreement (sent via docusign in email)

> Sign NDA (send via docusign in email)
> Complete personality test (https://www.16personalities.com/free-personality-test)
> Send a screenshot of your personality test results
> Complete Google form to tell us a little about yourself (sent via email)
> Identity verification: send picture of driving licence or passport (block out sensitive details)
> Add yourself as ‘Partner at Company Name’ in your social profiles (Linkedin, Facebook)
> Change header on social profiles to the provided header (sent via email)
> Change your bio (Linkedin & FB) to the bio we sent (sent via email)
> Add all of the features to your Linkedin profile (sent via email)
> Log into your Google account (details provided via email)
> Configure your Google account to have a picture
> Join slack (sent via email)
> Log into Skype, Payfunnels & docusign (sent via email)
> Find and bookmark your google drive folder & the contents (spreadsheets etc)
> Understand payment terms, wire transfers, payment processors (sent via email)
> Add a profile picture to calendly, zoom & slack
> Join Facebook group & become moderator (if applicable)
> Go through SOPs & training (sent via email)
> Create calendly account with your new Google workspace account
> Integrate your new Google workspace calendar with Calendly
> Integrate your Zoom account with calendly
> Accept Google calendar viewing request

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