Training & SOPs
New rep onboarding checklists and standard operating procedures
Onboarding progress
Newest hires first
Checklist - Jordan Rivera
2 of 10 steps complete
Day 1
Complete new-hire paperwork
W-4, I-9, direct deposit setup
Review company handbook
Policies, values, and expectations
Product overview training
Learn our core systems: PureFlow, AquaGuard, IronShield, HydroSoft
Week 1
Shadow a sales consultation
Observe Jordan or Sam on a live demo
Learn the CRM
Enter your first lead, move a deal through the pipeline
Complete water test certification
Pass the in-house water quality testing quiz
Week 2
Run your first solo consultation
Manager rides along, you lead the demo
Complete install safety training
Review OSHA guidelines and proper tool use
Month 1
Close your first deal
Celebrate the milestone with the team
30-day performance review
Sit-down with your manager to set 90-day goals
SOP Library
Standard operating procedures by department