Your first day focuses on essential setup and team introductions. Your manager will meet you at 9:00 AM in the main office or via Zoom for remote employees.

🗓️ Day 1 Schedule:

• 9:00 AM: Welcome meeting with manager
• 10:00 AM: IT setup and system access
• 11:00 AM: Team introductions
• 1:00 PM: Sales tools overview
• 3:00 PM: HR paperwork and benefits

📱 Key Contacts:

• Sales Manager: [Name] - Slack: @manager
• IT Support: [email protected]
• HR Partner: [Name] - Ext. 123

Please bring government ID and bank details for payroll setup.

Your essential sales stack includes CRM, communication tools, and sales enablement platforms. IT will help set these up on day one.

🔑 Core Systems:

• Salesforce (CRM)
• Slack (Team communication)
• Outreach (Sales engagement)
• Gong (Call recording)
• DocuSign (Contracts)

📲 Setup Process:

1. Receive company laptop
2. Login to company Google account
3. Set up 2FA authentication
4. Install required applications
5. Complete security training

🎯 First Week Goals:

• Complete all system tutorials
• Set up email signature
• Configure CRM views
• Test all integrations

We follow a defined sales methodology focused on customer value and consultative selling. Each stage has specific criteria and required actions.

🎯 Sales Stages:

1. Discovery (1-2 calls)

• Qualify opportunity
• Identify pain points
• Map stakeholders

2. Solution Design (1-2 weeks)

• Technical discovery
• Custom demo
• ROI calculation

3. Evaluation (2-3 weeks)

• Pilot/trial setup
• Success criteria
• Stakeholder buy-in

4. Closure (1-2 weeks)

• Contract negotiation
• Procurement process
• Legal review

⏱️ Average Sales Cycle: 45 days 💰 Target Deal Size: $25k-100k ARR

We use the MEDDICC qualification framework to assess opportunities and focus on the right deals.

🎯 MEDDICC Criteria: M - Metrics (ROI/Value) E - Economic Buyer D - Decision Criteria D - Decision Process I - Identify Pain C - Champion C - Competition

📊 Qualification Thresholds:

• Budget: Minimum $25k ARR
• Authority: Director+ level
• Need: Clear use case
• Timeline: Within 6 months

🚫 Disqualification Triggers:

• No budget allocated
• No clear decision maker
• Indefinite timeline
• Mismatched use case

Sales targets are structured quarterly with clear monthly milestones. Your first quarter has adjusted ramp-up targets.

📊 Quarterly Targets:

• Revenue: $250k ARR
• New Logos: 10
• Meetings Set: 40
• Pipeline Gen: 3x quota

📈 Ramp Schedule: Month 1: 25% of quota Month 2: 50% of quota Month 3: 75% of quota Month 4+: 100% of quota

🎯 Key Performance Metrics:

• Win rate: 25%+
• Sales cycle: 45 days
• ASP: $35k ARR

Your compensation includes base salary, commission, and accelerators. Commission is paid monthly based on closed-won deals.

💰 Compensation Structure:

• Base: [Amount]
• OTE: [Amount]
• Split: 50/50 base/variable

🏆 Commission Details:

• Paid monthly
• No commission cap
• Accelerators at 100%+ quota
• SPIFs for strategic products

📅 Payment Schedule:

• Base: Bi-weekly
• Commission: Monthly (15th)
• Bonuses: Quarterly
• Accelerators: Quarterly

Understand and follow these critical policies to ensure compliance and smooth deal processing.

📋 Deal Policies:

• Minimum deal size: $25k
• Max discount: 15%
• Payment terms: Net 30
• Contract length: 12-36 months

✍️ Approval Requirements:

• Discounts > 10%: Manager
• Custom terms: Legal
• Multi-year: Finance
• Enterprise: VP Sales

⚠️ Non-Standard Terms:

• Must use approval matrix
• Legal review required
• No verbal commitments
• Document all exceptions

All business expenses must be submitted through Expensify within 30 days. Always check policy before booking travel.

✈️ Travel Guidelines:

• Book 2+ weeks ahead
• Economy class flights
• Standard room hotels
• Rental car: Economy

💰 Daily Limits:

• Meals: $75/day
• Client meals: $150/person
• Transport: Standard rates
• Entertainment: Pre-approval

📝 Submission Rules:

• All receipts required
• Business purpose noted
• Client names listed
• Weekly submission