Sentral Onboarding
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Sales Coordinator

Onboarding plan · 4-week guided start

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Daily

1 task
  • Daily morning and afternoon huddles - schedule on the calendar and make a priority
    Owner: Team
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Weekly

1 task
  • 1:1's with supervisor | GM
    Owner: SupervisorDuration: 30 Minutes
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Monthly

1 task
  • Review CRM email and text response templates: is info correct, concession correct, no spelling and grammatical errors, auto-prompts added for ease of response, are the emails and text personalized and ask the appropriate questions? — Assist in review and notification of needed updates
    Owner: GM |AGM
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30-Day + yearly

1 task
  • Human Trafficking in Rental Housing
    Owner: SelfDuration: 30 Minutes
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60-day + yearly

1 task
  • Conflict Resolution
    Owner: SelfDuration: 2 Hours
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45 Days + yearly

1 task
  • Annual Sentral Safety Training
    Owner: SelfDuration: 40 Minutes
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60-Day

2 tasks
  • Phone & Tour Sales Process
    Owner: SelfDuration: 1 Hour
  • 60-day follow-up: performance & goals — Scheduled by RD | VP
    Owner: GM / DOSDuration: 45 Minutes
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60-Days

1 task
  • Pet Screening Introduction
    Owner: SelfDuration: 1 Hour
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3 Months

2 tasks
  • Maintenance for Office Staff
    Owner: SelfDuration: 1 Hour
  • Crisis Managemen: Prevention & Preperation
    Owner: SelfDuration: 1 Hour
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90-Day

1 task
  • 90-day follow-up: performance & goals — Scheduled by RD | VP
    Owner: GM / DOSDuration: 45 Minutes
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6 months

2 tasks
  • DEI Booster: Tips for Using Gender-Inclusive Language
    Owner: SelfDuration: 5 Minutes
  • Booster: Compliments and Comments
    Owner: SelfDuration: 5 Minutes
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8 months

2 tasks
  • Fair Housing Booster: Practicing Fair Housing
    Owner: SelfDuration: 5 Minutes
  • Fair Housing Booster: Local Nuisance Ordinances
    Owner: SelfDuration: 5 Minutes
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Annual/Recurring

6 tasks
  • Sexual Harassment Refresher
    Owner: Self
  • Drug-Free Workplace Refresher
    Owner: Self
  • Diversity and Inclusion Refresher
    Owner: Self
  • Workplace Harassment Refresher
    Owner: Self
  • Fair Housing Refresher
    Owner: Self
  • Annual Security Training
    Owner: SelfDuration: 25 Minutes
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Other

20 tasks
  • Learing Plans — Status
    Owner: LengthDuration: Required
  • Conflict Management - Employee — ⏳ Not Started
    Owner: 2 Hours 15 MinutesDuration: Yes
  • Diversity, Equity, and Inclusion - Employee — ⏳ Not Started
    Owner: 3 Hours 45 MinutesDuration: Yes
  • Fair Housing Compliance — ⏳ Not Started
    Owner: 5 Hours 35 MinutesDuration: Yes
  • Leadership Essentials — ⏳ Not Started
    Owner: 5 Hours 35 MinutesDuration: Yes
  • Property Management Operations — ⏳ Not Started
    Owner: 5 HoursDuration: Yes
  • Safety Essentials — ⏳ Not Started
    Owner: 2 Hours 30 MinutesDuration: Yes
  • Workplace Ethics & Compliance - Employee — ⏳ Not Started
    Owner: 4 Hours 50 MinutesDuration: Yes
  • Advanced Leasing — ⏳ Not Started
    Owner: 1 Hour 5 Minutes
  • Business Writing and Communication Essentials — ⏳ Not Started
    Owner: 2 Hours 50 Minutes
  • Customer Experience — ⏳ Not Started
    Owner: 5 Hours 50 Minutes
  • Foundations of Leasing — ⏳ Not Started
    Owner: 8 Hours 20 Minutes
  • Interpersonal Skills — ⏳ Not Started
    Owner: 15 Minutes
  • Mental Health and Wellness — ⏳ Not Started
    Owner: 1 Hour 5 Minutes
  • Multifamily Marketing Fundamentals — ⏳ Not Started
    Owner: 5 Hours 35 Minutes
  • Personal Effectiveness — ⏳ Not Started
    Owner: 4 Hours 35 Minutes
  • Personal Growth & Resilience — ⏳ Not Started
    Owner: 20 Minutes
  • Resident Retention — ⏳ Not Started
    Owner: 3 Hours 15 Minutes
  • Safety Series (Elective) — ⏳ Not Started
    Owner: 6 Hours
  • Yardi and CRM Learning Guide — ⏳ Not Started