Sentral Onboarding
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Sales Manager

Onboarding plan · 4-week guided start

Focus

Taking the lead on core deliverables.

Key Skills / Milestones

Conduct move-in/out procedure, solo tour, is comfortable with experience desk tasks. Has met with all other departments - understands their roles and how to assist. Understands Grid and pricing structure. Has completed a full property walk-through with supervisor.

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DAY 1

9 tasks
  • Daily tasks: email, phone messages, CRM follow up
    Owner: SelfDuration: 30 - 60 Minutes
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Tour as scheduled
    Owner: SelfDuration: As scheduled
  • Work in CRM queue
    Owner: SelfDuration: As time permits
  • Continue Leasing Learning Plans in Grace Hill
    Owner: SelfDuration: As time permits
  • 1:1 coaching session (mid-point feedback)
    Owner: SupervisorDuration: 45 Minutes
  • Weekly Standards Goal: Think Like an Owner Prompt: When I make decisions this week, how will they reflect ownership?
    Owner: SelfDuration: 30 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 2

9 tasks
  • Daily tasks: email, phone messages, CRM follow up
    Owner: SelfDuration: 30 - 60 Minutes
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Tour as scheduled
    Owner: SelfDuration: As scheduled
  • Work in CRM queue
    Owner: SelfDuration: As time permits
  • Continue Leasing Learning Plans in Grace Hill
    Owner: SelfDuration: As time permits
  • Screening: Screening Works / ApproveShield / Findings – criteria & co-signers
    Owner: SupervisorDuration: 45 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Cadence of communications & Fair Housing templates
    Owner: Leasing DirectorDuration: 30 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 3

10 tasks
  • Daily tasks: email, phone messages, CRM follow up
    Owner: SelfDuration: 30 - 60 Minutes
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Transfer policy; NTVs (60 days); renewals (60–120 days); MTM policy
    Owner: SupervisorDuration: 1 Hour
  • Occupancy limits; subleases; buy-out; concessions & unit pricing in Voyager
    Owner: SupervisorDuration: 1 Hour
  • Tour as scheduled
    Owner: SelfDuration: As scheduled
  • Work in CRM queue
    Owner: SelfDuration: As time permits
  • Continue Leasing Learning Plans in Grace Hill
    Owner: SelfDuration: As time permits
  • Broker payouts; CHA/vouchers/affordable criteria
    Owner: SupervisorDuration: 45 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 4

7 tasks
  • Daily tasks: email, phone messages, CRM follow up
    Owner: SelfDuration: 30 - 60 Minutes
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Tour as scheduled
    Owner: SelfDuration: As scheduled
  • Work in CRM queue
    Owner: SelfDuration: As time permits
  • Continue Leasing Learning Plans in Grace Hill
    Owner: SelfDuration: As time permits
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Midpoint review with supervisor – checklist review
    Owner: SupervisorDuration: 45 Minutes
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DAY 5

8 tasks
  • Daily tasks: email, phone messages, CRM follow up
    Owner: SelfDuration: 30 - 60 Minutes
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Tour as scheduled
    Owner: SelfDuration: As scheduled
  • Work in CRM queue
    Owner: SelfDuration: As time permits
  • Continue Leasing Learning Plans in Grace Hill
    Owner: SelfDuration: As time permits
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Reflection of Standards: Think Like an Owner Prompt: How did my decisions this past week reflect ownership?
    Owner: SelfDuration: 30 Minutes
  • End-of-week recap
    Owner: SupervisorDuration: 30 Minutes