Sentral Onboarding
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Sales Manager

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

2 tasks
  • Teams chat check-in (weekly → bi-weekly as appropriate); Schedule individual 1:1's with each member
    Owner: SupervisorDuration: 30 Minutes
  • Pre-Sales call participation
    Owner: GM / SalesDuration: 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?
    Owner: GM | AGM
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30-Day + yearly

3 tasks
  • Human Trafficking in Rental Housing
    Owner: SelfDuration: 30 Minutes
  • Sentral-Life Mobile App Training
    Owner: SelfDuration: 1 Hour
  • Annual Security Training
    Owner: SelfDuration: 1 Hour
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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

1 task
  • 60-day follow-up: performance & goals — Scheduled by RD | VP
    Owner: RDDuration: 45 Minutes
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60-Days

6 tasks
  • Accounting Overview
    Owner: SelfDuration: 30 Minutes
  • Sentral's Airbnb Partnership
    Owner: SelfDuration: 1 Hour 35 Minutes
  • Pet Screening Introduction
    Owner: SelfDuration: 1 Hour
  • Reputation Management Playbook
    Owner: SelfDuration: 35 Minutes
  • Canva
    Owner: SelfDuration: 10 Minutes
  • StayNTouch User Training
    Owner: SelfDuration: 45 Minutes
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8-weeks

1 task
  • Maintenance for Office Staff
    Owner: SelfDuration: 1 Hour
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90-Day

1 task
  • 90-day follow-up: performance & goals — Scheduled by RD | VP
    Owner: RDDuration: 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

7 tasks
  • Sexual Harassment Refresher
    Owner: Self
  • Drug-Free Workplace
    Owner: Self
  • Diversity and Inclusion
    Owner: Self
  • Workplace Harassment
    Owner: Self
  • Fair Housing Refresher
    Owner: Self
  • Active Shooter Awareness
    Owner: Self
  • Bed Bug Certification
    Owner: Self
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Learing Plans

1 task
  • Learing Plans — Length
    Owner: RequiredDuration: Learing Plans
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Conflict Management - Self

1 task
  • Conflict Management - Self — 2 Hours 15 Minutes
    Owner: YesDuration: Conflict Management - Self
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Diversity, Equity, and Inclusion - Self

1 task
  • Diversity, Equity, and Inclusion - Self — 3 Hours 45 Minutes
    Owner: YesDuration: Diversity, Equity, and Inclusion - Self
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Fair Housing Compliance

1 task
  • Fair Housing Compliance — 5 Hours 35 Minutes
    Owner: YesDuration: Fair Housing Compliance
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Leadership Essentials

1 task
  • Leadership Essentials — 5 Hours 35 Minutes
    Owner: YesDuration: Leadership Essentials
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Property Management Operations

1 task
  • Property Management Operations — 5 Hours
    Owner: YesDuration: Property Management Operations
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Safety Essentials

1 task
  • Safety Essentials — 2 Hours 30 Minutes
    Owner: YesDuration: Safety Essentials
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Workplace Ethics & Compliance - Self

1 task
  • Workplace Ethics & Compliance - Self — 4 Hours 50 Minutes
    Owner: YesDuration: Workplace Ethics & Compliance - Self
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Advanced Leasing

1 task
  • Advanced Leasing — 1 Hour 5 Minutes
    Duration: Advanced Leasing
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Business Writing and Communication Essentials

1 task
  • Business Writing and Communication Essentials — 2 Hours 50 Minutes
    Duration: Business Writing and Communication Essentials
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Customer Experience

1 task
  • Customer Experience — 5 Hours 50 Minutes
    Duration: Customer Experience
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Foundations of Leasing

1 task
  • Foundations of Leasing — 8 Hours 20 Minutes
    Duration: Foundations of Leasing
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Interpersonal Skills

1 task
  • Interpersonal Skills — 15 Minutes
    Duration: Interpersonal Skills
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Mental Health and Wellness

1 task
  • Mental Health and Wellness — 1 Hour 5 Minutes
    Duration: Mental Health and Wellness
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Multifamily Marketing Fundamentals

1 task
  • Multifamily Marketing Fundamentals — 5 Hours 35 Minutes
    Duration: Multifamily Marketing Fundamentals
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Personal Effectiveness

1 task
  • Personal Effectiveness — 4 Hours 35 Minutes
    Duration: Personal Effectiveness
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Personal Growth & Resilience

1 task
  • Personal Growth & Resilience — 20 Minutes
    Duration: Personal Growth & Resilience
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Resident Retention

1 task
  • Resident Retention — 3 Hours 15 Minutes
    Duration: Resident Retention
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Safety Series (Elective)

1 task
  • Safety Series (Elective) — 6 Hours
    Duration: Safety Series (Elective)
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Yardi and CRM Learning Guide

1 task
  • Yardi and CRM Learning Guide
    Duration: Yardi and CRM Learning Guide