Sentral Onboarding
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Sales Specialist

Onboarding plan · 4-week guided start

Focus

Systems, introductions, property knowledge, and compliance.

In-Person / Shadowing

Property walk-through, safety + emergency procedures, interdepartmental intros (Sales, Experience, Lifestyle, Fitness, Maintenance, as aplicable). Shadow Leasing Tour, review CRM/Yardi, Canva + Riseio App training, announcement and event calendar workflows.

Key Skills / Milestones

Comfortable navigating Yardi, Sentral App/Riseio, Teams, Outlook. Understand daily flow across departments (leasing → experience → maintenance → lifestyle). Able to assist with package handling, move-in/out procedures, work orders. Has completed HR compliance (timecards, payroll). Participated in one resident event (if aplicable), one move-in/out, and two tours.

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DAY 1

10 tasks
  • Welcome meeting & team introductions
    Owner: SupervisorDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Property tour (front/back-of-house) & amenity overview
    Owner: SupervisorDuration: 2 Hours
  • Lunch with Team + Supervisor & Q&A
    Owner: SupervisorDuration: 1 Hour 30 Minutes
  • Set up Rippling dashboard, confirm logins, Outlook, Teams, SharePoint, OneDrive, Phone system/messages
    Owner: IT / SupervisorDuration: 30 Minutes
  • HR New Hire Orientation
    Owner: HRDuration: 1 Hour
  • Complete I9 paperwork, confirm with supervisor
    Owner: Self, SupervisorDuration: 15 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Set up Yardi (CRM Queue, Voyager, Elevate), SNT (Admin)
    Owner: IT / SupervisorDuration: 30 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 2

11 tasks
  • Sentral Standards (Experience Guest Flow) walkthrough
    Owner: SupervisorDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Sexual Harassment
    Owner: SelfDuration: 1 Hour 40 Minutes
  • Sentral Standards
    Owner: SelfDuration: 30 Minutes
  • Fair Housing
    Owner: SelfDuration: 2 Hours
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Shadow experienced team member (Experience Desk)
    Owner: SupervisorDuration: 1 Hour
  • Time & Attendance Training - Entering Time Off & Clocking In and Out in Rippling
    Owner: SelfDuration: 20 Minutes
  • Set first 30-days goals
    Owner: SupervisorDuration: 15 Minutes
  • Confirm addition to all community meetings and teams groups, All-Co groups
    Owner: SelfDuration: 15 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 3

8 tasks
  • Yardi – CRM Queue & Dashboard overview
    Owner: SupervisorDuration: 1 Hour
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Sentral Standards Tour walkthrough
    Owner: GM, Leasing Manager, Sales AssociateDuration: As scheduled
  • Instagram, Canva, The Guarantors, PetScreening account checks
    Owner: SupervisorDuration: 45 Minutes
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Floor plans, pricing, availability/Grid deep dive
    Owner: SelfDuration: 1 Hour
  • Standards reflection - What does Think Like an Owner mean to me?
    Owner: SelfDuration: 15 Minutes
  • Daily recap and reflection
    Owner: SelfDuration: 15 Minutes
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DAY 4

9 tasks
  • Morning huddle
    Owner: TeamDuration: 15 Minutes
  • Active Shooter Awareness
    Owner: SelfDuration: 20 Minutes
  • Begin to shadow tours
    Duration: As scheduled
  • Move-In Checklist and Resident Handbook Overview
    Owner: DOE | AGMDuration: 1 Hour
  • Sentral Uniform Playbook
    Owner: SelfDuration: 30 Minutes
  • SharePoint, Elevate & SOP Review - Where to find and how to search
    Owner: SupervisorDuration: 1 Hour
  • Afternoon huddle
    Owner: TeamDuration: 15 Minutes
  • Property walkthrough – storage areas, chemical cage (MSDS), housekeeping scope
    Owner: Ops ManagerDuration: 1 Hour
  • End-of-week recap + open Q&A
    Owner: SupervisorDuration: 30 Minutes