Sales Specialist

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, icluding package delivery. 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. Can conduct discovery, present property features, and handle objections with coaching.

DAY 1

9 tasks

Daily tasks: email, phone messages, CRM follow up
Owner: SelfDuration: 30 - 60 Minutes
Morning huddle
Owner: TeamDuration: 15 minutes
Lead a portion of a tour, recap with trainer feedback
Owner: Self + SupervisorDuration: As scheduled
Work in CRM queue
Owner: SelfDuration: As time permits
Role-play: Objection handling (“Feel–Felt–Found”)
Owner: Self + SupervisorDuration: 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

DAY 2

9 tasks

Daily tasks: email, phone messages, CRM follow up
Owner: SelfDuration: 30 - 60 Minutes
Morning huddle
Owner: TeamDuration: 15 Minutes
Tour comps and take notes to compare to your community. Identify advantages our competitors have and come up with rebuttals highlighting your property.
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: SupervisorDuration: 30 Minutes
Daily recap and reflection
Owner: SelfDuration: 15 Minutes

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; structure and story-telling practice
Owner: Self + SupervisorDuration: 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

DAY 4

7 tasks

Daily tasks: email, phone messages, CRM follow up
Owner: SelfDuration: 30 - 60 Minutes
Morning huddle
Owner: TeamDuration: 15 Minutes
Solo tour with manager and mock closing
Owner: Self + SupervisorDuration: 1 Hour
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

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