New Associate ONBOARDING
PLEASE FOLLOW STEP-BY-STEP!
Your 1st 4 Days ONBOARDING with TRAINER!
DAY of IBA
IF YOU HAVE NOT CLICKED ON OUR ONBOARDING LINK & CONTACT FORM LINK... PLEASE DO SO HERE!
1
WATCH THIS ORIENTATION VIDEO RIGHT AWAY! (19 min.)
Make sure to take Notes!
We will be looking for 5 takeaways from the Orientation Video so please be prepared and pay close attention. We will REVIEW with TRAINER!
CLICK "CC" for "Closed Captioning"
2
DOWNLOAD TELEGRAM APP
FOR ANDROID: ANDROID-CLICK HERE
FOR APPLE IOS: APPLE/IOS-CLICK HERE
After downloading Telegram App to your Mobile Device...
3
PLEASE FRIEND US!
On FACEBOOK
Watch for INVITE from Team Tenacious "PRIVATE Facebook" from your TRAINER!
IMPORTANT!
You can see here that we have a STEP by STEP plan for you that will be tailored to you and your SCHEDULE! Both the DESIGN and the TIMING is to put you in the BEST position of MAKING MONEY right away! ...
Of course while serving others in an AREA that everyone needs!
IMPORTANT! YOUR SCHEDULE!
IMPORTANT ASSIGNMENT: We need you to share with your TRAINER (on your Telegram Chat) your OPEN 10+ hours WEEKLY so that they know when we communicate and when we can INCLUDE you in activities, necessary for your SUCCESS! We will need to be in communication DAILY as you get started so we stay on track. 5 MIN phone calls will be VALUABLE!
AGAIN - Please share with your TRAINER (through Telegran) your OPEN 10+ hours WEEKLY!
Set 10 min. Onboarding Call/Zoom for Tomorrow with your TRAINER
(This is to ensure you are getting all the training you need)
DAY 1
REVIEW WITH TRAINER
A) CONFIRM DOWNLOADS
B) ORIENTATION - Top 5 Takeaways?
C) IMPORTANCE OF 3-LEGGED STOOL
NOTE: 3-legged stool. Great visual for knowing WHAT to focus on!
D) YOUR 10+ Hours WEEKLY that are free from your current schedule?
(Do this WEEKLY if it changes)
ASSIGNMENT
NEW REP SETS for THEMSELVES...
ReferSecure.com appt so that they can observe how the process works and can at least experience HOW IT WORKS!
If it helps them great-if not they learned the process.
(If State allows)
FOLLOW THE STEPS BELOW!
Steps for your AUTO & HOME Assignment
We need you to SEE & EXPERIENCE this process for yourself to easily explain to others! If it helps you...GREAT!
If not...you learned the process & you know you have a good plan for now! You will want to RECHECK back EVERY 6 months-No matter what.
Set up a time to shop your own auto and home insurance
(Get paid up to💲2️⃣0️⃣0️⃣ to be your own client)
IMPORTANT!
(Do NOT do this if you or client resides in 1 of these states: AK, DE, FL, GA, IA, KY, MI, MS, NH, NY, OH, PA, SC, SD, TN, TX, UT, VA, WV) as additional documentation is needed. Talk to your Trainer!
1. Click here: www.refersecure.com
2. Scroll down and select “submit auto and home referral”
3. Fill out YOUR REP information with your REP ID (it's how you get paid)
4. Fill out CLIENT information
5. Select preferred language
6. Choose: Refer to SPECIFIC agent
(Andy York-Day hrs -Jennifer Williams-Nights -Justin Hartley-Sat)
7. Select call back time/date
8. Select customer consent
9. Schedule call
10. TELEGRAM TRAINER YOUR RESULTS
Set 10 min. Onboarding Call/Zoom for Tomorrow with your TRAINER
(This is to ensure you are getting all the training you need)
DAY 2
3 MOST IMPORTANT SEGMENTS to focus on!
(ALL equally IMPORTANT)
QUICKLY REVIEW
FACEBOOK POST-If NOT done yet…
POST & Tag TRAINER!
(Use BOARDS App)
INVITE to ALL appointments you set for trainer to do via EMAIL!
1. MEETINGS & BIG EVENTS
Click here for link to EVERY Tuesday Night-LOGIN at 5:45pm cst (6:45pm est)
CLICK HERE TO LOGIN TO TUESDAYS Meeting ID: 844 0741 1387 Passcode: 126685
Dial by your location +1 305 224 1968 US OR +1 309 205 3325 US
Put OUR Team Calendar... in your calendar.
To add Team Tenacious Google calendar to your Google calendar...
CLICK HERE to ADD TT to your GOOGLE CALENDAR
This is a "LIVE" powerful 75 minutes out of your week that we ask you to be as distraction-free as possible WITH YOUR CAMERA ON PLEASE!
2. GETTING LICENSED ASAP
Join our SPECIAL TELEGRAM "PRE-LICENSING" CHAT for TEAM MENTORING & UP-TO-DATE HELP!
Checkout PINNED MESSAGE for INSTRUCTION!
3. FIELD TRAINING
EARN PROMOTIONS
FIELD TRAINING BONUS - BECOME INDEPENDENT
* Highly Suggested *
SET PERSONAL ZOOM to OBSERVE & START your OWN PERSONAL PLAN
Do this with BOTH NEW ASSOCIATE & SIGNIFICANT OTHER as soon as possible. WHY? You will want to be exposed to what it’s like to see our CLIENT EXPERIENCE & the actual benefits PERSONALLY of what you will be seeing us do with others.
REMEMBER!
YOU will get paid a "BANKED BONUS" AND "EARN PROMOTIONS" during your START UP PERIOD
on becoming your OWN 1st PERSONAL CLIENT!
Set 10 min. Onboarding Call/Zoom for Tomorrow with your TRAINER
(This is to ensure you are getting all the training you need)
DAY 3
THE ABOVE (RED) SHOWS YOUR $$$
Open YOUR PRI App, ONBOARDER will go over RED arrows by having YOU looking at YOUR PRI app and giving you the answers to what they mean.
During FIELD TRAINING...
WE WANT YOU GETTING "BANKED BONUSES", become "LICENSED & INDEPENDENT", both while BUILDING your AGENCY & MAKING MONEY on your own within 60 days MAX! That means there is URGENCY in this PROCESS!
REVIEW! SUPER IMPORTANT PROMOTIONS BELOW!!!!
MASSIVE VALUE! Equals $ and more!
5 X 5,000 1st 60 DAYS through Field Training!
IMPORTANT! We do ALL the work for NEW ASSOCIATE during their FIELD TRAINING EXPERIENCE! We will help NEW ASSOCIATE build their AGENCY while focused on the 3-legged stool! We WILL INVITE NEW ASSOCIATE to EVERY appointment that we have for them by “inviting” them through our CALENDAR via EMAIL!
*MASSIVE VALUE: NEW ASSOCIATE doing 5 by 5 is experiencing the 3 ways that that they are getting paid WITHOUT having their license in 1st 60 days through the BONUS. So, we know they're getting the training experience of doing the 5x5000, they're getting a higher contract, they are now at a 60% contract, not a 25% contract and, they now have 5 teammates that need to go do the same thing and then obviously they get a minimum $1,000. bonus for that. They're now getting paid multiple ways without having a license.
* Banked Bonus will be paid when Associate becomes Life Licensed with their State, & appointed with us!
Set 10 min. Onboarding Call/Zoom for Tomorrow with your TRAINER
(This is to ensure you are getting all the training you need)
DAY 4
PROMOTIONS
ASSIGNMENT
NEW REP: Telegram SCREEN SHOTS of LICENSING PROGRESS in the SPECIAL TEAM PRE-LICENSING TELEGRAM!
SET PERSONAL ZOOM to OBSERVE & START your OWN PERSONAL PLAN, with BOTH NEW ASSOCIATE & SIGNIFICANT OTHER ASAP!
WHY? You will want to be exposed to what it’s like to see our CLIENT EXPERIENCE & the actual benefits PERSONALLY of what you will be seeing us do with others.
START LEARNING TO BE A PRESENTER-STEPS FOUND ON THIS LINK:
Make sure you are communicating directly with your TRAINER often!
(DAILY if necessary) This is to ensure you are getting all the training you need)
What your 1st 100 Days will look like!
