VestRight Team
  • PROCEDURES
  • ADMIN
    • New Sales Rep
      • Starting Line
      • Starting Schedule (stand alone)
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Sales Rep Starting Line

We're looking forward to getting started with you! Please fill out the information below.

Step 1 of 5

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  • For your training, we will be sharing various items with you through Google Drive. As such, you will need a Gmail-based address. If you do not already have one, you will need to create a free Gmail account and enter that here.

    Note: Once you've completed your training and you've been fully onboarded, you will receive a VestRight email address that we will use moving forward.

  • Training Completion

    The training requirements are outlined in your Job Offer email. After you've reviewed the time requirements for completing the training, let us know below your estimated target date for completion.

    The date you choose will give us a goal post for the date at which you start taking sales calls, which is typically a couple days after you've completed your training.

  • MM slash DD slash YYYY
  • Now let's determine the target date for you to start taking calls!

    Based on your your target training completion date above, plus adding 1 extra business day to do a final check-in with you, what date would you like to take your first calls? Keep in mind, this date isn't set in stone. It could change, depending on how you progress through the training. But this date is important for us as we have a number of logistical things to accomplish in order to get your first calls booked.

  • (again, this should be no sooner than 2 days after your target training completion date above)
    MM slash DD slash YYYY
  • Your Starting Schedule

    Let us know your daily schedule for taking calls.

    Note: we can adjust your weekly schedule as we move forward. The below will help us get started.

  • Note 1: For the end time(s) you note below, this will be the time that you are available through. For example, if you put that you're available from 9am to 6pm, that means that the latest a 1-hour call can be scheduled for your is 5pm.

    Example:
    Every day
    9am - 11:30am
    1:30pm - 5:30pm

    Note 2: Calls are scheduled in 1-hour slots, with a 15 min break between each call. Keep this in mind when you're determining your schedule. For example, if you are available 3pm to 5pm, only one call can be scheduled in that time period. Changing that to 3pm to 5:15pm would allow 2 calls to be booked in that time period.

  • Note 1: For the end time(s) you note below, this will be the time that you are available through. For example, if you put that you're available from 9am to 6pm, that means that the latest a 1-hour call can be scheduled for your is 5pm.

    Example:
    Mondays:
    9am - 11:30am
    1:30pm - 5:30pm

    Tuesdays:
    Off

    Wednesdays:
    8:00am - 6:00pm

    Etc.

    Note 2: Calls are scheduled in 1-hour slots, with a 15 min break between each call. Keep this in mind when you're determining your schedule. For example, if you are available 3pm to 5pm, only one call can be scheduled in that time period. Changing that to 3pm to 5:15pm would allow 2 calls to be booked in that time period.

  • (This can be changed in the future)
  • Not ready to decide on your starting schedule yet? No problem. Keep in mind that we will need this information from you as soon as possible. Let us know below what your situation is so we can track along with you.

    Also, make note of the below link. When you're ready, you can use it to fill out your starting schedule

    https://team.vestright.com/starting-schedule/

  • During your training, we will show you how to notify us when you need to take time off. In the meantime, do you have any upcoming known time-off dates/times that we should be aware of?

  • Final Items!

  • Download the W-9 here* and send to: kathleen@investpdx.com

    *Link opens in a separate window

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