New-hire onboarding · Stage 1 of 4
Foundation
Five modules. Run them in order. The goal is one thing: be ready to take your first real intake call without freezing.
5 modules
All modules
01
ReadyWhat This Job Actually Is
Expectations, the 4-stage map, what good looks like.
~10 min
02
LockedThe Intake Question Sequence
The 6 first-set questions, in order. The CA-purchase gate.
~15 min
03
LockedKeeping Them On The Phone
7 deflections. The money-on-the-table principle.
~15 min
04
LockedTop 12 Objections
Acknowledge -> reframe -> next step, applied to every objection.
~20 min
05
LockedThe Close
'I've got it approved.' Civil Penalty Reframe. Sign + send.
~10 min
The full closer journey
- Stage 1FoundationYou are here
- Stage 2Mock Calls7 personas · 3 attempts each
- Stage 3Journey FollowStudy real signed cases
- Stage 4Power Dialer5 handoffs · 2 docs · 1 close