Day 1 Essentials
Everything you need to survive and thrive on your first day. No fluff. Just what matters.
Welcome to Weiss Ratings
You are joining a company with a 50+ year track record of telling the truth about financial risk. The people you will be calling have real money at risk and real concerns about their financial future. You have the solution. Today is about getting set up, understanding the basics, and making your first calls. Everything else builds from here.
Day 1 Timeline
8:00 AM
Systems setup and login verification30 min
8:30 AM
Team introduction and manager check in15 min
8:45 AM
Required reading: Company Overview and Product Architecture45 min
9:30 AM
Required reading: Compliance (10 Commandments) and Call Process45 min
10:15 AM
Break15 min
10:30 AM
First dial block (observed). 15 to 20 calls90 min
12:00 PM
Lunch60 min
1:00 PM
Debrief morning calls with manager30 min
1:30 PM
Second dial block (observed). 15 to 20 calls90 min
3:00 PM
Break15 min
3:15 PM
Review Objection Handling module30 min
3:45 PM
End of day debrief with manager15 min
4:00 PM
CRM cleanup and next day preparation30 min
Your First Morning
Log into all systems: Salesforce, CSUM, Zuora, AirCall, Microsoft Teams
Confirm your AirCall number is active and recording is enabled
Join the Teams channels: Sales Floor, Announcements, Training
Review your assigned lead list in Salesforce
Read today's Daily Briefing (see Daily Briefing module)
Systems Setup
Salesforce: Your CRM. Every lead, every call, every note lives here
CSUM: Customer subscription management. Check what products a customer owns
Zuora: Payment processing. This is where you process sales
AirCall: Your phone system. All calls are recorded automatically
Microsoft Teams: Internal communication. Stay in the Sales Floor channel during dial blocks
Required Reading (Before Your First Call)
Company Overview module: Understand the Weiss story and why independence matters
Product Architecture module: Know every product, every price, every editor
Compliance module: The 10 Commandments are non negotiable
Call Process module: The 5 stage framework you will follow on every call
Quick Reference: Print this and keep it at your desk
Your First Calls
Your first calls will be observed by your manager or a senior rep
Start with newsletter leads (lower pressure, higher volume)
Focus on rapport and discovery, not closing. The close will come
After each call, debrief with your observer. What worked? What did not?
Target: 20 to 30 dials on Day 1. Not 50. Build the muscle first
The One Thing to Remember
You are not expected to be perfect on Day 1. You are expected to show up, do the work, and be coachable. The reps who succeed are not the ones with the most talent. They are the ones who make the most calls and never stop learning. Start there.