Coaching a new hire Flashcards

1
Q

Assess skill set

A

Gain feedback

Discuss with new hire their biggest learning focus areas

Execute assessment of likely shifts to selling approach

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Over-invest in connection and development

A

Set minimum 3x weekly learning connects

Gain foundation of what motivates and demotivates them

Establish them with the team

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Align them to the right partners

A

Align training needs to what is/isn’t covered in Expedition

Align to the right win list

Prioritize shadowing calls

Support them in establishing effective alignment with Client Partner and AMX

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Provide consistent feedback

A

Leverage key opportunities to provide feedback

3x weekly 1:1 meetings

Expedition sign offs, knowledge tests, and skills assessments

Client calls - transition with “bite size” opportunities to show skills learned

Peer mentor

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Executing a thoughtful transition to account management

A

Follow Expedition schedule

Determine readiness to own parts of calls

Prioritize non-auto clients and clients with immediate growth

Encourage AE to have an active voice in PACT/team meetings

Continue to join calls the first 6-12 months as needed based on readiness

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What is PREV

A

How much you booked: CV + NCVI

How well did you know this?
1
Not at all
2
3
4
5
Perfectly