The first month sets the pace for everything after it. A clear ramp plan tells a new hire what to learn, when to practice, and what good looks like at the end of each week.
Week one: foundations
Focus on the basics a new team member needs before they talk to a single customer.
- Complete licensing and systems setup
- Shadow three customer conversations
- Learn the agency’s core products
Weeks two and three: guided practice
Move from watching to doing, with a manager close by to coach each step.
- Role-play the most common conversations
- Handle live calls with a manager listening
- Review one recording together each day
Week four: ownership
Hand over real responsibility and agree on the numbers that show progress.
- Set first activity and quality goals
- Run conversations independently
- Hold a 30-day review with clear next steps
Put it into practice.
Use the free checklist to turn this playbook into a repeatable routine for your agency.
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