Sales Family onboarding

Welcome to onboarding.

Keep the path smooth: one current step, one connected system, and support close enough that getting stuck never turns into drift.

Up next

Complete profile

Add your phone number, availability, motivations, and offer interests.

Your onboarding progress now follows your member session, so completed steps, XP, and next-step status should stay with you when you leave and come back.

Setter track

Start with setup, scripts, drills, and first-set targets before deeper closer material tries to compete for attention.

Closer track

Keep the path to closer development visible earlier so the app does not feel like it only speaks to setters.

Learning both

Keep broader context if you want the full lane map, but still make the current required step impossible to miss.

Onboarding checklist

Work through these steps and keep moving forward.

0/5 completed
Support