The First 4 Weeks Training Guide
The first month after completing Sales Academy is designed to help you gain momentum, reinforce what you’ve learned, and set a strong foundation for your long-term success. This guide walks you through each day with a structured plan that includes hands-on learning, role-playing exercises, daily reflections, and one-on-one guidance from your trainer. By staying consistent, you’ll enhance your skills, build confidence, and develop the routines that will support your career growth with Atlas Financial Benefits.
After Graduating from Sales Academy
FRIDAY NIGHTSteps to be completed the Friday night after graduating from Sales Academy.
- Connect with your Field Trainer to talk about your experience at Sales Academy.
- Access the Team Resources LinkTree and save it to your phone and iPad Home Screens for easy access.
- Browse through it and get familiar - it will be a tool you’ll use frequently
- Submit a screenshot plus a quick voice memo to your Voxer Support Line to show your Field Trainers that you’ve checked out the Team Resources LinkTree and added it to your Home Screen.
SATURDAYTasks to complete on the Saturday before Field Training.
Save and print the following PDFs to work on over your first four weeks, and store them somewhere secure.
- Nightly Routine (print 20 copies (5 days x 4 weeks) to complete each night before bed)
- Continual Education feedback (print 20 copies to fill out each day as you listen to your audio homework)
- Follow Sheets (print 3 copies)
- Back to Basics (print 5 copies)
- Goal Cards (print 5 copies)
- Weekly Reflections (print 4 copies)
- Working Different Industries Worksheet (print 1 copy)
- Listen to Day 1 audio What you need to know when you’re new
- As you listen fill out your first Continual Education Feedback PDF (Send a photo to your Voxer Support Line)
SUNDAYTasks to complete on the sunday before Field Training.
- Watch the Elevated Welcome Video and complete the journaling
- Listen to the Approaches audio.
- Role play 3 times.
- Write out the Approach word-for-word (send a picture of what you wrote to your Voxer Support Line).
Week 1 in the Field
MONDAY MORNING- Listen to Morning Call @ 8am CST (848) 222-2470
- Listen to Day 2 audio Critical Success Factors
- Fill out Continual education Feedback page (Send photo to Voxer Support Line)
MONDAY EVENING- Enter Daily Stats on Legacy Stat Site after last business
- Listen to audio Indirect cost
- Read over material
- Role play 3 time
- Write out once (Send picture of writing to trainer in QA Voxer Chat)
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Surprise of the day?
TUESDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to Day 3 audio Phases of your Career & Long term thinking
- Fill out Continual education feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Buying Atmosphere
- Read over material
- Role play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Surprise of the day?
WEDNESDAY- Listen to morning call @ 8am CST (848) 222-2470
- Listen to Day 4 audio Rapport & Connecting
- Fill out continual education Feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Benefits / Price build up
- Read over Material
- Role Play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
THURSDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to Day 5 audio Getting Started & RYBLAB
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Transition to close
- Read over Material
- Role Play 3 Times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Call Trainer after work to discuss day
- What went well?
- What went bad?
- 1 Lesson of the day?
- Listen to RYBLAB episode.
FRIDAY- Join the morning team call @ 9:00 CST link will be in the team voxer. Be field ready and have your camera on.
- Listen to audio Simple Not Easy
- Fill out Continual education feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Call Trainer after work to discuss day
- What went well?
- What went bad?
- 1 Lesson of the day?
WEEKEND PREP- Listen to Gold Standard 2.0
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Fill out the Back to Basics Checklist
- Pick 2 areas to work on for the following week
- Daily goal cards
- Nightly goal sheet (Daily training tool)
- Listen to Working Different Industries B2B
- Restaurants & Bars
- Police
- Medical-Dental-Vets
- Fill out Worksheet
- Fill out Weekly reflections send to support chat line in voxer
- Plan Start / Stop time on stats site for the next week.
Week 2
MONDAY- Listen to Morning Call @ 8am CST (848) 222-2470
- Listen to audio Using Questions in the Intro
- Fill out Continual education Feedback page (Send photo to Voxer Support Line)
- Enter Daily Stats on Legacy Stat Site after last business
- Listen to audio Working Different Industries B2B
- Manufacturing
- Insurance Agents & Financial Planning
- Hotels
- Fill out Worksheet
- Listen to audio Approaches
- Read over material
- Role play 3 time
- Write out once (Send picture of writing to trainer in QA Voxer Chat)
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- Medical-Dental-Vets
- 1 Lesson of the day?
TUESDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to audio Price Build up, Transition & Closing
- Fill out Continual education feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Working Different Industries B2B
- Hair, Massage, Tattoo
- Fire Stations
- Food Chains
- Fill out worksheet
- Listen to audio Indirect Cost
- Read over material
- Role play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
WEDNESDAY- Listen to morning call @ 8am CST (848) 222-2470
- Listen to audio Qualifying Callbacks & Setting Appointments
- Fill out continual education Feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Working different industries B2B
- Farmers
- Contractors
- Churches
- Fill out worksheet
- Listen to audio Buying Atmosphere
- Read over Material
- Role Play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
THURSDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to Day Intro Part I
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Working different Industries B2B
- Chain retail Businesses
- Car Dealerships
- Banks
- Fill out worksheet
- Listen to audio Transition to close
- Read over Material
- Role Play 3 Times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Call Trainer after work to discuss day
- What went well?
- What went bad?
- 1 Lesson of the day?
FRIDAY- Join the morning team call @ 9:00 CST link will be in the team voxer. Be field ready and have your camera on.
- Listen to audio Intro Part II
- Fill out Continual education feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Working different industries B2B
- Auto Repair
- Assisted Living
- Fill out worksheet
- Enter Daily Stats on Legacy Stat Site after last business
- Listen to audio Rebuttals
- Listen
- Read over Material
- Role Play 3 Times
- Write out 1 Time (Send picture of writing to trainer in QA Voxer Chat)
- Call Trainer after work to discuss day
- What went well?
- What went bad?
- 1 Lesson of the day?
- Listen to Everyday Enrollments episode
WEEKEND PREP- Listen to audio Buying Atmosphere
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Fill out the Back to Basics Checklist
- Pick 2 areas to work on for the following week
- Daily goal cards
- Nightly goal sheet (Daily training tool)
- Listen to audio Solidify the sale
- Listen to audio Breaking Belief Barriers
- Fill out Weekly reflections send to support chat line in voxer
- Plan Start / Stop time on stats site for the next week.
Week 3
MONDAY MORNING- Listen to Morning Call @ 8am CST (848) 222-2470
- Listen to audio Go For No
- Fill out Continual education Feedback page (Send photo to Voxer Support Line)
- Enter Daily Stats on Legacy Stat Site after last business
- Listen to audio Approaches
- Read over material
- Role play 3 time
- Write out once (Send picture of writing to trainer in QA Voxer Chat)
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
TUESDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to audio Gamify the No’s
- Fill out Continual education feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Indirect Cost
- Read over material
- Role play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
WEDNESDAY- Listen to morning call @ 8am CST (848) 222-2470
- Listen to audio of your choice
- Fill out continual education Feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Buying Atmosphere
- Read over Material
- Role Play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
THURSDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to audio of your choice
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Transition to close
- Read over Material
- Role Play 3 Times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Call Trainer after work to discuss day
- What went well?
- What went bad?
- 1 Lesson of the day?
FRIDAY- Join the morning team call @ 9:00 CST link will be in the team voxer. Be field ready and have your camera on.
- Listen to audio of your choice
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Listen to audio Rebuttals
- Read over Material
- Role Play 3 Times
- Write out 1 Time (Send picture of writing to trainer in QA Voxer Chat)
- Call Trainer after work to discuss day
- What went well?
- What went bad?
- 1 Lesson of the day?
- Listen to audio Everybody Has a Need
WEEKEND PREP- Listen to one of the full demo recordings on the Team Resources linktree
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Fill out the Back to Basics Checklist
- Pick 2 areas to work on for the following week
- Daily goal cards
- Nightly goal sheet (Daily training tool)
- Fill out Weekly reflections send to support chat line in voxer
- Plan Start / Stop time on stats site for the next week.
Week 4
MONDAY- Listen to Morning Call @ 8am CST (848) 222-2470
- Listen to audio A Heart to Serve
- Fill out Continual education Feedback page (Send photo to Voxer Support Line)
- Enter Daily Stats on Legacy Stat Site after last business
- Listen to audio Approaches
- Read over material
- Role play 3 time
- Write out once (Send picture of writing to trainer in QA Voxer Chat)
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
TUESDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to audio of your choice
- Fill out Continual education feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Indirect Cost
- Read over material
- Role play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
WEDNESDAY- Listen to morning call @ 8am CST (848) 222-2470
- Listen to audio of your choice
- Fill out continual education Feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Buying Atmosphere
- Read over Material
- Role Play 3 times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
THURSDAY- Listen to morning call @ 8am CST (848) 999-1090
- Listen to audio of your choice
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Listen to audio Transition to close
- Read over Material
- Role Play 3 Times
- Write out 1 time (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Discuss with your Trainer after work.
- What went well?
- What went bad?
- 1 Lesson of the day?
FRIDAY- Join the morning team call @ 9:00 CST link will be in the team voxer. Be field ready and have your camera on.
- Listen to audio Hung By The Tongue
- Fill out Continual education feedback page (Send picture of writing to trainer in QA Voxer Chat)
- Enter Daily Stats on Legacy Stat Site after last business
- Listen to audio Rebuttals
- Read over Material
- Role Play 3 Times
- Write out 1 Time (Send picture of writing to trainer in QA Voxer Chat)
- Call Trainer after work to discuss day
- What went well?
- What went bad?
- 1 Lesson of the day?
- Listen to audio Everybody Has a Need
WEEKEND PREP- Listen to one of the full demo recordings on the Team Resources linktree
- Listen to Gold standard 2.0
- Fill out continual Education Feedback Page (Send picture of writing to trainer in QA Voxer Chat)
- Fill out the Back to Basics Checklist
- Pick 2 areas to work on for the following week
- Daily goal cards
- Listen to audio Getting Technical
- Nightly goal sheet (Daily training tool)
- Fill out Weekly reflections send to support chat line in voxer
- Plan Start / Stop time on stats site for the next week.
Elevators Podcast Audios
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