Westrom Group · Internal Use Only← KPI Tracker

Training Checklist

New hire onboarding path — check off tasks as completed

Overall Progress
0 / 23 tasks · 0%
Week 1: 0/6
Week 2: 0/5
Week 3: 0/5
Week 4: 0/4
Ongoing Development: 0/3
Read the BDM Job Profile & DISC Guide
Week 1

Understand the role expectations, DISC profile, motivators, and what this job is and is not.

→ Job Profile & DISC tab
Read the Master Sales Playbook (all 8 stages)
Week 1

First full read-through. Don't memorize — understand the flow and philosophy.

→ Sales Playbook tab
Set up LeadSimple access and log in
Week 1

Get credentials, tour the platform, understand how leads flow in.

Set up Propertyware Owner Portal access
Week 1

Understand what owners see so you can speak to it on calls.

Review Westrom Group website
Week 1

Know the brand, the messaging, the guarantees, and the pricing page.

→ westromgroup.com
Review the Compensation Calculator
Week 1

Understand your tier structure, door minimums, and bonus math.

→ Comp Calculator tab
Study the Objection Library (all categories)
Week 2

Read every objection and response. Highlight the 10 you expect to hear most.

→ Objection Library tab
Memorize the 5 Owner Types
Week 2

Accidental Landlord, Intentional Investor, Burned Owner, DIY Investor, Out-of-State Owner. Know how to spot and adapt to each.

→ Sales Playbook tab
Review Westrom's guarantees and differentiators
Week 2

12-month lease guarantee, eviction protection, squatter protection, pet guarantee, no-contract flexibility. Know these cold.

Shadow Jon or Tina on 2 live discovery calls
Week 2

Listen only. Take notes on tone, pacing, and how objections are handled.

Run a mock discovery call with Jon or Tina
Week 2

Full 8-stage walkthrough. Get feedback on opener, questions, and close.

Handle first inbound lead independently
Week 3

Log in LeadSimple. Respond within 30 minutes. Use the playbook framework.

Run first solo discovery call
Week 3

Full call, all 8 stages. Debrief with Jon or Tina within 24 hours.

Send first post-call follow-up package
Week 3

Sample management agreement, lease, resident handbook, inspection report, market analysis.

Review Westrom Google reviews (all 400+)
Week 3

Know what owners and tenants say about us. Use this in calls.

Categorize your first 5 leads (Working vs. Slow Burn)
Week 3

Practice the LeadSimple pipeline categorization system.

Run 3 discovery calls independently
Week 4

No shadowing. Debrief each one. Track conversion rate.

Complete first onsite property consultation
Week 4

Walk the property, present rent range, walk through Westrom's process, ask for the business.

Close first management agreement
Week 4

Milestone. Celebrate it. Execute clean handoff to operations.

Weekly pipeline review with Jon
Week 4

Review all active leads, discuss strategy, identify stuck leads.

Weekly activity log review
Ongoing Development

Review calls, emails, meetings, proposals, and closed deals against targets.

→ KPI Tracker
Monthly playbook review and update
Ongoing Development

What's working? What objections are you hearing that aren't in the library? Update accordingly.

Quarterly comp review with Jon
Ongoing Development

Review door volume, tier performance, and compensation trajectory.

→ Comp Calculator tab