Your Employee Onboarding Should Include Contact Scanning Training
Your new sales hire starts on Monday. Your onboarding covers the CRM, the product, the pitch, and the commission structure. Your training pack is thorough.
Your onboarding is missing one thing: how to capture contacts efficiently. Your new hire will attend their first event in two weeks. You need them ready.
Your new hire needs the app on day one
Your onboarding checklist should include setting up Business Card Scan alongside your CRM credentials, email signature, and laptop configuration.
Your new hire needs to practise scanning before their first client-facing event. Your training session should cover the scanning process, tagging conventions, and follow-up expectations.
Your team conventions need documenting
Your tagging system only works if everyone uses it consistently. Your new hire needs to know your conventions from day one.
- Your tag format for events — event name, date, location
- Your lead rating system — how you define hot, warm, and cold
- Your required fields — what must be captured before saving
- Your follow-up timeline — how quickly you expect first contact
- Your CRM field mapping — which fields are mandatory in your org
Your investment pays off immediately
Your trained hire captures leads from their very first event. Your CRM data is consistent because they followed your conventions. Your follow-up happens on time because they know the expectations.
Your 30-minute training session prevents months of messy data and missed leads. Your onboarding just got more valuable.