This SOP will walk you through everything you need to know before taking live calls. Follow each step in order — watch the videos, open the tools, and by the end you'll be fully prepped for training.

Before you move on, make sure you can log in to both systems below. If you don't have access to either one, text Jay.

This is the dashboard you'll use every day to see your lead queue and make calls. Keep it open whenever you're on the phone.

This is your script and objection-handling reference. Keep it open during every call — the best ISAs never fly blind.

Once a lead agrees, here's exactly how you get them booked onto the calendar so nothing falls through the cracks.

Nice work — you've completed onboarding. You're ready for training and your first live calls.