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Your Roadmap

From First Login to First Win

Phase 1: Get In

You're In! Let's Go

Phase 2: Make It Yours

Look Polished from Day One

Step 1: Connect Your Inbox

Step 2: Put Your Name on It

Step 3: Sync Your Calendar

Step 4: Check Your Go-To Emails

Step 5: Preview Your Documents

Step 6: Know What You're Selling

Phase 3: Build Your Client List

Set Up Your Clients

Phase 4: Start Selling

Win Your First Booking

Send Proposals That Win

Contracts, BEOs and E-Signatures

Your Weekly Check-In

Practice Run: Book a Test Client

Optional: Bill Your Clients

Bonus: Your AI Sales Coordinator

Let AI Do the Legwork

You're Ready

What's Next for You

Test Yourself

Quiz: Get In

Quiz: Make It Yours

Quiz: Build Your Client List

Quiz: Send Proposals That Win

Quiz: Your AI Sales Coordinator

Tell Us How It Went

How Did We Do?

Welcome to the "Event Temple Sales Manager 30-Day Onboarding Map," your comprehensive guide to mastering Event Temple and accelerating your sales performance. Designed specifically for Sales Managers, this intensive 30-day onboarding program will transform the way you manage leads, proposals, and client relationships.

Four quick phases take you from first login to your first signed contract. Short lessons, hands-on practice and real wins from week one.

$ (USD)

Your fast track to selling in Event Temple. Learn the platform, set up your clients, build winning proposals and close more groups, meetings and events.

Sales Manager Onboarding | Event Temple

Your First Win Starts Here

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            <p>Stepping into the role of a Sales Manager requires a clear understanding of the tools and workflows that drive daily success. The Event Temple Sales Manager 30-Day Onboarding Map is meticulously designed to provide a structured, comprehensive pathway to mastering the platform. This program serves as your strategic guide over the next month, starting with a high-level overview of the core flow to give you a solid foundational understanding of the system's capabilities. From there, it transitions directly into the practical, hands-on phases of your onboarding journey, beginning with your initial login and system orientation.</p>

<p>As you progress through this structured map, you will move systematically through four critical phases tailored specifically for your role. You will learn how to properly set yourself up within the platform, organize and manage your client profiles, and seamlessly transition into active selling. The curriculum dives deep into the specific proposals and documents a Sales Manager needs to close deals efficiently, while also introducing the cutting-edge AI Sales Co flow to optimize your daily operations. To reinforce your knowledge, interactive quizzes are embedded after each major phase, ensuring you are fully prepared to take the next steps in your career and provide valuable feedback on your onboarding experience.</p>
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