New Team Member Guide

Welcome to Montgomery Services

Your comprehensive onboarding guide to getting started, building skills, and succeeding in your new role. We're excited to have you join our team!

12 Weeks

Full Onboarding Program

1:1

Dedicated Mentor

100%

Training Provided

24/7

Support Available

Your Onboarding Journey

A structured 12-week program designed to set you up for success

Week 1

Welcome & Orientation

  • Welcome meeting with leadership team
  • Company culture and values introduction
  • Office tour and workspace setup
  • IT and systems access configuration
  • Team introductions and networking
  • Initial role overview and expectations
Week 2-3

Core Training

  • Product and service deep-dive training
  • Compliance and regulatory requirements
  • Sales techniques and best practices
  • Customer relationship management (CRM) training
  • Marketing and lead generation strategies
  • Role-specific skill development
Week 4-6

Mentorship & Shadowing

  • Assigned mentor for 1-on-1 guidance
  • Shadow experienced team members
  • Observe client interactions and calls
  • Participate in team meetings and training
  • Start building your client base
  • Weekly check-ins with mentor
Week 7-12

Independence & Growth

  • Take on your own client portfolio
  • Lead your first transactions/projects
  • Ongoing support and coaching
  • Performance tracking and feedback
  • Professional development opportunities
  • 60-day performance review

Training & Resources

Comprehensive tools and materials to support your learning and growth

Learning Management System

Access comprehensive online courses, videos, and documentation at your own pace

Live Training Sessions

Attend weekly group training sessions covering industry trends and best practices

Mentorship Program

One-on-one guidance from experienced professionals in your role

Performance Dashboards

Track your progress, goals, and performance metrics in real-time

Scheduled Workshops

Monthly workshops on advanced topics and professional development

Resource Library

Access templates, scripts, tools, and resources for your daily work

Support Systems

We're here to help you succeed every step of the way

Dedicated Mentor

Your assigned mentor provides personalized guidance and support throughout your journey

Team Support

Collaborative team environment where everyone helps each other succeed

Management Coaching

Regular check-ins with your manager to discuss progress and address challenges

Peer Learning Groups

Connect with other new team members and share experiences and strategies

Career Development

Clear pathways for advancement and professional growth within the organization

24/7 Support

Access to support resources and emergency assistance when needed

Our Expectations

To make the most of your onboarding experience and set yourself up for long-term success, we ask that you:

Commitment to continuous learning and professional development

Active participation in all training and onboarding activities

Open communication with your mentor and manager

Adherence to company policies and ethical standards

Professional and courteous interaction with colleagues and clients

Willingness to ask questions and seek clarification

Dedication to achieving your role-specific goals

Contribution to a positive team culture

Remember: We're investing in your success. Our team is committed to providing you with the training, resources, and support you need to excel in your role. Don't hesitate to ask questions or reach out for help.

Quick Links

Important resources and information for new team members

Schedule

View your training schedule and important dates

Learning Hub

Access training materials and courses

Meet Your Mentor

Connect with your assigned mentor

Support

Get help and ask questions anytime