Account Executive Training Log

Purpose:

Orientation of an Account Executive. Use the log below to click on links for training in coordination with a printed copy. Initial and date areas of training upon completion.

Video:

**DENISE TO MAKE WELCOME VIDEO

Measurement:

100% of all items on the list signed off within 4 weeks of hire
This process is printed, signed-off and included in the new employee's HR file

Process:

Role	Name	Initials
New Hire
Administrator
AE Mentor
Others

The trainer should walk through each item below. As the trainer completes each step, they will complete the check list and store along with the rest of the employee records. If you have questions, please contact the Director of Sales Training and Development

Recover Care at Home Orientation	Trainer	Est Time	Date Completed	Employee Initials	Trainer Initials
Complete **General Orientation Training Log	Administrator	3 Hours
Recover Health Service Offerings Medicare 101 Home Health Care Therapy Partnership Overview	AE Mentor	1 Hour
Recover Care at Home Service Offerings	AE Mentor	30 Minutes
Recover Care Communities Training	AE Mentor	30 Minutes

Technology/System Training	Trainer	Est Time	Date Completed	Employee Initials	Trainer Initials
ClearCare (CC) Look Up Client Client Contact Information Access Client Documentation Access Client Contacts Look Up Caregivers Contact Information Caregiver Notes View Client Schedules	Clinical Manager	1 Hour
Zoho CRM Adding a Lead in Zoho CRM Adding a Contact in Zoho CRM Adding an Account in Zoho CRM Entering a Sales Activity in Zoho CRM Changing Referral Status in Zoho CRM Zoho CRM Reporting	AE Mentor	3 Hours
Point Click Care (PCC) Look up a Client Contact Information Clinical Notes Identifying Referral Sources Point Click Care Reports : PCC Reports Tutorial Report 1: Referral Source Statistics Report 2: Patient Referrals	AE Mentor	1 Hour
Paylocity Submitting Mileage Recruitment Process Access Benefit Information Review Pay Stubs Request Time Off "Community" Tab	Team Coordinator	1 Hour

Meetings	Trainer	Est Time	Date Completed	Employee Initials	Trainer Initials
Daily Stand-Up	Administrator	30 Minutes
Weekly Branch L10	Administrator	1.5 Hours
Weekly Management Meeting	Administrator	1 Hour
Weekly Recover Health/Recover Care at Home Sales Meeting	AE Mentor	30 Minutes
Weekly Account Executive 1:1	AE Mentor	30 Minutes
Monthly Sales Meeting	AE Mentor	1 Hour
Monthly Sales Messaging Meeting	AE Mentor	30 Minutes

Role Specific Orientation	Trainer	Est Time	Date Completed	Employee Initials	Trainer Initials
Sales Core Process	AE Mentor	1 Day
Account Executive Compensation Plan	AE Mentor	10 Minutes
Account Review & History	Administrator/AE Mentor	2 Hours
Review Target Market	Administrator/AE Mentor	30 Minutes
Quarterly Growth Plan Training	Administrator/AE Mentor	1 Hour
Marketing Request	AE Mentor	10 Minutes
Client Consultation Shadow	Administrator/AE Mentor	1 Hour
QAPI Participation	Administrator
Review Expense Reporting	Administrator
Storefront Ordering	AE Mentor
Account Executive Core Recruiting Process	AE Mentor

Programs	Trainer	Est Time	Date Completed	Employee Initials	Trainer Initials
Alzheimer's/Dementia Program Stop and Watch Client Family Room The Recover Care Difference	Administrator	1 hour

Other Role Training	Trainer	Est Time	Date Completed	Employee Initials	Trainer Initials
Intake Shadow Taking a Referral Scheduling a Consultation	Clinical Manager	2 Hours
Clinical Manager Shadow State Home Care License Assessment Time Points (14, 90, Annual) Service Plan Training	Clinical Manager	2 Hours
Start of Care (SOC) Shadow	RN Case Manager	2 Hours
Attend HHA Meeting	Clinical Manager	1 Hour
Attend RN Meeting	Clinical Manager	1 Hour

Graduation	Trainer	Est Time	Date Completed	Employee Initials	Trainer Initials
Print, fill in the name, and sign the following certificate: RC AE Certificate of Training Completion Announce Completion at next Stand-Up	Administrator	10 Minutes

Account Executive Training Log

Purpose:

Video:

Process:

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