The Essentials: Day 1

Everything you need on your first day. You are joining the sales team built by Rebecca Zung, 25-year trial lawyer, top 1 percent attorney, TEDx speaker, selling the world’s first patented AI-powered strategic leverage platform.

Day 1, hour by hour

Systems setup and login verification. GHL, Slack, Zoom, Fathom, GSuite. Confirm all five before anything else.
Team introduction and manager check-in. Meet the team, connect with Dennis on Slack.
Required reading: Company Knowledge Base + Product Intelligence. Understand the company and every product before you dial.
Required reading: Avatars, Personas and the CASE Method. Non-negotiable.
Break.
First dial block (observed). 15-20 calls with a manager or senior rep listening. Focus on positioning and discovery, not closing.
Lunch.
Debrief morning calls with manager. What worked, what didn’t, adjustments for the afternoon.
Second dial block (observed). 15-20 more calls. Apply the debrief.
Break.
Review Voice Rules and Objection Handling. After hearing real objections, the positioning language lands differently.
End of day debrief with manager. Day 1 recap, tomorrow’s focus.
GHL cleanup and EOD report. Log all calls, update dispositions, post the EOD report to Slack #end-of-day-reports by 7PM Pacific.

The five systems

System	Purpose
GoHighLevel	Your CRM. Every lead, call, pipeline and note lives here.
Slack	Internal comms. Stay in #sales-floor and #end-of-day-reports.
Zoom	Video calls with prospects. Keep the background clean and approved.
Fathom	AI call recording. Auto-records and summarizes every call.
GSuite	Email, Calendar, Drive on the Rebecca Zung domain.

Day 1 checklist

Log into all systems (GHL, Slack, Zoom, Fathom, GSuite).
Join Slack channels: #sales-floor, #end-of-day-reports, #announcements.
Review your assigned pipeline in GHL.
Read Company Knowledge Base and Product Intelligence.
Learn the three avatars and five personas.
Understand the CASE Method framework.
Review Voice Rules: what to say and what never to say.
Try the AI Coach: ask it anything about products, process or positioning.

First calls: what to expect

You’ll be observed. Manager or senior rep on every call. It is coaching, not surveillance. Lean into it.
Lead with positioning, not product. “The situation isn’t moving because the approach isn’t creating leverage.” Start there.
Use the right language. Leverage, Strategy, Clarity, Control, Positioning. Never feel, support, journey, healing, empowerment.
Debrief after every call. Quick hit with your observer: what worked, what didn’t, one thing to try next.

Key contacts

Who	Role	For
Dennis van Lith	Sales Manager	Daily operations, questions, your go-to on the floor
Kayvon Kay	Head of Sales	Strategy, training, methodology
Danielle Moran	COO	Product and pricing questions
Tom Deweese	Coach	Coaching packages, client escalation

Troubleshooting

Can’t log into GHL or Slack: message or text Dennis immediately. Usually fixed in 10 minutes; do not lose your morning to a login.
Pipeline looks empty or wrong: check GHL filters and pipeline view first. Genuinely empty: flag in #sales-floor, Dennis reassigns leads in minutes.
Froze on a call: happens to everyone; that is why the observer is there. Debrief, note what threw you, dial the next number. Speed of recovery beats the stumble.
Prospect asked something you don’t know: “Great question, let me confirm that detail and get right back to you today.” Never guess. Get the answer from Dennis or Kayvon and call back.
Behind on the timeline: the timeline is a guide, not a performance metric. Tell Dennis; he adjusts. Never rush the required reading to catch up on dials.