Your first 30 days

The plan at a glance

Owners call back late, and shipping and review take time. Keep the order of the steps and move the dates as needed. Keep talking to new owners the whole time.

Days 1 to 3: set up

• Sign in to your portal. Open Documents and read your signed agreement.
• Copy your invite link from Share. Save it where you can paste it from your phone.
• Write down 20 to 30 owners you could call this week. Add each one to People with a next step. See building your list.
• Next to each owner, write the work their crews do. Check it on accepted tasks.
• Practice a two-minute explanation out loud. See the first conversation.
• Read the crew sheet and the building letter so you can answer questions about them.

Week 1: first conversations

Aim for about 10 conversations. Start with the owners who trust you most: they ask honest questions, and you get better at answering before you call people you know less well. Your first conversation has a five-minute outline and a sample call.

After each call, add a note in People and set a follow-up date. Today lists the follow-ups that are due.

Send your link, not the main website, so the company is recorded as yours. If an owner would rather not fill anything in, use the form in Share to send Colby their details yourself. They stay on your list with Colby's progress.

Week 2: your first yes

A yes means the owner left their number through your link and talked with Colby. Now help them get ready before the contract goes out:

• Ask where the crew would record. Each place needs a written OK from its owner or manager. Print the building letter for them.
• Ask who would record. Each person reads the crew sheet and agrees to be recorded.
• Send the owner the guides written for them: the paperwork, what you earn and your first two weeks.
• When the owner is ready, open the company in Companies or Contracts and press Request contract. Colby reviews the request and sends the company its contract.

If an owner goes quiet, follow up two or three days later with one question: what is holding them back? It might be the building's OK, the crew's comfort with a camera or wanting to read the contract first. Questions owners ask has answers.

Week 3: contract and phones

The company signs Colby's contract, a Master Services Agreement and an Order Form, through DocuSign. Colby signs first, then the owner. You don't sign it.

When Colby has signed and the contract waits on the owner, Today shows it. That is your cue to call and ask whether they have questions.

Then Colby sets up the phones and ships them. Each phone comes with a head strap, a battery pack and a cable. Before anyone records, Colby does a setup call with the owner to walk through the phones and the recording app.

On setup day, each recorder does the following. You don't run it, but knowing it helps you answer the owner's questions:

• Makes their own account in the recording app, with their own email and the company's invite code.
• Sets the phone in the clip, wears the strap at the top of the forehead and tips the phone down until both hands are in the middle of the picture.
• Records a short test and uploads it.
• Saves Colby's number and the camera kit guide on the phone.

Week 4: first shifts and first hours

Colby's ramp-up plan has a new company record about a third of its planned hours in its first week and about two-thirds in its second, then full pace. Recorders upload after each shift, and new hours show as in review before they are accepted or rejected.

Ask the owner how the first shifts went. Companies shows the hours each company recorded, and Earnings shows how many were accepted. The usual first notes are a strap that slips and hands out of view.

Day 30: look back

Count what happened and set your goals for the next 30 days:

• How many owners are on your list, and how many have a follow-up date?
• How many conversations did you have, and how many links did you send?
• How many companies asked for a contract, and how many signed?
• How many phones are recording, and what share of recorded hours was accepted?
• Which step stalled most often? Plan your next 30 days around fixing it.

From here, settle into a routine: see your week.

Questions

Read next

• Building your listKeep every owner you are working on in People in your portal, each with a status, a next step, a follow-up date and notes. Start with about 25 names, sort them by fit and warmth, and never leave anyone without a next step.
• Your first conversationFive minutes is enough: who you are, what Colby pays for, what the crew does and whether the work fits. Then send your link. The owner leaves a number, Colby calls, and there is nothing to sign that day.
• From yes to recordingThe path one company takes from an owner's yes to a crew recording on every shift: who does each step, where you help, and where you wait.
• Your weekFifteen minutes in Today every day, a longer review every Monday, and set time for new owners. Here is what to check, where it is in your portal, and what to do when something looks wrong.