KimEcopak B2B Sales Onboarding
KimEcopak B2B Sales Internal — Confidential

Welcome to the team.
Your mission starts now.

Follow this day-by-day system. Use the right mindset, the right tools, and close your first deal within 30 days.

Day 7
Know the products cold
Day 14
Send real emails
Day 30
Close first deal
Day 90
Full independence
1
Day 1 — Set Up Your Workspace
Before you talk to a single customer, your systems must be ready. Complete all 5 tasks today.
Must complete on Day 1
Your 5 Day-1 Tasks
🎓
Task 1 — Learn Lark Must do first
Watch the Lark user guide video, then explore the platform. All your work, docs, and CRM live here.
📁
Task 2 — Create Your Personal Folder
Go to the Sales Team Folder. Create a subfolder named: YOUR NAME | B2B SALES. Duplicate the Meeting Notes template inside it.
📱
Task 3 — Set Up CRM-GO Tool
Your phone/call/chat system for leads. Laptop: open the link below. Mobile: download "Lead Connector" app. Watch the video to learn how to call and message.
📊
Task 4 — Open Master CRM & Explore
The CRM is our memory. If it is not in the CRM, it did not happen. Familiarise yourself today — you will update it every single day without exception.
▶️
Task 5 — Watch the Onboarding Video
Gives you the full picture before you dive into details. Watch this before reading anything else.
7
By Day 7 — Know the Products Cold
Read every resource. Shadow every email. Do NOT quote yet. Your job this week is to absorb and observe.
Week 1 — Read-only mode
Core Reading — Complete in This Order
🗺️
1. B2B Sales Roadmap Start here
The entire sales journey visualised — from first customer contact to post-sale relationship. Memorise the stages before anything else.
📦
2. Product Mindmap
All 5 product groups (PC, PB, CS, TW, SP), specs, MOQ logic, and pricing tiers. Know this before talking to any customer.
🧠
3. Jasmine's B2B Mindmap — The Core Brain
Sales mindset, products, pricing logic, objections, customer journey — everything you must know. This is the foundation of KimEcopak sales.
📧
4. Read 20+ Real Client Emails — Do NOT Reply
For each email, write down your answers: (1) What deal stage is this? (2) What is the customer's fear underneath their question? (3) What did the advisor do that a junior would NOT have done? (4) What was the clear next step at the end?
😰
5. Customer Pain Points by Industry
Know the customer's fear before they tell you. This is what separates advisors from order-takers.
📋 Day 7 Homework — Submit to your leader
  • Name all 5 product groups from memory — with standard MOQ for each.
  • Explain MOQ logic out loud to your leader: why does higher MOQ = lower price per unit?
  • State KimEcopak's full value proposition in 2 sentences. No notes allowed.
  • Submit written answers to the 4 email observation questions for 5 emails you read.
14
By Day 14 — Write Real Emails (Manager Approves First)
You begin drafting responses to real leads. Manager reviews before every single send. No exceptions.
Week 2 — Supervised sending
What You Do This Week
✍️
Write 3 Draft Email Responses Manager approves first
Use the Email Template library. Apply the 5-question filter before every draft. Send nothing without manager approval.
📞
Study the Call Script & Sit In on 1 Real Client Call
Listen only. Note the structure: how the advisor opens, handles objections, and always closes with a clear next step.
💰
Learn Master Quote System New Sales Only
You use Master Quote only — fixed pricing, no exceptions. Pricing Formula is unlocked by your manager after 3–6 months of proven performance.
📊
Begin Building Your CRM Pipeline
Input your first real leads. Before adding any lead, spend 5 minutes researching: website quality, social presence, email domain, business maturity, location.
📋 Day 14 Homework — Submit to your leader
  • 3 draft emails — include your written notes on what you changed after manager feedback and why.
  • Written observation from the client call: stages used, advisor moves, objections handled, next step stated.
  • 30-day action plan table: 4 rows (Week 1–4) × 4 columns: Week / Actions / KPIs / Deadline.
  • Competitor landscape table: at least 10 competitors with strengths, weaknesses, and what KimEcopak can learn.
30
By Day 30 — Close Your First Deal
Any value. One close. This proves the system works and your pipeline is real.
Target: 1 deal closed — any value
1
Deal closed (any value)
0
"I think" in any email
Daily
CRM updated
Non-Negotiable Rules by Day 30
1
CRM updated every day before you sign off. No exceptions.
2
Every email passes the 5-question filter before sending.
3
Zero "I think" or "I believe" in any client communication — ever.
4
Every question to a client includes: reason for asking + direction + next step.
5
If a mistake repeats twice — create your own checklist for it immediately.
🏆
The Day 30 Target
Close at least 1 deal — any value. The first close proves your mindset is right, your pipeline is real, and the system works. Everything after this is just scale.
📋 Day 30 Deliverables — Submit to your leader
  • Product USP mindmap: 4 branches — Features/specs, Customer types, USP vs competitors, Pain points & objections. Plus 3-bullet written summary.
  • Loom video walking through your competitor table + product mindmap (record yourself explaining both).
  • CRM screenshot — at least 10 active leads with updated stages and follow-up dates visible.
  • Proof of first close — invoice or order confirmation submitted to leader.
60
By Day 60 — Scale to $10K+ Deals
Pipeline is real. Go deeper, not wider. One $10K+ close proves you can operate at scale.
Target: $10,000+ deal closed
30+
Qualified leads in CRM
$10K+
At least 1 deal this size
Weekly
Monday priority review
Focus Areas
🔍
Apply 6-Sense Qualification to Every New Lead
Research before quoting every time: website quality, social presence, email domain, location, business size. High-potential = prioritise. Low-potential = handle efficiently, don't over-invest time.
📅
Monday Morning Lead Priority Ritual — Every Week
Rank all active leads by: deal value × closing probability. Top 5 get personalised attention. Leads past 3 emails with no response → close the loop gracefully and release. Never chase forever.
🏭
Shadow Manufacturer Communication on Real Orders
Learn how WhatsApp B2B groups are managed per order. Memorise the buffering rule: factory says 15 days → you tell client 21 days. Always add 30–40% buffer. If it arrives early, you're a hero.
💡 Level 1 Sales Game
Fewer deals, bigger value. Not wider — deeper. Clients who chose you for price will leave for price. Clients who chose you for value stay because switching costs more than any saving.
90
By Day 90 — Full Independence
You catch your own mistakes before your manager does. You can onboard the next new hire yourself.
Target: Monthly revenue KPI met
0
Email corrections by manager
Revenue KPI met
1+
Newer rep you mentor
You Are Ready When…
Manager catches zero email errors — you self-corrected first.
You can explain all 7 sales patterns to a new hire without notes.
Pipeline is self-managed — you run the Monday ritual without reminders.
You have closed at or above the monthly revenue KPI set by your manager.
You can onboard a newer rep on product knowledge independently.
🚀
The $100K/Month Path
Day 90 independence is the foundation. From here, every month compounds. Bigger leads, deeper relationships, higher close rates. The system does not change — your volume and confidence do.
🔗
All Tools & Resources
Every link you need. Bookmark this page. When in doubt — find it here first.
Learning & Strategy
Daily Sales Tools
Product Catalog
Training Videos
🧠
Mindset & Language — The Foundation
Skills without the right identity are incomplete. Read this every week until it is automatic.
The two identities — which one are you?
❌ Junior Rep — Do NOT Be This
Waits for customer to ask questions
Answers the question asked
Sends quotes when asked
Competes on price
Emails as much info as possible
Follows up to "check in"
✅ KimEcopak Advisor — Be This
Diagnoses what customer needs before they ask
Answers the FEAR behind the question
Guides customer toward the right solution
Competes on value — design, reliability, pricing
Leads with 1–2 key points. Every word earns its place.
Follows up with new value or a clear next step
Language — Replace These Permanently
❌ Never Say ✅ Say This Instead
I think… / I believe… Based on our experience with similar clients…
I hope you understand… At KimEcopak, our standard is…
Just checking in… [New value or information first] + clear question
Let me explain… / To clarify… We recommend… / Our approach is…
Just out of curiosity… For our reference, could you share…
Would you like us to? I will [action]. / We will [action].
On a scale of 1–10… [Never ask this — ever]
Hope that makes sense [Delete entirely from every email]
5-Question Filter — Before Every Single Email
1
Does this email answer the customer's FEAR — not just their question?
2
Is there information missing that they need to make a decision? Add it proactively.
3
Is everything in this email truly critical — or just nice to have? Remove nice-to-have.
4
Does every question include: reason for asking + direction + next step?
5
Is this email shorter than my previous draft? Cut at least one sentence.
💡 The Advisor Rule
Customers do not buy packaging because of specs or price. They buy it because packaging represents their future brand — how they want customers to see them. Your job is to connect their packaging to the identity they are building.