The door-to-door rep onboarding checklist

1. 01

   Collect the rep's details once, and check them

   Every rep gets their own dealer code, network ID and company email, and they have to be typed in exactly. One wrong character can stop setup cold.

2. 02

   Ask for a headshot

   You will need it for the ID badge. Ask now so it is not the thing holding up a rep later.

3. 03

   Decide who pays for the security key

   New reps sign in with a YubiKey. RCLX reps buy their own YubiKey 5C NFC. Whatever you decide, tell the rep before they need it.

4. 04

   Name who handles the rep in each stretch

   Someone checks in during training, and someone passes the pitch and takes the rep into the field. At RCLX those are a pre-field training lead and the manager. How that split works.

5. 05

   Have the training ready to send

   If the training is not ready on day one, the days spent waiting on setup become dead days.

1. 01

   Give the training login right away

   A new RCLX rep gets their training login on day one, usually before CLEAR is done. What that first week looks like.

2. 02

   Start the CLEAR identity check

   Nothing else moves until it is done. Tell the rep to take the selfie without glasses or a hat.

3. 03

   Show the chain, then hand out one step at a time

   A rep should know what is coming, but no one reads six PDFs at once. Give each step when it comes due, not all on day one.

4. 04

   Give one place to ask for help

   Point help to a role, like "call your manager," not to one person's name. A growing team will not always have the same manager.

1. 01

   Track each rep's setup stage

   Know who has made no progress, who is done with CLEAR and waiting, who has a dealer code, and whose logins work. A group text tells you who replied, not who is set up.

2. 02

   Set the right wait for credentials

   After CLEAR clears, credentials take a couple of business days, with a temporary pass for the first sign-in. Telling reps this up front saves a round of "did mine come yet."

3. 03

   Walk every rep through the YubiKey, step by step

   T-Mobile closed the authenticator-app path for new setups in 2026. At RCLX, no new rep got through key setup without texting for help until it became a walkthrough with one step per screen. How RCLX did it.

4. 04

   Match your steps to the printed guide

   If your walkthrough numbers match the setup guide, a rep on the phone with support can say exactly which step they are on.

5. 05

   Set up the order and field tools

   Order entry on the phone and SalesRabbit for the doors each have their own sign-in. Check both work before the first door.

6. 06

   Make "stuck" easy to say

   Some reps stuck at night text you late. Most wait, or stop trying and do not say so. Give them a way to flag the exact step, and call those reps first.

7. 07

   Keep training going the whole time

   Waiting on T-Mobile's systems is the best time to learn the pitch. Do not let a rep sit idle until credentials land.

1. 01

   Teach the whole pitch in order, not only the parts

   When RCLX called new reps, most had the opener and the objections. Few could carry a whole pitch at a real door. What RCLX found.

2. 02

   Teach why the pitch works

   RCLX saw that the reps who did best learned why the pitch works and how each part leads to the next, not only the lines.

3. 03

   Train from real doors

   Practice built from real conversations is harder to game than hand-written quizzes, where reps can pass by spotting patterns.

4. 04

   Have reps say lines out loud

   Picking the right line from a list is easy. Saying it first is what a real door asks for.

5. 05

   Cover the hard doors

   Practice warm doors, the homeowner who is not the decider, the 5G box, cable TV, and pushback.

6. 06

   Start each rep where they are

   A brand-new rep, a door-to-door rep new to fiber, and a rep who has sold fiber need different starting points.

7. 07

   Train in Spanish if your reps learn best in it

   RCLX hires reps in the Rio Grande Valley, where many reps learn best in Spanish.

8. 08

   Leave prices out of training

   Plan prices and promotions change. Teach the pitch and the plans, and have reps get today's price from their manager.

9. 09

   Watch real time on task

   A rep stuck on a setup screen and a rep who went quiet can look the same in a thread. Track what each rep actually did and when. The numbers RCLX's board shows.

1. 01

   Check the work before you give up an evening

   Hear a pitch once the rep has finished the training and the practice doors, so you are checking the pitch, not teaching it.

2. 02

   Hear the whole pitch, opener to close, live

   Play a tough customer. A rep is not done until their manager hears it.

3. 03

   Only the manager can pass a rep

   RCLX once used a shared code for the final pass, and any rep could find it. Now only the rep's own manager can mark it passed. The jobs that stayed with the manager.

4. 04

   Fix shared weak spots in the training

   If every new rep needs the same fix, the fix belongs in the training, not on the phone. Save coaching calls for what is special to that rep.

1. 01

   Confirm both gates are met

   Credentials have landed and the logins work, and the pitch is passed. At RCLX, a rep is handed off only after both.

2. 02

   Give turf and targets

   This stays with the manager. The rep now knows the person who sends them out has heard their whole pitch.

3. 03

   Give today's prices and promotions

   Training left them out on purpose, so the rep needs the current ones from you before the first door.

4. 04

   Remind them the dealer code goes on every order

   The dealer code has to show on every order, so the sale is credited to the rep.

1. 01

   Check the first orders

   Look at the first few orders for the rep's dealer code and a clean order flow. A mistake caught on day one costs less than one caught at payday.

2. 02

   Look for reps who go quiet

   Silence is the easiest thing to miss in a busy thread. Sort by who you heard from last, and call the quiet ones first.

3. 03

   Coach the rep, not the class

   With the shared fixes already in training, a coaching call can be about that one rep.

4. 04

   Leave the door open for a second run

   Some reps go quiet and come back. Decide whether they pick up where they left off or start over.

5. 05

   Feed what you learn back into training

   Where reps stop, which lines they miss, and what they ask about all point to the next fix for the next class.

• Stages 1 to 3Getting new reps through T-Mobile Fiber setupThe dealer code, CLEAR, credentials and the YubiKey, one step per screen.
• Stages 4 and 5Turning filmed doors into practiceTraining from real doors, and a live pitch only the manager can pass.
• Stages 3, 4 and 7Managing a class of new reps from one boardWho is moving, who is stuck, and who went quiet.
• Every stageThe onboarding jobs the manager stopped doingTwelve jobs, where each one went, and what stayed.
• The rep's sideWhat a new rep getsThe first week, from the rep's side.

Keep reading

• GuideHow to onboard door-to-door sales repsThe reasoning behind each stage of this checklist.
• GuideHow to tell which new reps will work outWhat to watch during training.
• EspañolLista de incorporación de vendedoresEsta lista, en español.