Get operational fast.
Execute fast.
Get paid fast.
The Day 1 deployment hub for new TDA agents. Complete these core setup gates with your manager to lock in your systems, pull your leads, and start outbound activity today.
Step 1: Get Connected
Complete these initial connection items with your manager during the first few minutes of your launch meeting. All systems must be verified functional before proceeding.
System Authorization & Identity
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Set up your TDA Email Create your new profile using our standard configuration:
[FirstInitial][LastName].tda@gmail.com -
Log into Monday CRM Accept the workspace invite from your manager. Verify you can access the main Lead Board and see your initial assigned batch of leads.
Execution Blueprint
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Print & Sign Your Action Plan Generate a physical hardcopy of your target blueprint. Sign it, commit to it, and keep it visibly positioned on your desk space.
Step 2: Lock In Your Revenue & Activity Agreement
Before your first dial block, your activity targets must be calculated, printed, and signed. We do not guess production metrics or freelance work schedules at TDA. This gate ties your personal income goals directly to the daily trackable metrics required to hit them.
1. The Income & Ratio Matrix
Input your individual revenue goals into the TDA Coach model. Based on proven agency performance metrics, the calculator backward-engineers your target income to define exactly how many raw dials, live conversations, and presentations you must execute every single day to stay on track.
2. The 5x5 Capacity & Coaching Commitment
Your required daily active lead volume is determined directly by this calculator to ensure you maintain our strict 5 touches in 5 days pipeline velocity sprint without data stagnation. Once established, you will print out your custom Action Plan, sign it live, and position it on your desk space to serve as your master performance coaching agreement.
Step 3: Secure Your Scripts
Mastery of language removes guesswork so you can focus completely on your confidence and vocal tonality. Freelancing standard scripts is a direct failure point.
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Script Verification Gate Verify that you have the physical, hardcopy printed script booklet directly in your possession right now, or ensure the digital asset script path is open and bookmarked on your active browser tab.
Step 4: Build Your Master List
Do not overthink it, do not filter, and do not try to qualify these contacts. It does not matter if they are personal B2C connections or local business owners—your only job today is to write down 100 names to populate your master sheet.
Memory Jogger Categories
- Personal Network: Direct family members, friends, and neighbors.
- Past Careers & Work: Former co-workers, old managers, corporate vendors, and past clients.
- Local Business Owners: Business owners you personally buy from or source services through.
- Digital Circles: High school acquaintances, college contacts, and social connections.
Personal Referral Script (For Individuals)
Booking Window Rule: Never schedule an exact appointment time. Give yourself at least a one-hour window (e.g., 2–3 PM) so your outbound dialing schedule stays flexible.
Professional Operating Rules
TDA runs on unified production standards. Execution issues are almost always an alignment problem, never a training problem.
Calendar Discipline
- Your schedule is governed entirely by your Hard Calendar. If it is not on your calendar, it doesn't get worked.
- Execution blocks are completely protected time: call blocks are for calling only, and field blocks are for field deployment only.
- No administrative catch-up work, no multitasking, and no drifting during live activity windows.
CRM System Discipline
- Movement only counts if it is visible. If an action or phone call isn't updated in Monday CRM daily, it never happened.
- Every single lead record must close with a definitive, concrete next action step and an assigned calendar follow-up date.
Reporting Discipline
- You are required to formally report your production metrics at the close of every single business day.
- Do not send casual text summaries or phone screenshots to your manager. You must use the standardized activity reporting form exclusively.
Coachability & Communication
- Talk to your manager every single day. Your leadership team can only support and solve problems they can actively see through your logged data.
- Be persistent, show natural confidence, and implement tactical coaching adjustments instantly without over-analyzing the feedback.
Weekly Production Schedule
Your calendar structure is the baseline for consistent income results. Lock in these primary activity commitments.
Team Meeting & Operational Alignment
Functional Call Labs & Pipeline Loading
Outbound Phone Calls
Field Prospecting Drops
Run Scheduled Meetings
Outbound Phone Calls
Field Prospecting Drops
Run Scheduled Meetings
Outbound Phone Calls
Field Prospecting Drops
Run Scheduled Meetings
Outbound Phone Calls & Group Dial Blocks
Weekly Production Activity Close out
First 7 Days Milestones
TDA agents start field prospecting and active outbound dialing on day one. Here is your operational timeline for week one.
Day 1: Launch & Action
- System access functional, CRM invite accepted, and initial leads assigned.
- Action Plan completely filled out, printed, and signed on your desk.
- 100-name Master List fully built out using your personal network and local businesses.
- Printed script packet in hand and first live outbound calling activity initiated.
Days 2–4: Full Production Flow
- Run the complete structural Hard Calendar routine alongside the rest of the agency.
- Launch daily voice-activated AI Roleplay Training on your mobile device to sharpen appointment setting skills live.
- Log every interaction daily in Monday CRM and submit your daily metrics reports exactly on time.
Days 5–7: Sales Placement
- Shadow senior producers in the field and observe a minimum of 3 live sales presentations.
- Book and run your own independent presentations directly onto your calendar blocks.
- Review baseline calling results with your manager to clean up script hitches immediately.
Operational Resource Hub
Direct access links out to the core pages inside your internal team sales hub site environment.