📅 DAY 1–7 CALLER TRAINING PLAN

Industry: Drilling Rigs | Compressors | Airends | Engines

🟢 DAY 1 – Company & Product Foundation

Goal: Understand what we sell and who we sell to

Training Topics

• Company overview & markets (India, Africa, Gulf)

• Product categories:

  • Drilling Rigs (types & depth)

  • Compressors (Bar & CFM basics)

  • Airends vs Compressors

  • Engines (Cummins NTA 855)

  • Accessories

Practical Exercise

• Match product → customer type

• Learn basic terms: Bar, CFM, Airend, DTH

✅ Outcome: Caller can explain products in simple words
❌ No calling today

🟡 DAY 2 – Call Flow & Communication Skills

Goal: Learn how to speak, not what to sell

Training Topics

• Call opening & tone

• How to ask questions

• How to listen actively

• How to control the call

Practice

• Read call scripts aloud

• Role-play (Trainer = Customer)

• Learn polite interruption techniques

Test

• Trainer asks random objections

• Caller responds calmly

✅ Outcome: Caller sounds confident
📞 No live calls yet

🔵 DAY 3 – Product-wise Call Handling

Goal: Ask correct questions per product

Training Topics

• Drilling Rig script

• Compressor script

• Airend script

• Engine script

• Accessories script

Practice

• 5 mock calls per product

• Trainer checks:

  • Question order

  • Clarity

  • Confidence

Mini Test

• Trainer gives scenario

• Caller identifies product & questions

✅ Outcome: Caller can identify requirement correctly

🟣 DAY 4 – CRM Training (WPSCRM / Perfex)

Goal: Accurate CRM usage

Training Topics

• Lead creation

• Lead statuses

• Custom fields

• Call notes format

• Follow-up task creation

Practice

• Create dummy leads

• Move leads through pipeline

• Add WhatsApp notes

🚫 No CRM update = Failed Day

✅ Outcome: Caller is CRM-ready

🟠 DAY 5 – Assisted Live Calls

Goal: Real calls with supervision

Activity

• Caller listens to senior agent calls

• Caller makes 5–10 assisted calls

• Trainer listens silently

Feedback

• What went well

• What to improve

• Call duration review

✅ Outcome: Caller gains real confidence
📊 No pressure on conversion

🔴 DAY 6 – Independent Calling + Follow-ups

Goal: Build speed and consistency

Activity

• 15–20 independent calls

• WhatsApp follow-ups sent

• CRM updated after every call

Focus

• Correct qualification

• Proper pipeline movement

• Professional closing

📈 KPIs Introduced

• Calls made

• Leads qualified

• Follow-ups scheduled

✅ Outcome: Caller operates independently

🟢 DAY 7 – Evaluation & Certification

Goal: Approve caller for full production

Evaluation Checklist

• Product knowledge ✔

• Call confidence ✔

• CRM accuracy ✔

• Follow-up discipline ✔

Final Test

• 2 random live calls

• CRM audit

• Objection handling test

🎓 Certified as Active Sales Caller

📊 WEEK 1 PERFORMANCE TARGET (REALISTIC)

❗ TRAINER GOLDEN RULES

• Correct mistakes immediately

• Never embarrass caller

• Focus on clarity, not pressure

• Quality > Quantity (Week 1)

🚀 After Day 7 (Next Phase)

• Week 2: Conversion & negotiation

• Week 3: Objection handling

• Week 4: High-ticket deal handling