Relive Sales Policy

Client-First Approach

• Always act in your client’s best interest.

• Be honest, transparent, and professional in every interaction.

• Set clear expectations early (timelines, process, next steps, and what clients can expect from you).

Communication

Internal Communication (Team)

• Google Chat is our primary internal channel.

• Check it frequently and use it to stay aligned with your Sales Team Lead and the broader team.

Client Communication

• Respond to client inquiries within 24 hours.

Quick responses build trust, reduce drop-off, and signal reliability.

• If you can’t fully answer within 24 hours, send a short update acknowledging the message and when you’ll follow up.

Performance Standards

• After your first 60 days, we expect you to be closing at least 1 deal per month.

• If you’re not on track, your Sales Team Lead will work with you on a plan (pipeline review, activity targets, and support resources).

CRM Management (Required)

• Keep your pipeline updated and accurately staged.

• Assign tasks, clear overdue tasks, and schedule follow-ups.

• Add notes that help you personalize future conversations.

• Track outcomes and next steps for every lead.

Lead Follow-Up Standard

• Every lead must be contacted at least once every 90 days to maintain engagement and nurture relationships.

Sales Support

• Sales Team Leads are here to support you.

• They will check in via Google Chat to help you stay on track and remove blockers.

• You can message them anytime (responses may take longer during off-hours).

Live Training

• Attend our biweekly live training sessions.

• These trainings cover practical topics that directly impact your results—often beyond what’s included in self-serve materials.

• Consistent attendance is one of the strongest predictors of success at Relive.

Team Events

• We highly recommend attending at least one team event per month.

• These in-person moments build momentum, sharpen your approach, and strengthen relationships with other agents.

Professional Conduct

• Treat clients and teammates with respect, honesty, and professionalism at all times.

• Dress code: business casual is the default. First impressions matter and influence perceived value and trust.

Social Media Presence

• Maintain a professional online presence. Your public content reflects on you and on Relive.

• Keep posts respectful, appropriate, and aligned with the brand and client trust.

Commitment to Improvement

• Take your role seriously and commit to continuous growth.

• Seek feedback, apply it, and strive to be a better agent every week (skills, systems, and client experience).

Our Commitment to You