New Rep Ride Along

When taking out a new rep on a ride-along, please be sure you are prepared for a full and productive day.

• At least one scheduled appointment. Two is best. One morning, one afternoon.


• List of customers and prospects for drop-offs and visits.


• 50 or more flyers printed and ready to go.


• Target high-density areas to blitz with flyers / cold call.


• Work target area together until new rep is comfortable with the process then split up to pass out as many flyers or hit as many accounts as possible. Finish last section together to see how they did on their own.

When you return to the office, input business cards into Account Management software, send follow-up emails, and schedule future call. Sit with rep and have them do a few themselves so they learn the process.

Any follow-up activities from the day’s appointments should be done with the new rep in the afternoon. This includes turning in paperwork, preparing a proposal, scheduling next activity, etc.