
Sales Playbook
We’re so excited to have you as a part of the team! What follows is Wizer’s Sales Playbook.
It is a step-by-step guide to making a sale at Wizer.
We hope this guide is helpful and we are open to any feedback. We are keen to find what works. That is why this Sales Playbook will be updated regularly as we, as a team, refine what works in our sales process.
We understand that the training process takes time and we do not expect you to master the process before getting in front of potential clients. Your training, personal development, and continuing education are an ongoing process and we are here to support you.

Week 5
Client Onbaording
You can hand over to the other members of the Wizer Team but it is useful for you to understand how they are onboarded and the materials we send to set them up for success.
We have onboarding guides which include how to right emails, how to engage super influencers and their first decisions.
Other members of our teams or external consultants will help with this but ensure you check off the list.