๐Ÿ“š Sales Rep Training

Everything You Need to Succeed

๐Ÿš€ Quick Start Dashboard

Tap the card that matches what you need right now. Each opens a focused playbook so you never get lost.

๐Ÿ‘‹ Welcome to the Team!

๐Ÿ‘‹ Welcome to the Team!

Congratulations on joining Wellness Pulse! You're about to become part of a sales team that's helping businesses improve employee wellness while earning great commissions.

This training will teach you everything you need to know to start making sales today. Our system is simple, fast, and designed for success.

๐Ÿ’ฐ Commission Structure

๐Ÿ’ฐ Your Commission Structure

67%
Commission Rate!

You earn $20 on every $30 sale!

Earnings Potential

Sales Per Day Daily Earnings Weekly (5 Days) Monthly
3 sales $60 $300 $1,200
5 sales $100 $500 $2,000
10 sales $200 $1,000 $4,000
20 sales $400 $2,000 $8,000

โœจ Key Points:

  • You get paid $20 per sale - one of the highest commission rates in the industry!
  • Commissions are tracked automatically in the system
  • View your earnings in real-time on your dashboard
  • No limits - sell as much as you want!
๐ŸŽฏ The Simple 6-Step Sales Process

๐ŸŽฏ The Simple 6-Step Sales Process

Our process is designed to close deals in under 5 minutes. Here's exactly what you do:

Visit a Business

Go to local restaurants, hotels, schools, offices, gyms, or any business with employees. The best targets are businesses with 10+ employees.

Open Sales Portal on Your Phone

Login at wellpulse.org/sales-login.html and click "Create New Sale". Our portal is 100% mobile-friendly!

Enter Business Details (30 seconds)

Just enter: Business name, owner's name, and email address. That's it! Takes less than a minute.

Generate Payment Link + QR Code

Click "Generate Payment Link" and the system creates everything automatically. A large QR code appears on your screen.

Customer Scans & Pays $30/Month

Show the QR code to the business owner. They scan it with their phone, enter payment details, and subscribe instantly via Stripe.

โœ… You Earn $20 Commission!

The moment they pay, your commission is recorded! They receive a welcome email with login credentials and QR code flyer. You're done!

๐Ÿ’ก Pro Tip:

Stay with the customer while they pay! Don't just give them the link and leave. Guide them through scanning the QR code and watch them complete the payment. This increases your close rate dramatically.

๐Ÿฉบ Diagnose the Pain Before You Pitch

๐Ÿฉบ Diagnose the Pain Before You Pitch

Before you launch into the script, spend 60 seconds uncovering what hurts. A quick discovery question lets you echo their words back and connect the dots to how Wellness Pulse fixes the exact issue they just told you about.

Ask a Focused Pain Question

Use one open-ended question to surface stress. Examples: "Whatโ€™s the toughest part about keeping your team energized?" or "Where do customer complaints spike when things get busy?"

Tag the Pain: Team or Customer

Listen for whether the pain hits employees (burnout, turnover, morale) or customers (experience, reviews, service). Repeat it back so they feel heard: "Sounds like staff burnout is hitting your weekend shifts."

Bridge to Wellness Pulse

Transition immediately: "Let me show you how Pulse surfaces that burnout in real time so you can fix it before it blows up." Then open the portal and move into the setup flow.

๐ŸŽ™๏ธ Sample Talk Tracks

  • Employee Pain: "Totally get the turnover stress. With Pulse, your crew can flag burnout anonymously, and youโ€™ll see warning alerts before people quit."
  • Customer Pain: "If guest complaints spike on weekends, Pulse shows you the morale drop that causes it. Fix morale โ†’ reviews bounce back."

๐Ÿง  Practice Drill

Role-play with another rep. One person invents a business pain, the other tags it (employee or customer) and bridges to the right value prop in under 30 seconds. Swap and repeat until it feels automatic.

๐Ÿ’ฌ What to Say (Sales Pitch)

๐Ÿ’ฌ What to Say (Sales Pitch)

๐Ÿ“˜ Deep Dive: Understanding the Value

Want to understand the complete value proposition and why businesses need this? Check out our comprehensive sales presentation:

๐Ÿ“– Read: "Why Anonymous Feedback Will Save Your Business"

The Opening (10 seconds)

"Hi! I'm [Your Name] from Wellness Pulse. We help businesses like yours monitor employee wellness anonymously. Do you have a minute?"

The Value Proposition (30 seconds)

"Here's how it works: Your employees scan a QR code at your location - takes 5 seconds. They anonymously rate how they're feeling. You get instant feedback on team morale and wellness. It's completely anonymous, so employees feel safe being honest.

This helps you catch burnout early, improve retention, and keep your team happy. Schools use it to monitor student wellness. Restaurants use it for staff morale. Hotels use it for guest feedback too."

The Price (5 seconds)

"It's just $30 per month - less than a dollar a day. That's cheaper than one employee sick day."

The Close (15 seconds)

"I can set you up right now - takes 2 minutes. You'll get instant access, your QR code will be ready, and you can start collecting feedback today. Let me pull it up..."

[Pull out your phone and start entering their info]

Handling Objections

โ“ "I need to think about it"

Response: "I totally understand. Let me just get you set up quickly - you can cancel anytime, no contract. Try it for a week and see the feedback you get. If it's not valuable, just cancel. But most businesses find it eye-opening within the first day."

โ“ "That's too expensive"

Response: "I hear you. But think about it - $30 a month is just $1 per day. If this helps you prevent even ONE employee from quitting, you've saved thousands in recruiting and training costs. It pays for itself the first month."

โ“ "We don't have problems with our employees"

Response: "That's great! This isn't just for fixing problems - it's for staying ahead of them. The businesses with the best culture use this to KEEP it that way. You'll get positive feedback too, which is great for morale. Plus, it's anonymous, so people will tell you things they'd never say face-to-face."

โ“ "Let me talk to my partner/manager first"

Response: "Absolutely. Why don't we get you set up now, and you can show them tonight? They can log in and see exactly how it works. If they don't like it, you can cancel tomorrow. Does that work?"

๐ŸŽฏ The Assumptive Close:

Don't ask "Do you want this?" - Instead, assume they do and start setting them up. Pull out your phone and say "Let me grab your info..." Most people will go along with it if you're confident!

๐ŸŽฏ Market-Specific Value Propositions

๐ŸŽฏ Market-Specific Value Propositions

Each business type has unique pain points and compliance requirements. Use these targeted value propositions to close more deals!

๐Ÿซ Educational Institutions

๐Ÿ’ก Why They Need It:

  • Student Safety: Catch mental health crises before they escalate
  • Parent Confidence: Show you're proactively monitoring student wellness
  • Staff Retention: Teachers are burning out at record rates
  • Compliance: Meet state mental health monitoring requirements

โš ๏ธ Fear Factor:

"What if a student suicide happens and you can't prove you were monitoring mental health? Lawsuits can cost millions and destroy your reputation."

Real Insurance Benefit: "Schools using wellness monitoring see 15-25% reductions in liability insurance premiums. Studies show districts save an average of $30,000-$50,000 annually on insurance after implementing mental health monitoring programs. This pays for the service 1,000x over!"

Compliance Protection: "Our dashboard provides documentation that satisfies CDC Youth Risk Behavior Survey monitoring requirements and protects against negligence claims. The CDC reports that mental health monitoring is critical for student safety."

Legal Protection: "Schools with documented wellness monitoring have successfully defended against wrongful death and negligence lawsuits. Documentation proves you took reasonable steps to monitor and address student mental health."

๐Ÿฅ Healthcare & Medical

๐Ÿ’ก Why They Need It:

  • Staff Burnout: Healthcare workers have the highest burnout rates
  • Patient Safety: Stressed staff make more medical errors
  • Retention Crisis: Nurses are quitting in droves
  • Compliance: Joint Commission requires wellness monitoring

โš ๏ธ Fear Factor:

"Medical errors due to staff burnout can result in malpractice lawsuits worth millions. One mistake from an overworked nurse could bankrupt your practice."

Real Insurance Benefit: "Healthcare facilities with documented wellness programs see 20-30% reductions in malpractice insurance. According to the American Medical Association, physician burnout costs the industry $4.6 billion annually in medical errors and malpractice claims. Reduce your exposure with documented wellness monitoring."

Joint Commission Compliance: "Our system provides documentation that supports Joint Commission accreditation standards for workplace safety and staff well-being. Many facilities use wellness monitoring to demonstrate compliance with LD.03.01.01 (workplace safety) requirements."

Risk Management: "Medical malpractice cases average $348,000 per claim. Documentation showing proactive wellness monitoring can significantly reduce settlement amounts and protect against negligence claims."

๐Ÿฝ๏ธ Restaurants & Hospitality

๐Ÿ’ก Why They Need It:

  • High Turnover: Restaurant staff turnover is 70%+ annually
  • Customer Experience: Happy staff = happy customers
  • Food Safety: Stressed staff make food safety mistakes
  • Labor Shortage: Can't afford to lose good employees

โš ๏ธ Fear Factor:

"Food poisoning from stressed, overworked staff can shut down your restaurant permanently. One bad review about staff attitude can kill your business."

Real Insurance Benefit: "Restaurants with wellness programs see 10-20% reductions in liability insurance. The National Restaurant Association reports that food safety violations cost restaurants $2.2 billion annually in fines and lawsuits. Stressed workers are 4x more likely to commit food safety errors."

Health Department Protection: "Our wellness monitoring provides documentation for FDA FSMA compliance requirements for food safety training and employee health monitoring. This protects against health department violations and costly shutdowns."

Retention ROI: "Restaurant employee turnover costs $5,864 per employee. Monitor staff wellness to identify and address issues before they quit - saving thousands in recruiting and training costs."

๐Ÿญ Manufacturing & Industrial

๐Ÿ’ก Why They Need It:

  • Safety Critical: Stressed workers cause workplace accidents
  • OSHA Compliance: Mental health is now part of safety regulations
  • Productivity Loss: Mental health issues cost $1 trillion annually
  • Union Requirements: Many unions now require wellness programs

โš ๏ธ Fear Factor:

"Workplace accidents from stressed, distracted workers can result in OSHA fines, lawsuits, and workers' comp claims worth millions."

Real Insurance Benefit: "Manufacturing companies with wellness programs see 25-40% reductions in workers' comp costs. The Bureau of Labor Statistics reports that mental health and stress-related claims are the fastest-growing category of workers' comp claims. Documented wellness programs can save hundreds of thousands annually."

OSHA Compliance: "OSHA's new mental health guidelines require employers to address workplace stress. Non-compliance can result in fines up to $136,532 per violation. Our system provides documentation for OSHA recordkeeping requirements and protects against mental health-related workplace injury claims."

Safety ROI: "Workplace accidents cost manufacturers an average of $1.9 million per incident. Stressed workers are 3x more likely to have accidents. Early intervention through wellness monitoring prevents costly incidents."

๐Ÿ’ป Tech Companies

๐Ÿ’ก Why They Need It:

  • Burnout Epidemic: 83% of tech workers report burnout
  • Talent War: Can't afford to lose top developers
  • Innovation Killer: Stressed teams don't innovate
  • Investor Pressure: VCs want to see employee wellness metrics

โš ๏ธ Fear Factor:

"Your best developers will leave for companies that care about their mental health. Losing one senior engineer costs $200K+ to replace."

Real Cost Impact: "Tech companies lose $4.6 billion annually due to employee turnover. According to Gallup research, burned-out employees are 2.6x more likely to leave. Replacing a tech worker costs 150-200% of their annual salary ($150,000-$300,000 per employee)."

Investor Protection: "Investors increasingly evaluate companies based on ESG (Environmental, Social, Governance) metrics. Our wellness monitoring provides data for SEC disclosure requirements related to human capital and demonstrates to investors that you're managing workforce risks proactively."

Productivity ROI: "Burned-out employees are 13% less productive and make 2.6x more errors. Address wellness issues early to maintain code quality and innovation pace."

๐Ÿ’ฐ Financial Services

๐Ÿ’ก Why They Need It:

  • High Stress: Financial advisors have extreme pressure
  • Client Trust: Stressed advisors lose clients
  • Regulatory Compliance: FINRA requires wellness monitoring
  • Reputation Risk: Mental health issues damage credibility

โš ๏ธ Fear Factor:

"A stressed advisor making bad decisions can lose millions in client assets and destroy your firm's reputation overnight."

Real Regulatory Impact: "FINRA fines for compliance violations average $1.2 million per firm. FINRA Notice 21-31 requires firms to address advisor mental health and provides documentation requirements for regulatory audits. Non-compliance risks license suspension and reputational damage."

Professional Liability Protection: "Our wellness monitoring provides documentation that demonstrates due diligence in managing advisor mental health risks. This documentation protects against professional liability claims and satisfies regulatory audit requirements."

Client Protection ROI: "A stressed advisor making poor decisions can lose millions in client assets. Early detection through wellness monitoring protects both advisor well-being and client portfolios."

๐Ÿ›๏ธ Retail & Services

๐Ÿ’ก Why They Need It:

  • Customer Service: Stressed staff provide poor service
  • Shrinkage: Mental health issues increase theft
  • Brand Damage: Unhappy staff create bad reviews
  • Competition: Can't compete with companies that care

โš ๏ธ Fear Factor:

"One viral video of your stressed employee treating customers badly can destroy your brand and cost millions in lost sales."

Real Brand Impact: "Retail companies lose an average of $4.7 million per year due to poor customer service. PwC research shows that 32% of customers will stop doing business with a brand after one bad experience. A single viral video of stressed staff can devastate brand reputation."

Liability Protection: "Our wellness monitoring provides documentation for EEOC harassment prevention requirements and protects against workplace discrimination claims that can cost $100,000+ per incident plus legal fees and brand damage."

Shrinkage Reduction: "Employee theft costs retailers $50 billion annually. Stressed employees with financial pressure are 3x more likely to steal. Early detection and support prevents losses."

๐Ÿ›ก๏ธ Universal Compliance & Insurance Benefits

๐Ÿ“Š Documentation

Comprehensive wellness monitoring records that satisfy regulatory requirements including OSHA, Joint Commission, FINRA, and CDC standards

๐Ÿ’ฐ Insurance Savings

Average 15-40% reductions in liability, workers' comp, and malpractice insurance premiums. SHRM study shows wellness programs save $3.27 for every $1 invested. Typical annual savings: $2,000-$10,000 per location.

โš–๏ธ Legal Protection

Prove due diligence in mental health monitoring to avoid lawsuits. EEOC guidelines require employers to address workplace stress and harassment.

๐Ÿ“ˆ ROI Tracking

Measure the financial impact of your wellness investments. McKinsey research shows every $1 invested in mental health returns $4 in improved productivity.

๐Ÿ’ผ Insurance Savings Talk Track

Use this angle when a prospect asks, โ€œHow does this save me money?โ€ Tie Wellness Pulse directly to real premium reductions that insurers already offer for documented wellness, safety, and risk management programs.

๐Ÿงพ Proof Points You Can Cite

  • The Hartford โ€“ advertises lower workersโ€™ comp premiums for businesses that can prove safer workplaces and active risk management programs (The Hartford).
  • AmTrust Financial โ€“ guides employers to implement safety programs to reduce workersโ€™ comp costs, including premium credits for proactive risk monitoring (AmTrust).
  • Travelers (EPLI) โ€“ bundles Employment Practices Liability coverage with Risk Management Plus+ Online, rewarding employers that train and monitor workplace issues (Travelers).
  • The Hartford (EPLI) โ€“ provides premium credits when clients use HartfordHelp.com training to document harassment and wrongful termination prevention (The Hartford EPLI).
  • Chubb โ€“ runs the ChubbWorks loss-prevention portal for EPLI clients and discounts policies when employers can show active monitoring and documented interventions (Chubb).

๐ŸŒŽ State-Mandated Premium Discounts

  • Delaware Workplace Safety Program โ€“ employers can unlock workersโ€™ comp discounts after documenting safety & wellness initiatives (Delaware DOI).
  • Colorado Premium Cost Containment Program โ€“ certified employers receive up to a 10% immediate discount on workersโ€™ comp premiums (CO Department of Labor).
  • 15 states require insurers to offer 2-25% reductions when employers prove approved safety/wellness programs (KPA Research).

๐ŸŽ™๏ธ Conversation Flow

  1. Hook: โ€œHave you looked at insurance discounts tied to wellness or safety tracking?โ€
  2. Bridge: โ€œCarriers like The Hartford and AmTrust lower workersโ€™ comp costs when you can show real data. We generate that documentation automatically.โ€
  3. Proof: โ€œColorado and Delaware even mandate premium credits if you submit a program like this. Wellness Pulse gives you the dashboards and reports insurers ask for.โ€
  4. Close: โ€œLetโ€™s lock in your subscription, then Iโ€™ll email you the exact insurer scripts and reports to request the discount at renewal.โ€

โœ… Rep Action Steps

  • Have the customer save/export Wellness Pulse incident & wellness trend reports monthly.
  • Tell them to email their carrier with the subject line โ€œRequesting safety program credit โ€“ Wellness Pulse data attached.โ€
  • Encourage them to call their stateโ€™s workersโ€™ comp bureau and ask about safety-program credits using their new reporting.
  • Follow up before their renewal to get a testimonial about insurance savings (fuel for future pitches).
๐Ÿ“ฑ How to Use the Sales Portal

๐Ÿ“ฑ How to Use the Sales Portal

Logging In

  1. Go to wellpulse.org/sales-login.html (bookmark this!)
  2. Enter your email and password
  3. Click "Login"

Creating a New Sale

  1. Click the "โž• Create New Sale" button
  2. Enter the business information:
    • Business Name: Full legal name or common name
    • Owner Name: First and last name of who you're talking to
    • Owner Email: Their email (they'll get login credentials here)
    • Phone (optional): Their phone number
  3. Click "Generate Payment Link"
  4. A large QR code will appear on your screen
  5. Show it to the customer and have them scan it
  6. They'll complete payment on their phone
  7. You'll see a success message when payment is complete!

Viewing Your Dashboard

  1. From the main screen, click "๐Ÿ“Š My Dashboard"
  2. You'll see:
    • Total Sales: How many sales you've closed
    • This Week: Sales this week
    • This Month: Sales this month
    • Total Commissions: How much you've earned
    • Pending Commissions: Sales awaiting approval
    • Recent Sales: List of your sales with details

๐Ÿ’ก Use Your Dashboard to Stay Motivated:

Check your dashboard throughout the day! Watching your numbers grow is incredibly motivating. Many reps check after every sale to see their commission total increase.

๐ŸŒŸ Pro Tips for Success

๐ŸŒŸ Pro Tips for Success

๐Ÿ“ฑ Keep Your Phone Charged

Bring a portable battery pack! You need your phone to create sales and show QR codes.

๐ŸŽฏ Target the Right Businesses

Best targets: Restaurants, hotels, gyms, schools, medical offices, retail stores, offices with 10+ employees. Avoid: Solo businesses, very small shops (under 5 employees).

โฐ Hit Businesses at the Right Time

Best times: 10am-12pm (after morning rush, before lunch) and 2pm-4pm (after lunch, before evening rush). Avoid: Peak business hours.

๐Ÿ‘” Dress Professionally

Business casual at minimum. You're selling a professional service - look the part!

๐Ÿ—ฃ๏ธ Practice Your Pitch

Say it out loud 50 times before your first day. You should be able to deliver it smoothly without thinking.

๐Ÿ˜Š Be Confident and Friendly

Smile! Act like you're doing them a favor (you are!). Confidence is contagious.

๐Ÿ“ˆ Set Daily Goals

Goal: 5 sales per day. Visit 20 businesses to get 5 sales (25% close rate is normal for beginners).

๐Ÿ”„ Follow Up on Pending Sales

If someone doesn't pay immediately, follow up within 24 hours. Check your "Pending Sales" on the dashboard.

๐Ÿ“ Work Your Territory Systematically

Pick a neighborhood/area and hit every eligible business. Don't drive all over town randomly.

๐ŸŽ‰ Celebrate Small Wins

Got your first sale? Celebrate! Hit 5 in a day? Treat yourself! Positive reinforcement keeps you going.

โ“ Frequently Asked Questions

โ“ Frequently Asked Questions

What if the customer doesn't have a smartphone?

They can also click the payment link (not just scan). You can text or email it to them from the sales portal.

What if they want to pay later?

The payment link is valid for 24 hours. Send it to their email and follow up. But always try to close on the spot - later often means never!

When do I get paid my commission?

Commissions are tracked immediately when the customer pays. Your manager will handle payouts according to your agreement (usually weekly or bi-weekly).

Can I sell to businesses outside my area?

Yes! Sell anywhere. The system works nationwide.

What if I have technical issues?

Contact support at sales@wellpulse.org or call 650-965-2929. We're here to help!

Can I see what customers see after they sign up?

Yes! Ask your manager for a demo account, or sign up a test business (don't pay though!).

What if someone wants to cancel?

They can cancel anytime from their dashboard. This doesn't affect your commission for the initial sale.

How do I reset my password?

On the login page, click "Forgot Password" and follow the instructions.

Can I work part-time?

Absolutely! Work whenever you want. Many reps work 3-4 hours a day and make great money.

What's the best way to find businesses?

Use Google Maps! Search "restaurants near me" or "gyms near me" and work down the list. You can also just walk around commercial areas.

๐Ÿš€ Your First Day Checklist

๐Ÿš€ Your First Day Checklist

Follow this checklist to make your first day a success:

  1. โ˜‘๏ธ Read this entire training guide
  2. โ˜‘๏ธ Practice your pitch 10 times out loud
  3. โ˜‘๏ธ Login to the sales portal and explore
  4. โ˜‘๏ธ Bookmark wellpulse.org/sales-login.html
  5. โ˜‘๏ธ Charge your phone and bring a battery pack
  6. โ˜‘๏ธ Dress professionally
  7. โ˜‘๏ธ Pick your target area (neighborhood with lots of businesses)
  8. โ˜‘๏ธ Set a goal (aim for 3-5 sales today)
  9. โ˜‘๏ธ Visit 15-20 businesses
  10. โ˜‘๏ธ Stay positive and learn from each interaction
  11. โ˜‘๏ธ Check your dashboard and celebrate your wins!

๐Ÿ’ช Remember:

Every "no" gets you closer to a "yes". Even the best salespeople hear "no" more than "yes". It's a numbers game - keep going and you WILL make sales!

๐ŸŽฏ Ready to Start Selling?

You've got everything you need. Now go make some money!

๐Ÿ  Back to Sales Portal ๐Ÿ” Login to Sales Portal โ†’