Onboarding new MCA reps: a first two weeks plan

New reps fail when they are handed expensive leads and a script on day one. A two week ramp works better.

Days 1 to 3: learn the product

Teach the basics: how an advance works, factor rates, remittances, what funders look for. Our MCA glossary makes a good first read.

Days 4 to 6: shadow

Have the new rep listen to live calls with your best closer. Then switch: the rep dials and the closer listens.

Days 7 to 10: dial aged leads

Aged leads are the right practice field. On BrokerSeat, the Aged Feed holds leads from day 7 to day 30 at 3 leads for 1 credit, so reps get real conversations without burning fresh inventory.

Days 11 to 14: add fresh leads

Once the rep gets statements on calls regularly, start mixing in fresh leads.

Measure early

Track dials, contacts and statements received per day. Coach on the numbers, not on feelings. The conversion playbook is a ready made training doc.