Professional Documents
Culture Documents
W1 W2 W3 W4 W5 W6 W7 W8
Product introduction 1 Teach basic product concept (leasing, invoice, VAT)
Share experience the customer name list channel (ex: internet website,
3
association, fair, relationship, APP…etc) to mentee.
W1 W2 W3 W4 W5 W6 W7 W8
Teach mentee what should prepare before visit customer(ex: road map
2
information, confirm with customer attendance again…etc)
Teach mentee what document and material should collect before visit
3 customer(ex: collection customer information on internet firstly,
company DM sample…etc)
W1 W2 W3 W4 W5 W6 W7 W8
2 Train mentee quotation skill and pratice serveral times by mentee self.
Week 4~8 Quotation Guide mentee make a formal quotation report and document to
7 customer indepently, then check, review and feedback how to improve
skill
Teach mentee how to arrange visiting schedule with credit for credit
2
checking
Tell mentee what material and document need to have for credit
1
checking
Teach mentee what things need to notice when credit checking with
5
customer
W1 W2 W3 W4 W5 W6 W7 W8
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Mentor guide behavior - Daily care form.
Mentee confirm Mentor sign Leader
Week Mentor guide behavior
and sign below below sign below
Introudce team member, AGD, GD and office enviroment to mentee on first day.
Confirm mentee computer and authorization and stationery on first day.
Tell mentee comapany's attendance regulation.
Interact with mentee about family circumstances, hobby and habit, to have a first-stage
Week 1 knowing each other.
Tell mentee where can have lunch on first day.
Guide mentee how to book conference room in system and hardware in meeting room.
Guide mentee how to book supervisor meeting schedule in outlook.
Guide mentee how to read e-Learning courses.
Guide mentee how to find company policy file which need to read.
Teach Mentee the some basic culture company and discipline in financial industry:
casual dress in working time, present in office on time; keep confidential salary;
Week 2 always say NO with under-table when working with customer…etc.
Teach Mentee what documents and how to bookcar when visit customer
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 3
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 4
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 5
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 6
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 7
feedback for mentee's learning stituation in last week.
Arrange a formal weekly interaction meeting with mentee, to monitor and give formal
Week 8
feedback for mentee's learning stituation in last week.