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Rep Onboarding

Sales Rep Onboarding Software for Field Teams

Ampello walks every new rep from signed offer to first knock in one guided flow — e-sign the contractor agreement, submit tax and direct-deposit info, finish training, and get a territory — while managers watch each rep march to productive in real time.

  • E-sign the 1099 agreement and submit W-9 and direct-deposit info in-app
  • Assigned training checklists and pitch certifications gate reps to the doors
  • Managers track every rep's progress to productive on one dashboard

Getting started

Welcome, Jordan 👋

Day 1 of 3
3/6
  • Sign independent contractor agreement
  • Upload W-9 & direct deposit
  • Watch “Welcome to the team”
  • Pass the pitch certification
  • Shadow a ride-along close
  • Get your territory assigned

Get new reps to the doors in days, not weeks

Scaling a 1099 field team runs headfirst into paperwork. A rep signs on Monday fired up to sell, then loses a week to a printed contractor agreement, a W-9 emailed back and forth, a voided check nobody can read, and a manager chasing signatures instead of running the floor. Every one of those days is a day the rep isn't knocking — and a day closer to them ghosting before they ever start.

Ampello turns that scramble into a single guided flow. New reps e-sign the independent contractor agreement, submit their W-9 and direct-deposit details, work through their assigned training and pitch certifications, and get their territory — all in the app, in order, without a manager babysitting each step. You watch every rep advance toward productive on one dashboard, so nobody stalls in limbo and everybody hits the doors while they're still excited to.

Why teams love it

What Rep Onboarding does for your floor

Paperwork done before day one

Reps e-sign the 1099 agreement, submit their W-9, and enter direct-deposit info from their phone — no printing, scanning, or emailing sensitive forms around. The compliance box is checked before their first shift instead of during it.

A guided path, in order

Each new hire follows a step-by-step checklist that unlocks as they go — documents, training, certification, territory. Nobody guesses what's next or slips through a gap, and every rep gets the same complete start.

Certify before they knock

Pitch certifications and training gates make sure a rep can actually sell before they represent your brand at a door. You ramp reps fast without sending untrained people out to burn your best neighborhoods.

See every rep's progress to productive

One dashboard shows exactly where each new hire stands — who's cleared, who's stuck, and who needs a nudge. Managers coach the reps who are close instead of chasing paperwork across a dozen inboxes.

How it works

Rep Onboarding, from setup to results

Up and running in days — no long implementation, no consultants.

Step 1

Send the invite

Add a new rep and Ampello sends them into onboarding automatically. They start on their own phone within minutes of accepting — no office visit required to get rolling.

Step 2

Sign and submit

The rep e-signs the independent contractor agreement and submits their W-9 and direct-deposit info in a few guided taps. Everything is captured and stored in one place.

Step 3

Train and certify

Reps work through assigned training checklists and pitch certifications, so they learn your product and prove they can deliver the pitch before they ever hit a door.

Step 4

Assign territory and go

Clear a rep and hand them their territory right in the app. They walk out of onboarding and straight to the doors — productive in days, not weeks.

FAQ

Frequently asked questions

Common questions about Ampello rep onboarding.

Can reps e-sign the 1099 contractor agreement in Ampello?

Yes. New reps e-sign the independent contractor agreement directly in the app as part of onboarding, and the signed document is stored for you automatically. There's no printing, scanning, or chasing signatures by email.

Does Ampello collect W-9 and direct-deposit information?

It does. Reps submit their W-9 and direct-deposit details in the same guided flow, so the tax and payment paperwork is handled before their first shift. Everything a rep needs to get paid is captured up front in one place.

How fast can a new rep be ready to sell?

Most reps can move from signed offer to their first knock in a matter of days rather than weeks. Because documents, training, and certification all live in one guided flow, there's no waiting on a manager to assemble the pieces one at a time.

How do managers track onboarding progress?

A single dashboard shows every rep's status — what's signed, what's trained, what's certified, and who's ready for territory. Managers can see who's stalled and step in, instead of guessing where each new hire stands.

Is this built for 1099 field sales teams specifically?

Yes. Ampello onboarding is designed for the realities of scaling a 1099 door-to-door team — high-volume hiring, contractor paperwork, pitch certification, and territory assignment. It replaces the manual, error-prone process that usually slows a growing field team down.

Ready when you are

See what visibility does to a sales floor

Book a 20-minute demo and watch a live leaderboard, a running competition, and a canvassing map come together for your team.

No credit card required · Live in days, not months