New Hire Onboarding

February 2026 Cohort

Location

Dazos Orange County Office
4685 MacArthur Blvd
Irvine, CA

Training Days

Tue-Thu: 9:00 AM - 5:00 PM PT
Mon & Fri: Travel Days

Dates

February 17-19, 2026
(Travel: Feb 16 & 20)

Trainers

Sam Hessler & Stonor (AEs)
Joe V (SDRs)

Onboarding Participants

Grant Ria Skyler Ryan Bree Lynn

Week at a Glance

Monday
Travel to OC
Tuesday
Day 1: All Hands
Wednesday
Day 2: AE / SDR Split
Thursday
Day 3: AE / SDR Split
Friday
Travel Home
Day 1 is for all new hires together. Days 2 & 3 split into AE and SDR tracks. AE training is led by Sam Hessler & Stonor. SDR training is led by Joe V, Director of Sales Development.

Monday, February 16

Travel Day - Arrive in Orange County

All Day
Travel to Orange County, CA
Get settled, rest up - big week ahead!

Tuesday, February 17

Day 1: Company & Industry Training (All New Hires)

9:00 AM
Welcome & Computer Setup
Sam
9:30 AM
Team Introductions & IT/HR Onboarding
Sam
10:15 AM
Founder Interview: The Dazos Story & Vision
David / Louis (Founders)
11:00 AM
Interview: What BH Operators Care About
David / Louis (Program Owner Perspective)
11:30 AM
Behavioral Health Industry Intro & Overview
Sam
12:00 PM
Working Lunch
12:45 PM
BH Industry Part 2: Key Roles, Insurance & RCM
Sam
2:00 PM
Dazos Product Suite Overview
Sam
2:45 PM
Coffee Break
3:00 PM
Dazos CRM Introduction & Demo
Sam
4:15 PM
Sales Vision & Growth Opportunities at Dazos
Sam
4:45 PM
Day 1 Wrap Up & Next Steps
Sam

Wednesday, February 18

Day 2: Role-Specific Training (AE & SDR Tracks)

AE Track - Day 2

Led by Sam Hessler & Stonor

9:00 AM
Day 2 Welcome & Review
Sam
9:30 AM
CRM Deep Dive: Core Functionality
Sam
10:30 AM
Live Customer CRM Demo
Sam / Stonor
11:30 AM
IQ Product Deep Dive
Sam / Stonor
12:00 PM
Working Lunch
1:00 PM
Live IQ Demo & Value Props
Sam / Stonor
2:00 PM
iCampaign & Marketing Reports
Sam
2:45 PM
Coffee Break
3:00 PM
iVerify: Insurance Verification
Sam
4:00 PM
Dazos Pricing & Packaging
Sam / Stonor
4:45 PM
Day 2 Wrap Up
Sam

SDR Track - Day 2

Led by Joe V, Dir. of Sales Development

9:00 AM
SDR Role & Expectations
Joe V
Full Day
SDR-Specific Training
Agenda managed by Joe V

Thursday, February 19

Day 3: Advanced Training & Practice (AE & SDR Tracks)

AE Track - Day 3

Led by Sam Hessler & Stonor

9:00 AM
Day 3 Welcome & Product Test
Sam
10:00 AM
Buyer Personas & Who We Sell To
Sam / Stonor
10:45 AM
Case Studies & Why Customers Buy
Sam / Stonor
11:30 AM
Competitive Landscape: Dazos vs. Others
Sam
12:00 PM
Working Lunch
1:00 PM
Sales Messaging & Value Proposition
Sam / Stonor
2:00 PM
Demo Practice & Negotiation
Sam / Stonor
2:45 PM
Coffee Break
3:00 PM
EMR Software & Integrations Overview
Sam
3:45 PM
Mock Demo: AEs Present to Sam & Stonor
Sam / Stonor
4:45 PM
Final Wrap Up, Q&A & Next Steps
Sam / Stonor

SDR Track - Day 3

Led by Joe V, Dir. of Sales Development

9:00 AM
SDR Advanced Training
Joe V
Full Day
SDR-Specific Training (Continued)
Agenda managed by Joe V

Friday, February 20

Travel Day - Head Home

All Day
Travel Home
Safe travels! Reach out if you have any questions.

Dazos • Business Intelligence, Made Visible

Questions? Contact Sam Hessler