New Hire Onboarding

January 2026 Cohort

Location

Dazos Orange County Office
4685 MacArthur Blvd, Suite 480
Irvine, CA 92660

Schedule

Mon-Wed: 9:00 AM - 5:00 PM PT
Thu & Fri: 9:00 AM - 11:00 AM PT

Dates

January 12-16, 2026

Primary Trainers

Brooke Hluza
Sam Hessler

Onboarding Participants

SDR Manager Revenue Operations Account Executive Enterprise AE (TBD)

Monday, January 12

Day 1: Welcome, Company & Industry Foundation

9:00 AM
Welcome & Computer Setup
Sam / Brooke
9:30 AM
Team Introductions & IT/HR Onboarding
Sam / Darcee / Brooke
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 / Brooke
4:45 PM
Day 1 Wrap Up & Next Steps
Sam

Tuesday, January 13

Day 2: Product Deep Dives & Live Demos

9:00 AM
Day 2 Welcome & Review
Sam
9:15 AM
CRM Deep Dive Part 1: Core Functionality
Sam
10:15 AM
Live Customer CRM Demo
Sam
11:15 AM
IQ Product Deep Dive Part 1
Sam
12:00 PM
Working Lunch: CRM Value Props Discussion
12:45 PM
IQ Deep Dive Part 2 & Live IQ Demo
Sam / Stonor
2:00 PM
iCampaign & Marketing Reports Overview
Sam / Brooke
2:45 PM
Coffee Break
3:00 PM
iVerify Deep Dive: Insurance Verification
Sam
4:00 PM
Dazos Pricing & Packaging
Sam / Brooke
4:45 PM
Day 2 Wrap Up & Next Steps
Sam

Wednesday, January 14

Day 3: Sales Training & Role-Specific Sessions

9:00 AM
Day 3 Welcome & Dazos Product Test
Sam
10:00 AM
Buyer Personas: Who We Sell To & Examples
Sam / Brooke
10:45 AM
Why Customers Buy: Case Studies & Success Stories
Sam / Stonor
11:30 AM
Competitive Landscape: Dazos vs. Competitors
Sam
12:00 PM
Working Lunch
12:45 PM
Sales Messaging & Value Proposition
Sam / Stonor
1:45 PM
Role-Specific Session: SDR Manager Focus
Sam / Brooke
2:15 PM
Role-Specific Session: Rev Ops & Internal CRM
Sam
2:45 PM
Coffee Break
3:00 PM
Success in the AE Role & Prospecting Best Practices
Stonor / Brooke
4:00 PM
EMR Software & Integrations Overview
Sam
4:45 PM
Day 3 Wrap Up, Q&A & Next Steps
Sam

Thursday, January 15

Day 4: Follow-Up Session (2 Hours)

9:00 AM
Check-In: Questions & Clarifications
Sam / Brooke
9:30 AM
Product Review & Demo Practice
Sam / Brooke
10:30 AM
Role-Specific Q&A & Next Steps
Sam / Brooke

Friday, January 16

Day 5: Office Hours (2 Hours)

9:00 AM
Office Hours: Open Q&A
Sam / Brooke
10:00 AM
Additional Questions & Support
Sam / Brooke

Dazos • Business Intelligence, Made Visible

Questions? Contact Sam Hessler