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S.I. CONSULTING FIRM
SI ACADEMY
Rules. Discipline. Structure.
Rules. Discipline. Structure.
EMPLOYEE
EMPLOYEE
EMPLOYEE
SI Directions
Directions
1. CODE OF CONDUCT
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This Human Resources Standard Operating Procedure (SOP) System outlines the required standards, policies, and procedures for all staff members at S.I. Consultants. This system provides structure, clarity, accountability, and professionalism across the entire organization.
Welcome to S.I. Consultants Firm,
As a member of our team, you are now part of a professional consulting firm built on structure, accountability, and results. Our role is to support businesses through strategic marketing, advertising systems, backend automation, and operational consulting — and every team member plays a critical part in delivering that standard.
KNOWLEDGE IS KEY.
2. COMPANY RULES
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At S.I. Consultants,
WE operate with professionalism, integrity, and clear communication. We value preparation, follow-through, and respect for both our clients and one another. This training will guide you through our systems, expectations, and workflows to ensure consistency and success across the firm.
All employees must uphold:
- Professional communication
- Respect toward all clients and team members
- Honesty and integrity
- Confidentiality of company information
- No harassment, discrimination, or hostile behavior
- No unauthorized sharing of documents or internal data
- Proper use of company portals and CRM
KNOWLEDGE IS KEY.
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3. STANDARD PROCEDURES
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Misconduct may result in corrective action or termination.
Daily Procedure:

1. Log into CRM

2. Review pending tasks 

3. Complete follow-ups

4. Attend team meeting (if scheduled) 

5. Begin daily prospecting & calls 

6. Log all CRM updates before moving tasks 


Sales Procedure:

1. COLD REVIEW → ASSURANCE → SECURE → HANDOFF

2. Log call notes immediately 
3. Submit complete deal information
KNOWLEDGE IS KEY.
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4. ATTENDANCE POLICY
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- All employees must attend weekly training 

- Repeated missed meetings will result in corrective action 

- All schedule conflicts must be communicated 24 hours in advance
- Excessive absenteeism may affect commission eligibility.
4 A. TIME-OFF & REQUESTS
Time off must be requested at least 72 hours in advance 
Emergency absences must be communicated as soon as possible 
 Time-off may not be approved during peak sales weeks

Repeated last-minute absences may result in corrective action
KNOWLEDGE IS KEY.
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5. COMMUNICATION EXPECTATIONS
​-All communication must be professional and respectful 

-All responses should be sent within 24 hours 

-Team channels must be used appropriately 

-No unapproved group messages to clients 

-All updates must be sent to leadership as instructed
5B. CORRECTIVE ACTION & TERMINATION
1. Verbal warning

2. Written warning

3. Corrective action plan

4. Final warning

5. Termination
Immediate termination may occur for:
- Theft 
- Fraud 
- Harassment 
- Discrimination 
- Falsifying documents 
- Breach of confidentiality
KNOWLEDGE IS KEY.
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7. BENEFITS​​
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At S.I. Consultants, we build structured professionals, not temporary salespeople. This system is designed to create predictable income, leadership development, and long-term business ownership opportunities. If you follow the system exactly, success is not optional — it is expected.
9:00 – 10:00 AM → Phone Zone (calls, follow-ups, confirmations) 10:00 – 2:00 PM → Territory (business visits, discovery conversations)
2:00 – 4:00 PM → Follow-ups + CRM logging
4:00 – 6:00 PM → Closings, proposals, alignment calls Saturday (Optional Power Day): • Pipeline cleanup • High-value follow-ups • Closing conversations
Tier Reward System
Tier Requirements
KNOWLEDGE IS KEY.
All Documents verified and issued by S.I.Consultants, Expectations are final. you will be held accountable.
EMPLOYEE
Final Acknowledgment
By signing below, I acknowledge that I have read, understand, and agree to follow the S.I. Consultants Attendance, Schedule, and Tardy Policy.
I understand the expectations, procedures, and consequences outlined above, including my right to one approved personal day per month and that four unexcused absences in a month will result in termination.
.
PAYROLL
Update your tax information.
PAYROLL
Update your payroll information.
If you have your form .
If you have your form .
PAYROLL
MANUALLY INPUT ACCOUNT DETAILS
Update your direct deposit information.
Input your pin
1. Input your first name.
2.Input your last name.
If you have your form .
Input it here.
If not, Input your account details manually.
3. Input your bank name.
4. Input your account number.
5. Input your routing number.
Update your direct deposit information.
Rules. Discipline. Structure.
Rules. Discipline. Structure.
IT STARTS NOW.
• Phone Zone: You are either working or you are not.
• Territory Discipline: Respect assigned areas. • Professionalism: You represent the firm at all
Execution creates results. Discipline creates consistency.
ARE YOU READY FOR THE TEST ?
KNOWLEDGE IS KEY.
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What is expected during Phone Zone?
KNOWLEDGE IS KEY.
2
What is the correct territory expectation?
KNOWLEDGE IS KEY.
3
What does professionalism look like in the firm?
KNOWLEDGE IS KEY.
4
IGNORE THE SYSTEM ?
KNOWLEDGE IS KEY.
SCORE
I CAN , I WILL, I MUST
100
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ACKNOWLEDGEMENT
EMPLOYEE
INPUT PIN
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