Account Manager
Account Manager training includes all the resources and content needed to effectively manage and service commercial accounts.
Duration: 6 Weeks
Licensing Information
Please refer to your state’s licensing policy for full details.
All applications and verification forms must be filled out using the team member’s name exactly as it appears in Workday.
GreenPro
Learning & Development will create the team member’s GreenPro account and send you an email with their login credentials. Do not create a GreenPro account on your own.
The Account Manager Initial Training Program is a 6-week training program that begins on the Team Member’s first day with Massey Services. The training of the New Team member is personally supervised by the Manager.
This requires:
- Interaction with the new Team Member every day during the training period.
- Efficient time management. Team Member should spend all their time involved with training activities.
- If not personally training the New Team Member on a specific day, ensure they are assigned to someone that understands it is their responsibility to teach them and meet the learning objectives for the day.
- Ensuring the training is progressing according to schedule.
- Obtaining daily feedback from the New Team Member on the progress of their training and address any concerns they may have.
- Each day, the Manager must spend time with the new Team Member to ensure learning objectives and required activities are being met.
If the new Team Member completes the 6-week training period but is not prepared to work in the field unsupervised, the program should be extended until they are prepared. The Team Member cannot work unsupervised in the field providing service until you are confident, they are trained to perform their job responsibilities and provide excellent customer service.
On their first day, you will sign the Team Member into Massey University and print the required state documents that will be completed by you.
Team Member training will include:
- Issuing the Team Member equipment.
- Classroom training in the service center and field training.
- Following and completing the Virtual Training Checklist which include activities to be completed.
- Having the Team Member complete courses online in Massey University.
- Uploading all the completed state documents into Massey University when Initial Training is completed.
Follow the Program! Under no circumstances should the new Team Member be rushed through the program. How you train the new Team Member in their first few weeks can have a tremendous impact on their success and the quality of service they will provide to our customers.
Initial Training Checklists
All Virtual Training Checklists are available on day one. These checklists are designed to follow coursework completed in Massey University but are available to allow flexibility for field activities based on current production demands.
Follow the schedule as close to the time frame as possible.
Follow the week-by-week course schedule for the Lessons to Complete.
The Lessons are designed to be completed over a set time. DO NOT allow the Team Member to complete more than the assigned lessons each week. Divide the weekly lessons into reasonable chunks to complete each day. Completing too many lessons in one day will greatly affect their ability to learn and retain the information.
⚠ Exception: there may be days during the training period that keeps the Team Member from going to the field to train. On these exceptions, the Team Member may complete more than a day’s allotted lessons. However, the Team Member should not be allowed to complete more than two (2) days of allotted lessons in any one day.
Use this day-by-day guide with recommended field checklists to complete after finishing the courses.
Week 1
- SAF 1011 Safe Driver Improvement Course Initial
- ACT 1038 Week One Field Training Assignment
- ACT 1001 Massey Culture & History
- ACT 1002 Scope of Services
- ACT 1003 Job Description, Responsibilities, and Sales Policies & Procedures
- ACT 1004 The Call
- ACT 1005 The Counselor Selling Approach
- ACT 1006 Introduction to the Massey Commercial Services Selling Process
- ACT 1007FL Procedural and Technical Aspects
- PPP 1001 Pest Initial
- PPP 1002 Customers Relations
- PPP 1003 MOA and Classes
- PPP 1004 Formulations
- PPP 1008 Service Policy and Procedure
- PPP 1009 Materials and Equipment
- PPP 1011 The Basics
- PPP 1012 Basic Entomology
- PPP 1013 Ant Behavior and Biology
- PPP 1016 One Node LA Ants
- PPP 1020 Two Node LA Ants
- ACT 1031 Week One Checklist
- Checklist to Complete: Account Manager Initial Training General Manager Verification for Week One
Week 2
- ACT 1039 Week Two Field Training Assignment
- ACT 1008 Creating Business Opportunities
- ACT 1009 Telephone Basics
- ACT 1010 Using the Telephone to Set Sales Appointments
- ACT 1011 Prepare Thoroughly for Every Call
- ACT 1012 Procedural and Technical Aspects of our Massey Commercial Services
- PPP 1026 Initial Treatments
- PPP 1027 Cockroaches
- PPP 1028 German Cockroaches
- PPP 1029 Expanded and Regular Services
- PPP 1030 Bees and Wasps
- PPP 1031 Spiders and Scorpions
- PPP 1032 Fleas and Ticks
- PPP 1033 Mosquitoes
- PPP 1034 Bed Bugs
- PPP 1035 Stored Product Pests
- PPP 1037 Fabric Pest
- PPP 1038 Occasional Invaders
- PPP 1039 Rodents
- PPP 1040 Flies
- ACT 1013 Using Traditional Mail and Email Effectively
- ACT 1014 Developing Your 30 Second Commercial
- ACT 1015 Using Social Media to Generate More Sales
- ACT 1032 Week Two Checklist
- Checklist to Complete: Account Manager Initial Training General Manager Verification for Week Two
Week 3
- ACT 1040 Week Three Field Training Assignment
- ACT 1016 Introduction to Customer Relationship Management (CRM)
- SAL 1036 Salesforce Commercial
- ACT 1017 Building the Relationship with Your Prospect –The Relating Process
- ACT 1018 The Discovery Process – Qualifying the Opportunity (Part One)
- ACT 1019 How to Perform a Professional Inspection
- ACT 1033 Week Three Checklist
- Checklist to Complete: Account Manager Initial Training General Manager Verification for Week Three
Week 4
- ACT 1041 Week Four Field Training Assignment
- ACT 1020 Qualifying the Opportunity (Part Two) – Budgets & Decision Making
- ACT 1021 Advanced Questioning Techniques and Strategies
- ACT 1022 Developing a Winning Attitude
- ACT 1023 Food Processing/Distribution Service Standards
- ACT 1034 Week Four Checklist
- Checklist to Complete: Account Manager Initial Training General Manager Verification for Week Four
Week 5
- ACT 1042 Week Five Field Training Assignment
- ACT 1024 Presentation – The Advocating Process
- ACT 1025 Closing Strategies, Skills, and Techniques Setting Up the Close
- ACT 1026 Behavior and Technique Development
- ACT 1035 Week Five Checklist
- Checklist to Complete: Account Manager Initial Training General Manager Verification for Week Five
Week 6
- ACT 1043 Week Six Field Training Assignment
- ACT 1027 Account Manager Post-Sale Responsibilities and Opportunities
- ACT 1028 Knowing Your Competition
- ACT 1029 Site Specific Commercial Pest Protocols
- ACT 1030 Your Roadmap to Success
- ACT 1036 Week Six Checklist
- Checklist to Complete: Account Manager Initial Training General Manager Verification for Week Six
Administrative
Duration: 10-15 Days
Administrative training includes all the resources and content needed to effectively manage office tasks, communication, and customer service.
None
None
The Customer Service Specialist Initial Training Program is a 10-day training program that begins on the Team Member’s first day with Massey Services. The training of the New Team member is personally supervised by the Manager
This requires:
- Interaction with the new Team Member every day during the training period.
- Efficient time management. Team Member should spend all their time involved with training activities.
- If not personally training the New Team Member on a specific day, ensure they are assigned to someone that understands it is their responsibility to teach them and meet the learning objectives for the day.
- Ensuring the training is progressing according to schedule.
- Obtaining daily feedback from the New Team Member on the progress of their training and address any concerns they may have.
- Each day, the Manager must spend time with the new Team Member to ensure learning objectives and required activities are being met.
If the new Team Member completes the 10-day training period but is not prepared to work unsupervised, the program should be extended until they are prepared. The Team Member cannot work unsupervised in the field providing service until you are confident, they are trained to perform their job responsibilities and provide excellent customer service.
On their first day, you will sign the Team Member into Massey University and print the required state documents that will be completed by you.
Team Member training will include:
- Issuing the Team Member equipment.
- Classroom training in the service center and field training.
- Following and completing the Virtual Training Checklist which include activities to be completed.
- Having the Team Member complete courses online in Massey University.
- Uploading all the completed state documents into Massey University when Initial Training is completed.
Follow the Program! Under no circumstances should the new Team Member be rushed through the program. How you train the new Team Member in their first few weeks can have a tremendous impact on their success and the quality of service they will provide to our customers.
Initial Training Checklists
All Virtual Training Checklists are available on day one. These checklists are designed to follow coursework completed in Massey University but are available to allow flexibility for field activities based on current production demands.
Follow the schedule as close to the time frame as possible.
Follow the day-by-day course schedule for the Lessons to Complete.
The Lessons are designed to be completed over a set time. DO NOT allow the Team Member to complete more than the assigned lessons each day. Completing too many lessons in one day will greatly affect their ability to learn and retain the information.
Use this day-by-day guide with recommended field checklists to complete after finishing the courses.
All checklists are in the Online CSS Training Checklists module.
Day 1
- P&P 405-A; A Payroll Time Clock
- P&P 341; Overtime
- ADM 1002 Managing Overtime
- ADM 1003 Role and Curriculum Overview
- ADM 1039 Online CSS Training Checklists
- CSS Initial Training: Accounts Receivable & Collections
- CSS Initial Training: Cancellation Requests
- CSS Initial Training: Deposits
- CSS Initial Training: Phones
- CSS Initial Training: Posting Production
- CSS Initial Training: Sales Leads
- CSS Initial Training: Termite and Bait Processes
Day 2
- ADM 1004 Basics of Navigating ServicePro
- ADM 1005 The Scheduler
Day 3
- P&P 107; Service Center Call Book
- ADM 1006 Handling Customer Calls
- ADM 1007 Mitel MiCollab
- ADM 1008 Call Scripts
- Emails, Answering Phones and Scheduling
- Checklist to Complete: CSS Initial Training: Phones
- Checklist to Complete: CSS Initial Training: Cancellation Requests
Day 4
- ADM 1009 Posting and Balancing Production
- Production Log
- ADM 1010 Posting and Balancing Production Assessment
- Checklist to Complete: CSS Initial Training: Posting Production
Day 5
- ADM 1011 Deposit – Posting and Balancing
- Posting the Deposit
- ADM 1012 Posting and Balancing Deposit Assessment
- Checklist to Complete: CSS Initial Training: Deposits
Day 6
- ADM 1021 Collections
- P&P 701 and 901; Pest Prevention Collection and Lawn Administration
Day 7
- P&P 1103-B; Lead Log Procedure
- ADM 1022 Lead Log
- Update Lead Log
- Verify Leads
- Balance Leads
- Print DCIRs
Day 8
- ADM 1023 Lead Log Assessment
- ADM 1031 Termite and Bait Processes
- Renewal and Schedule Inspection Calls
- Checklist to Complete: CSS Initial Training: Sales Leads
- Checklist to Complete: CSS Initial Training: Termite and Bait Processes
Day 9
- ADM 1032 Termite and Bait Renewal Processes Assessment
- ADM 1034 A Message to Garcia
Day 10
- Collection Calls Day 10
- Checklist to Complete: CSS Initial Training: Accounts Receivable & Collections
The Office Manager Initial Training Program is a 15-day training program that begins on the Team Member’s first day with Massey Services. The training of the New Team member is personally supervised by the Manager
This requires:
- Interaction with the new Team Member every day during the training period.
- Efficient time management. Team Member should spend all their time involved with training activities.
- If not personally training the New Team Member on a specific day, ensure they are assigned to someone that understands it is their responsibility to teach them and meet the learning objectives for the day.
- Ensuring the training is progressing according to schedule.
- Obtaining daily feedback from the New Team Member on the progress of their training and address any concerns they may have.
- Each day, the Manager must spend time with the new Team Member to ensure learning objectives and required activities are being met.
If the new Team Member completes the 15-day training period but is not prepared to work unsupervised, the program should be extended until they are prepared. The Team Member cannot work unsupervised in the field providing service until you are confident, they are trained to perform their job responsibilities and provide excellent customer service.
On their first day, you will sign the Team Member into Massey University and print the required state documents that will be completed by you.
Team Member training will include:
- Issuing the Team Member equipment.
- Classroom training in the service center and field training.
- Following and completing the Virtual Training Checklist which include activities to be completed.
- Having the Team Member complete courses online in Massey University.
- Uploading all the completed state documents into Massey University when Initial Training is completed.
Follow the Program! Under no circumstances should the new Team Member be rushed through the program. How you train the new Team Member in their first few weeks can have a tremendous impact on their success and the quality of service they will provide to our customers.
Initial Training Checklists
All Virtual Training Checklists are available on day one. These checklists are designed to follow coursework completed in Massey University but are available to allow flexibility for field activities based on current production demands.
Follow the schedule as close to the time frame as possible.
Follow the day-by-day course schedule for the Lessons to Complete.
The Lessons are designed to be completed over a set time. DO NOT allow the Team Member to complete more than the assigned lessons each day. Completing too many lessons in one day will greatly affect their ability to learn and retain the information.
Use this day-by-day guide with recommended field checklists to complete after finishing the courses.
All checklists are in the Admin Initial Training Checklists module.
Day 1
- P&P 405-A; A Payroll Time Clock
- P&P 341; Overtime
- ADM 1002 Managing Overtime
- ADM 1003 Role and Curriculum Overview
- Petty Cash
- Online Admin Training Checklists
- ADM 1038 Admin Initial Training – Office Manager Checklists
- Admin Initial Training: Accounts Payable
- Admin Initial Training: Accounts Receivable & Collections
- Admin Initial Training: Cancellation Requests
- Admin Initial Training: Claims Reporting
- Admin Initial Training: Daily Operations Report (DOR)
- Admin Initial Training: Deposits
- Admin Initial Training: Human Resources
- Admin Initial Training: Month-end Processing
- Admin Initial Training: Payroll
- Admin Initial Training: Phones
- Admin Initial Training: Posting Production
- Admin Initial Training: Processing New Sales
- Admin Initial Training: Sales Leads
- Admin Initial Training: Termite and Bait Processes
Day 2
- ADM 1004 Basics of Navigating ServicePro
- ADM 1005 The Scheduler
- ADM 1006 Handling Customer Calls
- ADM 1007 Mitel MiCollab
- ADM 1008 Call Scripts
Day 3
- ADM 1009 Posting and Balancing Production
- P&P 107; Service Center Call Book
- Emails, Answering Phones and Scheduling
- Checklist to Complete: Admin Initial Training: Phones
- Checklist to Complete: Admin Initial Training: Cancellation Requests
Day 4
- Production Log
- ADM 1010 Posting and Balancing Production Assessment
- ADM 1011 Deposit – Posting and Balancing
- Checklist to Complete: Admin Initial Training: Posting Production
Day 5
- Balancing the Deposit Log
- Posting the Deposit
- ADM 1012 Posting and Balancing Deposit Assessment
- Checklist to Complete: Admin Initial Training: Deposits
- ADM 1013 Creating New Customer Accounts and Programs
- ADM 1014 Pest Programs
- ADM 1015 GreenUp Programs
- ADM 1016 Termite and Bait Programs
Day 6
- Enter New Sales
- Checklist to Complete: Admin Initial Training: Processing New Sales
- ADM 1017 Creating New Customer Accounts and Programs Assessment
- ADM 1018 DOR & Backlog Summary
- ADM 1019 Daily Operations Report
Day 7
- Prepare DOR and Backlog
- Balance DOR
- ADM 1020 Daily Operations Report Assessment
- Checklist to Complete: Admin Initial Training: Daily Operations Report (DOR)
- ADM 1021 Collections
- P&P 701 and 901; Pest Prevention Collection and Lawn Administration
Day 8
- P&P 1103-B; Lead Log Procedure
- ADM 1022 Lead Log
- Print DCIRs
Day 9
- Verify Leads
- Balance Leads
- Update Lead Log
- Update Sales Recap
- ADM 1023 Lead Log Assessment
- Checklist to Complete: Admin Initial Training: Sales Leads
- ADM 1031 Termite and Bait Processes
- Renewal and Schedule Inspection Calls
Day 10
- ADM 1032 Termite and Bait Renewal Processes Assessment
- Checklist to Complete: Admin Initial Training: Termite and Bait Processes
- ADM 1024 Accounts Payable
- Complete Aps
- Collection Calls Day 10
Day 11
- Collection Calls Day 11
- ADM 1025 Accounts Payable Assessment
- Checklist to Complete: Admin Initial Training: Accounts Payable
- ADM 1026 Payroll
- Checklist to Complete: Admin Initial Training: Payroll
- ADM 1027 Human Resources
- ADM 1028 Human Resource Assessment
- Checklist to Complete: Admin Initial Training: Human Resources
Day 12
- ADM 1029 Month End Process
- ADM 1030 Month End Assessment
- Checklist to Complete: Admin Initial Training: Month-end Processing
- Collection Calls Day 12
Day 13
- ADM 1033 Claims
- Checklist to Complete: Admin Initial Training: Claims Reporting
Day 14
- Collection Calls Day 14
- Checklist to Complete: Admin Initial Training: Accounts Receivable & Collections
Day 15
- Petty Cash Key and Petty Cash Reconciled
- ADM 1034 A Message to Garcia
- ADM 1035 OM Daily Schedule
Pest: Commercial
Duration: 10 Days
Commercial pest training includes all the resources and content needed to effectively manage pest control in business environments.
Licensing Information
Please refer to your state’s licensing policy for full details.
All applications and verification forms must be filled out using the team member’s name exactly as it appears in Workday.
GreenPro
Learning & Development will create the team member’s GreenPro account and send you an email with their login credentials. Do not create a GreenPro account on your own.
The Pest Commercial Initial Training Program is a 10-day training program that begins on the Team Member’s first day with Massey Services. The training of the New Team member is personally supervised by the Manager.
This requires:
- Interaction with the new Team Member every day during the training period.
- Efficient time management. Team Member should spend all their time involved with training activities.
- If not personally training the New Team Member on a specific day, ensure they are assigned to someone that understands it is their responsibility to teach them and meet the learning objectives for the day.
- Ensuring the training is progressing according to schedule.
- Obtaining daily feedback from the New Team Member on the progress of their training and address any concerns they may have.
- Each day, the Manager must spend time with the new Team Member to ensure learning objectives and required activities are being met.
If the new Team Member completes the 10-day training period but is not prepared to work in the field unsupervised, the program should be extended until they are prepared. The Team Member cannot work unsupervised in the field providing service until you are confident, they are trained to perform their job responsibilities and provide excellent customer service.
On their first day, you will sign the Team Member into Massey University and print the required state documents that will be completed by you.
Team Member training will include:
- Issuing the Team Member equipment.
- Classroom training in the service center and field training.
- Following and completing the Virtual Training Checklist which include activities to be completed.
- Having the Team Member complete courses online in Massey University.
- Uploading all the completed state documents into Massey University when Initial Training is completed.
Follow the Program! Under no circumstances should the new Team Member be rushed through the program. How you train the new Team Member in their first few weeks can have a tremendous impact on their success and the quality of service they will provide to our customers.
Initial Training Checklists
All Virtual Training Checklists are available on day one. These checklists are designed to follow coursework completed in Massey University but are available to allow flexibility for field activities based on current production demands.
Follow the schedule as close to the time frame as possible.
Follow the day-by-day course schedule for the Lessons to Complete.
The Lessons are designed to be completed over a set time. DO NOT allow the Team Member to complete more than the assigned lessons each day. Completing too many lessons in one day will greatly affect their ability to learn and retain the information.
⚠ Exception: there may be days during the training period that keeps the Team Member from going to the field to train. On these exceptions, the Team Member may complete more than a day’s allotted lessons. However, the Team Member should not be allowed to complete more than two (2) days of allotted lessons in any one day.
Use this day-by-day guide with recommended field checklists to complete after finishing the courses.
Day 1
- PPP 1057 Pest Prevention Initial Training Verification Checklists
- Pest Prevention Initial Training Day 1 Checklist (Complete on Day 1)
- Pest Prevention Tools and Equipment Checklist
- Product Label Comprehension and Application Checklist
- Pest Prevention Initial Service Checklist
- Pest Prevention Daily Activities Checklist
- PPP 1001 Pest Initial
- PPP 1002 Customers Relations
- SAF 1001 Using Pesticides Safely
- SAF 1002 General Safety
- SAF 1003 Allergies & Bites
- SAF 1004 Workplace Dangers
- SAF 1011 Safe Driver Improvement Course Initial
Day 2
- PPP 1003 MOA and Classes
- PPP 1004 Formulations
- PPP 1005 Labels and SDS
- Checklist to Complete: Product Label Comprehension and Application Checklist
Day 3
- PPP 1009 Materials and Equipment
- Checklist to Complete:Pest Prevention Tools and Equipment Checklist
Day 4
- PPP 1012 Basic Entomology
- PPP 1013 Ant Behavior and Biology
- PPP 1014 Ants
Day 5
- PPP 1027 Cockroaches
- PPP 1028 German Cockroaches
- PPP 1030 Bees and Wasps
- PPP 1031 Spiders and Scorpions
Day 6
- PPP 1032 Fleas and Ticks
- PPP 1033 Mosquitoes
- PPP 1034 Bed Bugs
- PPP 1035 Stored Product Pests
Day 7
- PPP 1037 Fabric Pest
- PPP 1038 Occasional Invaders
- PPP 1039 Rodents
- PPP 1040 Flies
Day 8
- PPP 1054 Wendy’s Pest Program
- PPP 1055 Commercial Kitchen Pest Prevention Procedures
- Checklist to Complete: Pest Prevention Daily Activities Checklist
- Checklist to Complete: Pest Prevention Initial Service Checklist
Day 9
- Field training
Day 10
- Field training
Pest: Residential
Duration: 10 Days
Residential pest training includes all the resources and content necessary for effectively managing pest issues in home settings.
Licensing Information
Please refer to your state’s licensing policy for full details.
All applications and verification forms must be filled out using the team member’s name exactly as it appears in Workday.
GreenPro
Learning & Development will create the team member’s GreenPro account and send you an email with their login credentials. Do not create a GreenPro account on your own.
The Pest Residential Initial Training Program is a 10-day training program that begins on the Team Member’s first day with Massey Services. The training of the New Team member is personally supervised by the Manager.
This requires:
- Interaction with the new Team Member every day during the training period.
- Efficient time management. Team Member should spend all their time involved with training activities.
- If not personally training the New Team Member on a specific day, ensure they are assigned to someone that understands it is their responsibility to teach them and meet the learning objectives for the day.
- Ensuring the training is progressing according to schedule.
- Obtaining daily feedback from the New Team Member on the progress of their training and address any concerns they may have.
- Each day, the Manager must spend time with the new Team Member to ensure learning objectives and required activities are being met.
If the new Team Member completes the 10-day training period but is not prepared to work in the field unsupervised, the program should be extended until they are prepared. The Team Member cannot work unsupervised in the field providing service until you are confident, they are trained to perform their job responsibilities and provide excellent customer service.
On their first day, you will sign the Team Member into Massey University and print the required state documents that will be completed by you.
Team Member training will include:
- Issuing the Team Member equipment.
- Classroom training in the service center and field training.
- Following and completing the Virtual Training Checklist which include activities to be completed.
- Having the Team Member complete courses online in Massey University.
- Uploading all the completed state documents into Massey University when Initial Training is completed.
Follow the Program! Under no circumstances should the new Team Member be rushed through the program. How you train the new Team Member in their first few weeks can have a tremendous impact on their success and the quality of service they will provide to our customers.
Initial Training Checklists
All Virtual Training Checklists are available on day one. These checklists are designed to follow coursework completed in Massey University but are available to allow flexibility for field activities based on current production demands.
Follow the schedule as close to the time frame as possible.
Follow the day-by-day course schedule for the Lessons to Complete.
The Lessons are designed to be completed over a set time. DO NOT allow the Team Member to complete more than the assigned lessons each day. Completing too many lessons in one day will greatly affect their ability to learn and retain the information.
⚠ Exception: there may be days during the training period that keeps the Team Member from going to the field to train. On these exceptions, the Team Member may complete more than a day’s allotted lessons. However, the Team Member should not be allowed to complete more than two (2) days of allotted lessons in any one day.
This day-by-day guide details the required online service training courses, field training checklists, and any licensing and certification documents. Use it to monitor progress and ensure timely completion of each item. Upload completed files as scheduled.
Day 1
- LIC 3000 Licensing Application Authorization
- LIC 3001 State Licensing Applications: Pest Residential 🔼
- What do you submit for your team member?
- FL = Florida Licensing Packet
- GA = Georgia Employee Registration Exam Report.
- Note: For Georgia only! This is submitted in the final week!
- All Other States = Nothing
- What do you submit for your team member?
- PPP 1001 Pest Initial
- PPP 1002 Customers Relations
- SAF 1001 Using Pesticides Safely
- SAF 1002 General Safety
- SAF 1003 Allergies & Bites
- SAF 1004 Workplace Dangers
- SAF 1011 Safe Driver Improvement Course Initial
- ✅CHK 2008 Pest Prevention Initial Field Training Checklists
- Checklist Section to Complete: Section 1 – Day 1
Day 2
- PPP 1003 MOA & Classes
- PPP 1004 Formulations
- PPP 1005 Labels & SDS
- ✅CHK 2008 Pest Prevention Initial Field Training Checklists
- Checklist Section to Complete: Section 2 – Label Comprehension & Application
Day 3
- PPP 1008 Service Policy & Procedure
- PPP 1009 Materials & Equipment
- PPP 1011 The Basics
- ✅CHK 2008 Pest Prevention Initial Field Training Checklists
- Checklist Section to Complete: Section 3 – Tools & Equipment
Day 4
- PPP 1012 Basic Entomology
- PPP 1013 Ant Behavior & Biology
- PPP 1014 Ants
- PPP 1026 Initial Treatments
- ✅CHK 2008 Pest Prevention Initial Field Training Checklists 🔼
- Checklist Section to Complete: Section 4 – Daily Activities
- Checklist Section to Complete: Section 5 – Initial Service
- Upload the completed checklist!
Day 5
- PPP 1027 Cockroaches
- PPP 1028 German Cockroaches
- PPP 1029 Expanded & Regular Services
- PPP 1030 Bees & Wasps
- PPP 1031 Spiders & Scorpions
- NPMA Green Pro: Begin Coursework
Day 6
- PPP 1032 Fleas & Ticks
- PPP 1033 Mosquitoes
- PPP 1034 Bed Bugs
- PPP 1035 Stored Product Pests
- PPP 1036 Growing your Route
- NPMA Green Pro: Continue Coursework
Day 7
- PPP 1037 Fabric Pest
- PPP 1038 Occasional Invaders
- PPP 1039 Rodents
- PPP 1040 Flies
- NPMA Green Pro: Continue Coursework/Take Exam
- LIC 1008 NPMA GreenPro Certificate Upload 🔼
Day 8
- Field training
Day 9
- Field training
Day 10
- LIC 3101 State Training Record Verification: Pest Residential 🔼
- What do you submit for your team member?
- FL = FDACS 13665 Verification Record of Initial Employee Training Form
- GA = Georgia SPCC Pre-Examination Training Form
- TX = Texas 37084 Verifiable Training Record Checklist
- All Other States = Nothing
- What do you submit for your team member?
- Georgia team members only!
- LIC 3013 State Licensing Applications: Pest Residential 🔼
- Georgia Employee Registration Exam Report
- LIC 3013 State Licensing Applications: Pest Residential 🔼
- Field training
Residential Sales
Duration: 4 Weeks
Residential sales training includes all the resources and content needed for effective customer engagement and sales techniques.
Licensing Information
Please refer to your state’s licensing policy for full details.
All applications and verification forms must be filled out using the team member’s name exactly as it appears in Workday.
GreenPro
Learning & Development will create the team member’s GreenPro account and send you an email with their login credentials. Do not create a GreenPro account on your own.
The Residential Sales Initial Training Program is a four-week, skill-based program that begins on the Team Member’s first day with Massey Services. As the General Manager (or designated trainer), you are responsible for personally supervising the program to ensure the new Sales Inspector develops the knowledge, skills, and confidence required to represent Massey as a trusted professional.
Your Responsibilities
- Daily Interaction: Spend dedicated time with the new Team Member each day. This is essential for reinforcing learning, modeling professional behaviors, and providing timely feedback.
- Guided Development: Training is more than “shadowing.” Each ride-along, role-play, or field activity must have a purpose. Use the Trainer Guide activities, single-point rubrics, and sales documents to structure learning and provide meaningful coaching.
- Accountability: Ensure daily tasks (DSAR completion, role-plays, coursework, guided activities, etc.) are completed. Weekly checklists must be submitted with required comments and feedback.
- Delegation: If you are not personally training the Team Member on a given day, assign them to someone prepared to teach and reinforce the day’s learning objectives. Follow up to confirm objectives were met.
- Feedback & Coaching: Collect feedback from the Team Member on their progress, address concerns, and document observations in the LMS checklists. Use open-ended prompts rather than yes/no confirmations to guide reflection.
- Progression: Training moves from observation → guided practice → independent performance. Do not advance the trainee until they demonstrate readiness, especially in customer-facing activities.
Training Expectations & Standards
- No Shortcuts: Under no circumstances should the program be rushed or condensed. The program is designed for 4 weeks and must be followed.
- Skill Practice: Ensure the trainee is role-playing and applying all 8 Steps of the Sales Process daily, with service themes layered in as scheduled.
- Field Integration: Layer field training and guided fieldwork activities onto existing ride-alongs to maximize relevance and efficiency.
- Checklists: Manager checklists must be completed, with required comments documented and any uploaded items attached. These serve as the formal record of training.
- Massey University Coursework: Ensure trainees stay on pace. Do not allow them to complete more than what is assigned in a given week.
Tools & Resources
- Trainer Resource Guide: Designed to help you accomplish every checklist item and support you at every level. It provides guidance from the high-level overview of each week down to the minute details of activities, giving structure and confidence to trainers who need support and offering depth for those looking to expand their training abilities.
- Learner Workbook:Provides worksheets, guided notes, and reflection activities to structure the trainee’s learning.
- Single-Point Rubrics: Used to evaluate role-plays and customer engagement skills objectively.
- Massey University: Online coursework aligned with weekly focus areas.
- Sales Initial Training Manual:Serves as a reference for the 8-Step Sales Process, features and benefits, and service-specific practices.
Final Skill Evaluation Reminder
The Final Skill Evaluation is proctored by a Regional Manager or Sales Director—not by the GM or trainer.
- Manager responsibility: schedule the evaluation, ensure all required materials are ready, and confirm the trainee is prepared.
- The evaluation must be completed before Week 4 ends.
- If the trainee does not pass, a structured retest process will be followed. Training audits occur only after multiple failures.
- Reference the Trainer Resource Guide for more information.
The Training Calendar outlines all required activities for each day and week of the Residential Sales Initial Training Program. It includes online coursework, guided activities, role-plays, field training, and documentation requirements. Trainers are responsible for ensuring every listed item is completed and verified on the corresponding weekly checklists, and all skill evaluations are completed on time and correctly.
Download or print your relevant training calendar directly from this page to use as your daily guide.
Appendix of Coursework for Residential Sales Initial Training
Licensing & Regulatory Item
- LIC 3000 Licensing Application Authorization
- LIC 3005 State Licensing Applications: Residential Sales 🔼
- What do you submit for your team member?
- FL = Florida Licensing Packet
- GA = Georgia Employee Registration Exam Report.
- Note: For Georgia only! This is submitted in the final week!
- All Other States = Nothing
- What do you submit for your team member?
- LIC 3105 State Training Record Verification: Residential Sales 🔼
- What do you submit for your team member?
- FL = FDACS 13665 Verification Record of Initial Employee Training Form
- GA = Georgia SPCC Pre-Examination Training Form
- TX = Texas 37084 Verifiable Training Record Checklist
- All Other States = Nothing
- What do you submit for your team member?
- LIC 1008 NPMA GreenPro Certificate Upload 🔼
Pest Service Coursework
This module includes all coursework required for pest-focused training for Sales Inspectors.
- PPP 1001 Pest Initial
- PPP 1011 The Basics
- PPP 1012 Basic Entomology
- PPP 1013 Ant Behavior & Biology
- PPP 1027 Cockroaches
- PPP 1029 Expanded & Regular Services
- PPP 1030 Bees & Wasps
- PPP 1031 Spiders & Scorpions
- PPP 1039 Rodents
Termite Service Coursework
This module includes all coursework required for termite-focused training for Sales Inspectors.
- TRM 1003 Termites
- TRM 1004 Other Wood Destroying Insects
- TRM 1008 Conducive Conditions
- TRM 1009 WDO Inspections
- TRM 1010 Renewal Inspections
- TRM 1015 Conventional Treatments for Sub Termites
- TRM 1016 Baiting Program
- TRM 1017 Total Coverage
- TRM 1018 Fumigation
Lawn Service Coursework (Only assigned to service centers which sell lawn)
This module includes all coursework required for lawn-focused training for Sales Inspectors.
- LWN 1001 Turfgrass
- LWN 1002 Fertilizers
- LWN 1004 Mowing & Irrigation
- LWN 1006 Managing Turfgrass Pests Insects
- LWN 1008 Trees & Shrubs
- LWN 1009 Managing Ornamental Plant Pests & Insects
- LWN 1012 Initial Service Protocol
The final evaluation for new sales inspectors must be proctored by a regional manager, not the individual who provided the training.
To allow all parties time to prepare and the regional manager to review the necessary documents, please make arrangements for the evaluation at least three business days in advance.
Refer to page 254 of the Trainer Resource Guide for more information on beginning to prepare for the final evaluation. You can also review the lesson on assessments in TRN 1005.
Termite
Duration: 15 Days
Termite training includes all the resources and content necessary for managing termite control services effectively.
Licensing Information
Please refer to your state’s licensing policy for full details.
All applications and verification forms must be filled out using the team member’s name exactly as it appears in Workday.
The Termite Initial Training Program is a 15-day training program that begins on the Team Member’s first day with Massey Services. The training of the New Team member is personally supervised by the Manager.
This requires:
- Interaction with the new Team Member every day during the training period.
- Efficient time management. Team Member should spend all their time involved with training activities.
- If not personally training the New Team Member on a specific day, ensure they are assigned to someone that understands it is their responsibility to teach them and meet the learning objectives for the day.
- Ensuring the training is progressing according to schedule.
- Obtaining daily feedback from the New Team Member on the progress of their training and address any concerns they may have.
- Each day, the Manager must spend time with the new Team Member to ensure learning objectives and required activities are being met.
If the new Team Member completes the 10-day training period but is not prepared to work in the field unsupervised, the program should be extended until they are prepared. The Team Member cannot work unsupervised in the field providing service until you are confident, they are trained to perform their job responsibilities and provide excellent customer service.
On their first day, you will sign the Team Member into Massey University and print the required state documents that will be completed by you.
Team Member training will include:
- Issuing the Team Member equipment.
- Classroom training in the service center and field training.
- Following and completing the Virtual Training Checklist which include activities to be completed.
- Having the Team Member complete courses online in Massey University.
- Uploading all the completed state documents into Massey University when Initial Training is completed.
Follow the Program! Under no circumstances should the new Team Member be rushed through the program. How you train the new Team Member in their first few weeks can have a tremendous impact on their success and the quality of service they will provide to our customers.
Initial Training Checklists
All Virtual Training Checklists are available on day one. These checklists are designed to follow coursework completed in Massey University but are available to allow flexibility for field activities based on current production demands.
Follow the schedule as close to the time frame as possible.
Follow the day-by-day course schedule for the Lessons to Complete.
The Lessons are designed to be completed over a set time. DO NOT allow the Team Member to complete more than the assigned lessons each day. Completing too many lessons in one day will greatly affect their ability to learn and retain the information.
⚠ Exception: there may be days during the training period that keeps the Team Member from going to the field to train. On these exceptions, the Team Member may complete more than a day’s allotted lessons. However, the Team Member should not be allowed to complete more than two (2) days of allotted lessons in any one day.
Use this day-by-day guide with recommended field checklists to complete after finishing the courses.
Day 1
- TRM 1021 Termite Initial Training Verification Checklists (Reference Courses Below to determine when to complete these checklists)
- Termite Specialist Tools and Equipment Checklist (Complete on Day 1)
- Product Label Comprehension and Application Checklist
- WDO And Reinspection Checklist
- Construction, Inspection, And Conducive Conditions Checklist
- Conventional Treatment or Extended Protection Treatment (EPT)
- Sentricon Termite Bait System Installation And Maintenance Checklist
- Spot Treatment for Drywood Termites and Powder Post Beetles Checklist
- Pretreatment Checklist for New Construction
- SAF 1011 Safe Driver Improvement Course Initial
- TRM 1001 Rules & Regulations
- SAF 1001 Using Pesticides Safely
- SAF 1002 General Safety
- SAF 1003 Allergies & Bites
- SAF 1004 Workplace Dangers
- TRM 1002 Production Expectations
Day 2
- TRM 1003 Termites
- TRM 1004 Other Wood Destroying Insects
Day 3
- TRM 1005 Slab & Foundation Construction
- TRM 1006 Wood Frame and Concrete Walls
- TRM 1007 Dirt Filled Porches, Bath Traps, Brick Veneer
Day 4
- TRM 1008 Conducive Conditions
- TRM 1009 WDO Inspections
- Checklist to Complete: WDO And Reinspection Checklist
- Checklist to Complete: Construction, Inspection, And Conducive Conditions Checklist
Day 5
- TRM 1010 Renewal Inspections
- TRM 1011 Inspection Graphs
Day 6
- TRM 1012 Termidor HE and Other Termiticides
- Checklist to Complete: Product Label Comprehension and Application Checklist
- TRM 1013 Foam Termiticide
Day 7
- TRM 1014 Conventional Soil Treating Equipment
- TRM 1015 Conventional Treatments for Sub Termites
- Checklist to Complete: Conventional Treatment or Extended Protection Treatment (EPT)
Day 8
- TRM 1016 Baiting Program
- Checklist to Complete: Sentricon Termite Bait System Installation and Maintenance Checklist
- TRM 1017 Total Coverage
Day 9
- TRM 1018 Fumigation
- TRM 1019 Spot Treatments
- Checklist to Complete: Spot Treatment for Drywood Termites and Powder Post Beetles Checklist
- TRM 1033 Sentricon U Certification & Certificate Upload
Day 10
- TRM 1020 Pretreatments
- TRM 1027 Bora-Care Pretreatments
- Checklist to Complete: Pretreatment Checklist for New Construction
- TRM 1028 Bora-Care Pretreatment Verification Form Upload
- TRM 1022 Service Reports: Bait Installations
- TRM 1023 Service Reports: Bait Monitoring
- TRM 1024 Service Reports: Conventional Treatments
- LIC 1004 Georgia Pre-Examination Training Form Upload
- LIC 1005 Georgia Employee Registration Exam Verification Form Upload
Day 11
- Field training
Day 12
- Field training
Day 13
- Field training
Day 14
- Field training
Day 15
- Field training
Document Management During Initial Training
Throughout your trainee’s initial training, you’ll need to print, complete, and upload various documents. Here’s how to stay organized and compliant:
- 🖨️ Printable items are available in the Printable Resources of each training program.
- 💻 Digitally populated forms (to be printed after completion) are in the Online Resources; linked directly to the training form on the Massy Intranet.
- 🔼 Items requiring upload are marked with this symbol in the Training Guide to help you identify them quickly.
Uploading Documents
All completed documents must be uploaded to the Initial Training Paperwork Upload Portal on the Massey Intranet. Before uploading, please ensure each document is:
- Fully completed
- Accurate
- Clearly legible
Once submitted, Learning & Development will review the document and mark the task as complete in Workday. If there’s an issue, you’ll receive an email detailing what needs to be corrected.
⚠️ Initial training cannot be finalized until all required training and regulatory documents are marked complete.