A first-week checklist for new joiners in real estate developers

A new sales executive walks into the sales gallery on Monday. The channel partner at the front desk asks him for the cost sheet of Tower B, 3 BHK east-facing. He has never seen the unit matrix. The booking form is in a drawer. The senior is on a site visit with a buyer. By Friday the executive has quoted a floor rise charge that the finance team had withdrawn two weeks earlier.

Developers hire sales, site, liaison, accounts and customer-care staff who must all speak from the same set of facts. Below is a first-week sheet cut for each of them, plus a note on running it. The sector context is on the real estate developer hub.

Day 1: project walk with a senior, from boundary stone to sales gallery to the model flat
Day 1: faces and names: project head, site engineer, sales manager, CRM desk, accounts, liaison clerk, customer care
Day 2: the current price list, payment plan options, discount authority and who may approve what
Day 2: expression-of-interest form, token cheque receipt, allotment letter, sale agreement draft and demand letter, each shown filled in
Day 3: the unit matrix or inventory chart, with status colours and how they are updated
Day 4: the CRM: lead entry, site visit tags, follow-up reminders, lost-lead reasons
Day 5: complaint route: who receives a buyer's snag list and who answers it, in how many days
Day 5: a candid chat with the reporting manager about what is still foggy

Day 2: shadow two site visits, then run one with the senior watching
Day 3: channel partner rules: walk-in registration, brokerage sheet, clash over who brought the lead
Day 4: what may not be promised: possession date, appreciation, loan approval
Day 5: practise the cost sheet explanation aloud, line by line

Day 1: safety induction: helmet, gumboots, harness at the slab edge, mesh barricade, first-aid point
Day 2: drawing set, BOQ extract and the monthly work plan for this tower
Day 3: shuttering and rebar check, RMC slump test, cube register, curing chart; who signs the pour card
Day 4: gate pass for cement and steel, store ledger, the contractor's labour muster, tile and plumbing sample approvals
Day 5: snag list format and the handover inspection sequence

The reporting manager keeps the page in a folder on his desk. The joiner signs beside a line once it has been shown. HR or the project head does a fifteen-minute review on day six. After a quarter, lay all sheets side by side. The lines skipped most often are the complaint route and the discount authority.

• Carpet area, built-up area and super built-up area, and which one the price list quotes.
• Floor rise, preferred location charge, club membership, corpus fund and covered parking: the add-ons on a cost sheet.
• Construction-linked plan versus down payment plan versus subvention offer.
• Soft launch, pre-launch and EOI: what a buyer has actually paid for at each stage.
• Snag, punch list, OC and possession letter: words that decide when a flat is truly ready.

A buyer decides in a few meetings. A wrong figure on a cost sheet, or an offhand promise on possession, can turn into a refund fight months later. Week one costs least for teaching the limits. Sit each new executive with a senior who retells the last bad case, names withheld, and what it taught. Then write the executive's limits into his job description; the role page for apartment developers shows one way.

Liaison staff chase sanction letters, khata transfers, power connection files and the occupancy paper. Teach them on day two which counter, which clerk and which folder number matter. Accounts joiners learn the demand letter cycle against construction stage: plinth, slab, brick work, plaster, finishing. Customer-care joiners learn the snag list and the possession kit: key, society welcome pack, meter reading, warranty booklet. A person who has seen a buyer's face at possession writes a better reply to a complaint.

A plotted layout adds items: the layout approval map, plot numbering, boundary pegs, road widths, and the demarcation visit with the buyer. Villa developers add the finish schedule, the customisation form and the change-order log. Put these on the sheet where they apply, and drop what does not. Do not make the sheet longer than a single page per role.

1. 1

   Print the sheet per role

   Three or four versions at most. One page each.

2. 2

   Brief the manager first

   A manager unaware of the sheet will never tick it.

3. 3

   Fix the review day

   Day six, at the joiner's own desk in the project office.

4. 4

   Collect and learn

   Every quarter, list which lines were skipped and why, then redesign them.

Site roles and sales roles are measured differently, and the performance notes for apartment developers explain how to set the yardsticks. The sheet also plugs into our wider onboarding process work.

For a sheet cut to your own projects, list your roles on the requirements page.