Sales reps on boarding

Beata Clasp Sales Rep Onboarding Portal

We’re excited to have you join our mission to improve patient safety through the Beata Clasp and the Line Management Awareness Program. Please follow the steps below to get fully set up and ready to make your first sale.

✅ Step 1: Download and Complete Required Sales Forms

To get started, please download and complete the Commission Sales Agreement Contract, along with the appropriate tax form below:

U.S.-Based Reps: Complete the 1099 Independent Contractor Agreement
International Reps: Complete the W-8BEN Form (for our records only, not submitted to the IRS)

📄 Download Commission Sales Agreement Contract

📄 Download W-8BEN Form (International Reps) + Quick Instructions

📄 Download 1099 Form (U.S. Reps)

✅ Step 2: Set Up Commission Payment

Fill out your preferred Commission Payment Setup Form
You can list multiple payment methods as backups

🔗 Commission Payment Form

✅ Step 3: Get Your Email Set Up

We’ll create a custom Zoho email address for you (e.g., firstname@beataclasp.com)
This will keep your professional communication aligned with our brand

Please submit your preferred display name and personal backup email to contact@beataclasp.com.

✅ Step 4: Order Your Business Cards (Optional)

Use our Canva template to design your custom cards
After purchase, send us your receipt and we’ll reimburse up to $30

🔗 Access Canva Template

✅ Step 5: Your First Sales Targets

To make your first sale, we recommend reaching out to the following roles at your target facility:

Industrial Hygienist
Patient Safety Officer
Infection Control
Education/Staff Development

Tip: Keep track of your contacts, outreach, and sales in Zoho CRM. This helps us ensure proper credit and support.

🔗 Login to Zoho CRM

✅ Tools & Resources

Sales Rep Manual (Includes Commission Tiers)

Learn about our commission structure, bonus incentives, and product talking points

📄 Download Employee/Sales Manual

📣 Coming Soon

Objections & How to Handle Them – Sales tips and rebuttal techniques
Sales Scripts & Email Templates – For outreach, follow-ups, and thank-you messages
Custom Quote Generator Tool – To easily provide tiered or bundle pricing
Approved Marketing Assets & Flyers – Product flyers, program brochures, and branded visuals
FAQs & How-To Hub – Answers to common questions from prospects

🔗 A shared folder of sales templates and assets will be available shortly!

🔗 Access Current Social Media Hub

Beata Clasp Resource Library Outline

Value Analysis Based Framework

1. Vendor Information & Ordering

Resources for hospital procurement, purchasing, and supply chain departments.

W-9 Form – For vendor onboarding.
Purchase Order Form – Use for direct orders.
Product Brochure – Features, benefits, and ordering details.

Subsection: Distributors

U.S. Distributor Info Sheet – Details for facilities purchasing through U.S.-based reps.
International Sales Sheet – Contact info and process for orders outside the U.S.

2. Implementation & In-Service Tools

Materials for nurse educators, clinical champions, and onboarding teams.

Quick Use Instructions – One-page reference for frontline staff.
Line Organizer Guidelines – Includes cleaning, usage, and placement instructions.
Post-Trial Survey/Feedback Form – For pilot feedback and testimonials.
Sample Hospital Policy: Tubing Misconnection Prevention – Can be used to create or revise internal policies.
Training Skills Checklist – For use of The Beata Clasp medical line organizer
Comprehensive Benefits and Use Presentation – Helps explain ROI and clinical value.

3. Research & Evidence-Based Practice Support

Materials supporting clinical validation and national safety priorities.

Clinical Research Study – Evidence supporting product effectiveness.
ECRI 2025 Top Health Tech Hazards – Highlighting risks of unmanaged lines (#8 on the list).
Regulatory Boards and Compliance Initiatives – Overview of hospitals successfully using Beata Clasp.
Testimonials – Quotes from nurses, leaders, and early adopters.

4. Training & Explainer Videos

Resources for self-guided training and sharing product understanding.

Quick Explainer Video – (non-YouTube Version) See how it works.
Hospital demonstration – (non-YouTube Version) Walkthrough for full usage.
Line Tubing Misconnections & Line Entanglement Awareness (YouTube) – Broader educational content on tubing hazards.

5. Accessories & Product Modifications

Additional or optional tools for enhanced function or customization.

Reusable Zip Tie Option – Instructions and link to purchase/modify.
MSDS Sheet (Material Safety Data Sheet) – For compliance and safety documentation.
Product Variations (coming soon) – Overview of 2-hole, 3-hole, and color-coded units.

6. Connect & Learn More

Resources for teams or individuals who want personalized support, demos, or partnership discussions.

Schedule a Call – Book a time to speak with our team for a personalized overview, implementation support, or distributor inquiry.