Sales onboarding

Phase 5 checklist for new team members. Served from /phase5/sales/onboarding.

1. CRM & dashboards
   Access Market, Pipeline, Competitors, Clients, and Regulatory views; confirm map token / API URL.
2. Ideal client profile
   Read `config/ideal_client_profile.yaml` and confirm region name hints match property.region data.
3. Playbooks 1–7
   Understand trigger → playbook mapping; use sequence enrollments for follow-up timing.
4. Outreach guardrails
   CASL / Law 25: physical address in email, unsubscribe, `do_not_contact` respected.
5. Lead score calibration
   Pipeline closed_won / closed_lost labels feed weekly self-tuning weights (Celery phase5-calibrate-weekly).
6. Referral partners
   Each partner has a portal token URL for lead stats; track referrals in CRM.