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11 Sales Onboarding Templates For Maximum Employee Retention

 

 Sales Onboarding Processes

Studies show that effective employee onboarding improves employee retention by 82%. And this applies to sales onboarding, as well! When considering the average cost of replacing an employee is ~$30,000, you will recognize how vital good onboarding processes are.

Despite this, 88% of organizations don’t onboard well. This is a major problem burning holes in a lot of pockets and a reason why sales onboarding is so important.

In this Process Street article, you’ll learn what sales onboarding is and the benefits good onboarding brings to a business. You will find out key skills to be identified and nurtured during the sales onboarding process before being granted access to Process Street’s Sales Onboarding Checklist for free. This checklist is uniquely designed to help you develop effective sales onboarding processes.

This article has been written to assist in the creation of a leading sales team. To do that we give you our top 11 template resources. You can click on the links below to be directed to these templates, or scroll down to find out more.

  1. Sales Onboarding Checklist
  2. Diversity Hiring Process
  3. Ari Meisel’s How to Streamline the Hiring Process Guide
  4. Code of Conduct Policy Adherence Process
  5. Employee Background Check
  6. Employee Developmental Plan Template
  7. Employee Satisfaction Survey
  8. Performance Management
  9. Performance Review Template
  10. Training Plan Template
  11. Sales Manager Job Description Template

Click on the relevant subheader below to jump to the section of choice. Or, as recommended, scroll down to read all we have to say regarding sales onboarding.

Let’s get started, shall we?
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Podcast: How to Retain Employees via Stay Interviews (with Laura Florin)

Laura Florin is an expert and accomplished people leader with more than 20 years of experience in leveraging people and resources to build strong teams at every level (not to mention being very familiar with the stay interview process).

Now working for Videri, a maker of energy-efficient digital displays, Laura uses her expertise in people and compliance to manage four different onboardings in two countries. 

Laura understands what it takes to not only make new hires feel welcome but also make them feel like they want to stay for a long time. We were lucky enough to sit down with her and pick her brain on all the employee onboarding best practices.

In this episode of The Employee Onboarding Podcast from Process Street, Laura discusses:

  • Onboarding evolution
  • Stay interviews
  • Making HR less scary

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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Tips for Personalized Onboarding to Wow New Hires

personalized onboarding

LeafSpring Schools are experts in early childhood education and childcare with locations in four US states, including Virginia, North Carolina, Texas, and Indiana.

Working with children during some of their most crucial learning years, it’s important that all staff members are onboarded well. That’s why the Preschool Director, Jenna Ward, takes it very seriously.

Having worked with LeafSpring Schools for over a decade with experience as a chief program officer for another educational company in China, Jenna is well aware of the lengths administrators should go to in order for new hires of any culture to feel welcome and get them started on the right foot. 

In this episode of the Employee Onboarding Podcast from Process Street, Jenna discusses:

  • Personalized onboarding
  • Intentionality in designing the onboarding process
  • The little things that make employee onboarding better

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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The E Myth Summary: How to Create a Business That Won’t Fail Immediately

The E Myth Summary

Where did The E Myth Summary come from? Michael E. Gerber is the answer.

And when Michael E. Gerber gives you advice for starting a business you listen to it.

With a career spanning over 40 years and working with hundreds of thousands of companies worldwide, Gerber’s expertise is invaluable to anyone looking to start their own venture. Lucky for us, he’s written several books on the topic, the most famous of which I’ll be summarizing in this post.

This E Myth summary will take the core business tips from Gerber’s work and condense them into a single post. It’s all of the value, proven with examples from companies like Facebook and Zenefits, and it doesn’t need you to spend 40 years to learn it.

In particular, I’ll be covering:

  • Balancing your business personalities
  • Creating a business, not a job
  • Working on your business, not in it
  • Why your business needs systems
  • The idea of your business being your product
  • Motivating employees with the idea behind their work
  • Make topics human to make them interesting

Let’s get started.

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5 Proven AI Marketing Examples to Inspire You

al marketing examples

So, what did you think of the AI-generated title that made you click on this post?

Pretty cool, huh? Yes, I know it’s a gimmick, but AI is everywhere these days. It’s impossible to ignore the conversations, the AI tool testing, and, most horrifyingly, the ethics.

Don’t worry, this isn’t a post about AI ethics. But it is a post about AI case studies.

As we all learn about the potential benefits AI can offer, particularly in business, it’s only natural that we want to see what it all looks like in practice. But let’s narrow the focus down even further. Business is very broad, so let’s put AI marketing under the microscope.

In this post, we are going to look at five different uses of AI in marketing and dissect the case studies to see the effects it has on different areas of marketing.

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Process AI: The Future of Process Management is Here

process ai artificial intelligence process management

For a decade, we’ve been on a mission to revolutionize recurring work. 

We’re proud to have helped teams like Salesforce, MIT, Colliers, and Hartford Healthcare streamline their business operations, and our innovation has attracted funding from renowned investors like Accel, Salesforce Ventures, and Atlassian Ventures. 

We built the world’s easiest-to-use business process management platform, accessible without engineering support. Then we made it available on Slack, Teams, iOS, and Android, empowering teams to work from anywhere with one-click approvals, quick-fill forms, and powerful automations.

Now, we’re excited to announce the next phase of our journey, the evolution of our product from a workflow management tool to an AI-powered process platform. 

Introducing Process AI, a next-gen process management platform powered by AI and ChatGPT.

P.S. We’ve just launched Process AI on Product Hunt, so feel free to support us over there!

In this blog post, we’ll look at:

  • Why traditional process management is hard
  • Process AI: Next-gen process management
  • What Process AI can do
  • The future of process management 
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What is ISO 14000? EMS Basics & Implementation (Environmental Management)

iso 14000

If the United Nations Environment Programme is to be taken seriously, the current generation is the last generation with a realistic chance of kick-starting the processes necessary to halt or reverse the looming global crisis of climate change.

“We are clearly the last generation that can change the course of climate change, but we are also the first generation with its consequences,” Kristalina Georgieva, the CEO of the World Bank.

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Prioritization Matrix 101: What, How & Why? (Free Template)

Prioritization Matrix

As humans, we tend to focus more on the things we need to do than the things we’ve already done. This so-called “Zeigarnik effect”, named after Russian psychologist Bluma Zeigarnik, means our minds are often swimming with all of the tasks, responsibilities, and mental notes that we think we should be focusing on. That’s where Prioritization Matrix can help!

All of these tasks and projects that need doing, this mental to-do list, without a clear hierarchy of importance can make it difficult for us to stay focused and actually get things done.

One way to combat all of this Zeigarnik noise is to note down everything. Make an actual to-do list. Studies have been done, and it has been shown that the very act of noting down tasks can quite simply “make you more effective”.

But, even with a to-do list, before you actually get anything done it’s necessary to have a clear idea of your priorities.

Sounds simple enough, right? Unfortunately, figuring out what to prioritize can be hard. It’s a complicated process that involves weighing up cost against value, effort against time, and for a lot of businesses, will likely involve many different stakeholders.

The solution is to work out a process for determining what to prioritize.

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How to Create a Runbook: A Guide for Sysadmins & MSPs

create a runbook

How do you name a new server, export config data, or fix that one really annoying bug that keeps popping up every 2nd Thursday? Well, create a runbook!

For prepared IT professionals, that information is stored in a runbook. A runbook is a set of standardized documents, references and procedures that explain common recurring IT tasks. Instead of figuring out the same problem time and time again, you can refer to your runbook for an optimal way to get the work done. What’s more, you can also delegate tasks and onboard employees more effectively if you have documentation to train them with.

Whenever you do a task, think of this quote:

“Will you remember how to do these things 6 months from now? I find myself having to re-invent a process from scratch if I haven’t done it in a few months (or sometimes just a few days!). Not only do I reinvent the process, I repeat all my old mistakes and learn from them again. What a waste of time.” — Tom Limoncelli, The Operations Report Card

In short, the less time wasted figuring out how to do a task, the better it’ll be for your business efficiency, productivity, and sanity.

This post will look at:

First, let’s look at two example runbooks to give context on what I’m going to talk about.
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Don’t Micromanage! It Destroys Your Team. Do This Instead

micromanage

“Don’t micromanage!” you may have heard. But what if your team’s errors destroy the business!?

It’s hard watching someone make mistakes, especially if you already know how to avoid them.

Staying silent while they slip up (or even do things in ways you would not) is harder.

That doesn’t mean you have an excuse to micromanage them.

Micromanagement is the ultimate controlling management style. It’s demoralizing and counter-intuitive, as the desire for control to make sure everything goes to plan only creates more problems in the long term.

That’s why in this Process Street article, we’ll be looking at the following:

Let’s get started.
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