Templates
Sales
Sales Onboarding Checklist

Sales Onboarding Checklist

Hiring and training new sales representatives for success.
1
Introduction:
2
Record checklilst details
3
Before the first day:
4
Prepare paperwork
5
Approval: Employee paperwork
6
Discuss role, goals and projects with supervisor
7
Prepare employee's workstation
8
Give access to any tools they will need
9
Create accounts
10
Assign required reading
11
Prepare benefits package
12
Provide a job description with responsibilities
13
Make sure new rep's email account is accessible
14
Document your sales processes
15
First day:
16
Welcome to the team
17
Send an introductory email
18
Tour of the office
19
Assign training material
20
Explain your expectations
21
Induct into the company's culture
22
Assign a mentor
23
Take out to lunch
24
First week:
25
Conduct product and service training
26
Train your new hire on how to use your CRM
27
Assign first project
28
Approval: First project
29
Conduct call reviews
30
Provide a sales process overview
31
Train your reps on how your company handles prospecting
32
Walk through your buyer personas
33
Provide a competitive analysis
34
Hold technical training
35
Practice negotiating and common object handling
36
Offer onboarding training when applicable
37
Explain expectations for the following month
38
Meet to check over the paperwork
39
First month:
40
Plan check-in meetings
41
Explain long-term goals
42
Provide reading material for personal growth
43
Encourage them to socially interact with the team
44
Review the onboarding process over the next 60 days
45
Sources:
46
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