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Managed IT Services Sales Specialist Onboarding

Introductory meeting with the team and personalized tour of the office facilities

Introduction to company's vision, mission and values

Understanding the job-role and responsibilities

Training session on company's product and services

Providing access and walkthrough of internal IT systems

Understanding customer base and sales strategy

Product knowledge test

Approval: Product Knowledge Test

Introduction to protocols related to customer service and confidentiality

Review of policies, procedures, and guidelines on the IT Services Sales Specialist role

Hands-on practice sessions or simulation trainings for sales pitch

Approval: Sales Pitch Practice Session

Meet-and-greet with existing and another new clients

Shadowing senior sales specialists on client meetings

Understanding the process of reporting and record maintenance

Discussions on sales targets and KPIs

KPIs and job-role clarity test

Approval: KPIs And Job-role Clarity Test

Final debrief and any remaining questions

Assigning first set of tasks to the new hire

Introductory meeting with the team and personalized tour of the office facilities

Welcome to the company! In this task, you will have an introductory meeting with the team and receive a personalized tour of the office facilities. This will help you feel welcomed and get familiarized with your new working environment. It's a great opportunity for you to meet your colleagues and learn about their roles and responsibilities. At the end of this task, you should have a clear understanding of the office layout and facilities available to you.

Team Member

Introduction to company's vision, mission and values

In this task, you will learn about our company's vision, mission, and values. Understanding these core pillars is essential for aligning your goals and actions with the company's overall objectives. Here, you will find out how your role contributes to the bigger picture, and how your work will help us achieve our mission. Take some time to reflect on how our values resonate with your own personal beliefs and how you can embody them in your daily work.

Describe how our values resonate with your own beliefs.

How can you embody our values in your work?

Understanding the job-role and responsibilities

In this task, you will gain an understanding of your job-role as a Managed IT Services Sales Specialist. You will learn about the key responsibilities associated with your position, including the expectation to generate sales leads, build and maintain relationships with clients, and achieve sales targets. It is important to familiarize yourself with the expectations of your role to ensure success and contribute to the growth of the company.

What excites you the most about your job-role as an IT Services Sales Specialist?

Training session on company's product and services

To excel in your role, you will need a deep understanding of our company's products and services. In this task, you will attend a training session where you will learn about various aspects of our offerings, such as features, benefits, and competitive advantages. This knowledge will enable you to confidently communicate with clients, understand their needs, and propose appropriate solutions. Pay close attention and actively engage in the training to maximize your learning experience.

Select the training session date

1

Monday
2

Tuesday
3

Wednesday
4

Thursday
5

Friday

Which aspects of the products and services are you most interested in learning about?

1

Features
2

Benefits
3

Competitive advantages
4

Use cases
5

Pricing

Providing access and walkthrough of internal IT systems

As an IT Services Sales Specialist, you will need access to various internal IT systems to perform your job effectively. In this task, you will be provided with the required access and receive a walkthrough of these systems. Pay attention to the instructions and take notes if needed. This will ensure that you have a smooth experience working with the systems and can utilize them to their full potential.

Internal IT systems walkthrough