Templates
Starter Template
Sales Employee Onboarding
Sales Employee Onboarding
👋🏽

Sales Employee Onboarding

This workflow example helps onboard each new sales team member effectively.

1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

Visit our Knowledge Base for guidance https://www.process.st/help/
1
Employee Details & Paperwork
2
Approval: Employee Paperwork
3
Prepare Employee's Workstation
4
Create Accounts and Benefits Package
5
First day:
6
Welcome To The Team!
7
Send an Introductory Message on Slack
8
Discuss Role, Goals and Projects
9
Team Contact Details
10
Job Description and Responsibilities
11
Sales Processes and Documentation
12
Your First week:
13
Join Team Meetings & Slack Channels
14
How to Use our CRM
15
Your First Project
16
Approval: First project
17
Review Calls
18
Prospecting
19
Buyer Personas
20
Competitor Analysis
21
End of First Week Meeting
22
Your First month:
23
Long-term Goals
24
Review After 60 Days