Templates
Human Resources
New Salesperson Onboarding Checklist for Startups
New Salesperson Onboarding Checklist for Startups

New Salesperson Onboarding Checklist for Startups

A step-by-step salesperson onboarding checklist for your startup's success.
1
Introduction:
2
Before first day:
3
Record basic information
4
Prepare paperwork
5
Approval:
6
Create company email
7
Send a welcome email
8
[CONDITIONAL] Link employee handbook
9
First day:
10
Schedule introductory session
11
Assign a mentor
12
Tour facility and work areas
13
[CONDITIONAL] Read through the employee handbook
14
Schedule end-of-day-meeting
15
First week:
16
Hold orientation with the required tools
17
Make them read support conversations
18
Meet with them regularly during the first week
19
Following the end of the 90 days:
20
Schedule weekly 1-on-1 meetings
21
Assign project
22
Give feedback and schedule any required extra training
23
Assess the outcome
24
Approval:
25
Sources:
26
Related checklists: