{"id":23516,"date":"2020-07-14T14:21:55","date_gmt":"2020-07-14T14:21:55","guid":{"rendered":"https:\/\/www.process.st\/templates\/sales-onboarding-checklist\/"},"modified":"2024-02-29T02:25:06","modified_gmt":"2024-02-29T02:25:06","slug":"sales-onboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sales-onboarding-checklist\/","title":{"rendered":"Sales Onboarding Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hMIfTpi1AmozDmTcp4ZM9A.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hMIfTpi1AmozDmTcp4ZM9A.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><strong>Run this Sales Onboarding Checklist to hire new sales staff, train them with the required skills and knowledge, instill company values, and show them how to leverage the provided tools of a company.<\/strong><\/p>\n<p style=\"text-align: left;\">With a strong onboarding process, your sales representatives will be set up for success before they even begin selling. According to a study by <a href=\"https:\/\/www.leadershipiq.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Leadership IQ<\/a>, <a href=\"https:\/\/icma.org\/sites\/default\/files\/6135_.pdf\" rel=\"nofollow noopener\" target=\"_blank\">46%<\/a> of new hires fail within the first 18 months. To <em>rub salt in the wound <\/em>so to speak, only <a href=\"https:\/\/icma.org\/sites\/default\/files\/6135_.pdf\" rel=\"nofollow noopener\" target=\"_blank\">19%<\/a> achieve unequivocal success.<\/p>\n<p style=\"text-align: left;\">Even if you are bringing in the right talent, you cannot expect <em>rockstar<\/em> performances without an<strong> effective onboarding plan - <\/strong>like this one.<\/p>\n<p style=\"text-align: left;\">With an effective plan, you will receive benefits such as:<\/p>\n<ul>\n<li style=\"text-align: left;\"><strong>Retention increases: <\/strong>The average turnover cost per sales rep is <a href=\"https:\/\/www.nutshell.com\/blog\/8-sales-rep-retention-tips\/\" rel=\"nofollow noopener\" target=\"_blank\">$19,690<\/a>. This includes the costs of recruiting, training, and lost sales. With standardized and effective onboarding processes, your sales representatives are <a href=\"https:\/\/workinstitute.com\/resources\/workplace-wisdom-blog\/articleid\/2235\/the-importance-of-employee-onboarding-onboarding-studies\" rel=\"nofollow noopener\" target=\"_blank\">60%<\/a> more likely to stay in your organization for 3 years longer.<\/li>\n<li style=\"text-align: left;\"><strong>Productivity boosts:<\/strong> Starting a new job is fraught with pitfalls in productivity. With a successful onboarding process, productivity is boosted by <a href=\"https:\/\/risepeople.com\/blog\/new-employee-productivity\/\" rel=\"nofollow noopener\" target=\"_blank\">25%<\/a>.<\/li>\n<\/ul>\n<p>According to the <a href=\"https:\/\/blog.shrm.org\/blog\/what-is-employee-onboarding-and-why-do-you-need-it\" rel=\"nofollow noopener\" target=\"_blank\">Society of Human Resource Management<\/a>, a proper onboarding process will accomplish the following:<\/p>\n<ul>\n<li><strong>Acclimate: <\/strong>To make a recent new hire feel comfortable, they need to understand your company's mission, what is expected of them, and what kind of support the company can give them.<\/li>\n<li><strong>Engage: <\/strong>Multiple studies have proven more engaged employees are more productive and less likely to look for alternative employment.<\/li>\n<li><strong>Retain: <\/strong>A successful onboarding process greatly increases the chance thst your organization retains top talent.<\/li>\n<\/ul>\n<p>With that said, this Sales Onboarding Checklist has been specifically designed to help you acclimate, engage and retain top talent for your sales team. With this template, you can realize the benefits that come with the implementation of an effective sales onboarding process.<\/p>\n<h5 style=\"text-align: center;\">How to use this checklist<\/h5>\n<p>At the beginning of this checklist, you will be <strong>presented with a set of specialized questions<\/strong> given as form fields. You are required to populate each form field with your data.<\/p>\n<p>Certain stages will require <a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval<\/a> utilizing Process Street's approvals feature. Other features included in this template are:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Stop tasks<\/a> - To ensure task order.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">Dynamic due dates<\/a> - To make sure your initiative is reviewed on time.<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment<\/a> - To delegate tasks within your team ensuring your supervisors are appropriately assigned to the review tasks.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"record-checklilst-details\">\n<h2>Record checklilst details<\/h2>\n<div class=\"text-content\">\n<p>In this Sales Onboarding Checklist, you will be presented with the following <strong>form fields <\/strong>for which you are required to <strong>populate<\/strong> with your<strong> specific data<\/strong>. More information for each form field is provided via linkage to our help pages:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Long text<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Date<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Website form field <\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">File upload form field<\/a><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Role assignment<\/a><\/li>\n<\/ul>\n<p>Let's start by recording your business details and your details.<\/p>\n<p>This is a stop task, meaning you cannot progress in this template until the required form fields are populated.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Business details<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Business Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Your details<\/h5>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your Full Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Checklist details<\/h5>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Set a due date for the completion of this checklist. This will utilize the <strong>dynamic due date feature<\/strong> notifying you when the completion of this checklist is needed.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Due Date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"before-the-first-day\">\n<h2>Before the first day:<\/h2>\n<div class=\"text-content\">\n<p>Learn more about employee onboarding with Process Street.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/Ow0086yLROw?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-paperwork\">\n<h2>Prepare paperwork<\/h2>\n<div class=\"text-content\">\n<p>To kick off the sales onboarding checklist, you need to<strong> prepare the relevant paperwork and information<\/strong> before the employee's first day. Start by <strong>recording<\/strong> the employee's <strong>basic information<\/strong> in the<strong> form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee First Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Last Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of Hire <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Contact Details <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Extra Information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This part of the process is called<strong> transactional onboarding<\/strong> and focuses on completing all the necessary<strong> forms and documents<\/strong> so your new employee can <strong>legally start working<\/strong>.<\/p>\n<p>Some of the forms you need to prepare are:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      W-4\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      I-9\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Insurance forms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Direct deposit forms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The non-disclosure agreement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Evidence of employee driving license (if required)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>However, there are more forms you might need, <strong>specific to your company<\/strong>. Good software to use is <a href=\"http:\/\/www.applicantpro.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Applicant PRO<\/a> which operates like <strong>CRM for onboarding&nbsp;<\/strong>including all the necessary forms and documents and stores them in an<strong> online database<\/strong>.<\/p>\n<p>(Source: <a href=\"http:\/\/www.applicantpro.com\/products\/onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">applicantpro.com<\/a>)<\/p>\n<p>Using the Members form field below,&nbsp;<strong>assign the individual who will approve the employee's paperwork. <\/strong>This approval is needed one day after this <em>prepare paperwork<\/em> task.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-employee-paperwork\">\n<h2>Approval: Employee paperwork<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Prepare paperwork<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"discuss-role-goals-and-projects-with-supervisor\">\n<h2>Discuss role, goals and projects with supervisor<\/h2>\n<div class=\"text-content\">\n<p>During the training period, your new employee should <strong>work closely with a supervisor or mentor<\/strong>. A supervisor ensures the new employee is <strong>oriented in the organization, policies, facilities, <\/strong>and more.&nbsp;<\/p>\n<p>To ensure this process goes well, you should <strong>discuss the new employee's role<\/strong> with their supervisor. Discuss the<strong> goals you have set for the new hire<\/strong> and think of <strong>appropriate projects<\/strong> that would be beneficial for the training period. Discuss all in the <strong>appropriate form fields<\/strong> below.<\/p>\n<p>(Source: <a href=\"http:\/\/managementhelp.org\/supervision\/roles.htm#anchor234351\" rel=\"nofollow noopener\" target=\"_blank\">managementhelp.org<\/a>)<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Role <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Appropriate Projects <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-employees-workstation\">\n<h2>Prepare employee's workstation<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ssJXCWouXXfhnqH_NXpNZg.jpg\" alt=\"Prepare employee's workstation\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ssJXCWouXXfhnqH_NXpNZg.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Prepare the employee's workstation<\/strong> before they arrive to <strong>avoid any delays on their first day<\/strong>. Include items like:<\/p>\n<ul>\n<li>Furniture (desk, chair)<\/li>\n<li>Telephone<\/li>\n<li>Computer<\/li>\n<li>Desk supplies (business card, stapler, letterhead, paper, pens, etc.)<\/li>\n<\/ul>\n<p>If you want to impress your new employee, add items like <strong>branded pens, backpack, t-shirt or mug<\/strong> on your employee's desk.<\/p>\n<p>When preparing the workstation ensure it follows the <a href=\"http:\/\/www.humanscale.com\/citigroup\/ergotips.pdf\" rel=\"nofollow noopener\" target=\"_blank\">comfort and health guidelines<\/a>.<strong> <\/strong><\/p>\n<p>Also, consider the benefits brought my<strong> introducing plants into the office environment<\/strong>. Numerous studies have <a href=\"https:\/\/www.ciphr.com\/advice\/plants-in-the-office\/\" rel=\"nofollow noopener\" target=\"_blank\">shown the positives<\/a> that come with the introduction of greenery into the office. For instance, they help <a href=\"https:\/\/www.ngia.com.au\/Attachment?Action=Download&amp;Attachment_id=1430\" rel=\"nofollow noopener\" target=\"_blank\">reduce stress levels<\/a> and <a href=\"https:\/\/www.theguardian.com\/money\/2014\/aug\/31\/plants-offices-workers-productive-minimalist-employees\" rel=\"nofollow noopener\" target=\"_blank\">increase productivity<\/a>.<\/p>\n<p>(Sources: <a href=\"http:\/\/www.expertsupervisor.com\/article.aspx?ID=pub_OrientingNew&amp;scope=pub\" rel=\"nofollow noopener\" target=\"_blank\">expertsupervisor.com<\/a>&nbsp;&amp; <a href=\"http:\/\/commongoodcareers.org\/articles\/detail\/best-practices-for-employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">commongoodcareers.org<\/a>)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"give-access-to-any-tools-they-will-need\">\n<h2>Give access to any tools they will need<\/h2>\n<div class=\"text-content\">\n<p>Before your employee arrives, it is important to <strong>prepare the necessary tools<\/strong> and ensure your new hire will be able to access them. <strong>Fill in (or add to)<\/strong> the <strong>form fields<\/strong> below as necessary.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Wifi Password <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Email List of Co-Workers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Department Phone Numbers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Also, consider details like (but not limited to):<\/p>\n<ul>\n<li>Keys to rooms they will need access to<\/li>\n<li>Company mobile phone<\/li>\n<\/ul>\n<p>To make sure you provide your employee with all the necessary items, you can <strong>note down the steps you take<\/strong> each day and what tools you use. You can also <strong>make a checklist<\/strong> here on&nbsp;<a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> that you can also use in future when distributing tools to new employees <strong>ensuring you remember everything<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"create-accounts\">\n<h2>Create accounts<\/h2>\n<div class=\"text-content\">\n<p>No self-respecting employee onboarding checklist would be complete without making sure that you <strong>create all the accounts required by the new employee<\/strong>.<strong> Fill in (or add to)<\/strong> the<strong> form fields<\/strong> below as necessary.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Company Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Username <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Company Phone Line <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee Company Social Accounts <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>As shown above, create accounts on all <strong>social platforms your company uses<\/strong>. Your employee should have their <strong>email and phone line<\/strong>. If your company uses apps like <a href=\"https:\/\/slack.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack<\/a> or <a href=\"https:\/\/trello.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Trello<\/a> you should create an account there as well.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-required-reading\">\n<h2>Assign required reading<\/h2>\n<div class=\"text-content\">\n<p>Each job comes with its<strong> tricks and strategies<\/strong>. Often a company will want to have certain <strong>books or articles<\/strong>&nbsp;read by the employees to<strong> keep everyone on the same page<\/strong>.<\/p>\n<p>Below are the best books for sales training and learning.<\/p>\n<h5 style=\"text-align: center;\">Top books<\/h5>\n<ul>\n<li><a href=\"https:\/\/www.amazon.com\/Think-Grow-Rich-Napoleon-Hill\/dp\/0449214923\/ref=as_li_ss_tl?_encoding=UTF8&amp;qid=1477002614&amp;sr=1-1&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=c5c04ab652cd2b9cb193944ce8e430b8\" rel=\"nofollow noopener\" target=\"_blank\">Think and Grow Rich<\/a> - <a href=\"https:\/\/www.amazon.com\/Napoleon-Hill\/e\/B087941QQJ\/ref=dp_byline_cont_book_1\" rel=\"nofollow noopener\" target=\"_blank\">Napoleon Hill<\/a><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Endless-Referrals-Third-Bob-Burg\/dp\/0071462074\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477002724&amp;sr=1-1&amp;keywords=endless+referrals&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=f5b6e249d112f2e9a1e34c47797aaa0c\" rel=\"nofollow noopener\" target=\"_blank\">Endless Referrals<\/a> - <a href=\"https:\/\/www.amazon.com\/Bob-Burg\/e\/B001IGSYSK?ref_=dbs_p_pbk_r00_abau_000000\" rel=\"nofollow noopener\" target=\"_blank\">Bob Burg<\/a><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Psychology-Selling-Increase-Thought-Possible\/dp\/0785288066\/ref=as_li_ss_tl?_encoding=UTF8&amp;qid=1477003027&amp;sr=1-1&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=a47ec5772e4c2528af2805a3352ec101\" rel=\"nofollow noopener\" target=\"_blank\">The Psychology of Selling: Increase Your Sales Faster and Easier Than You Ever Thought Possible<\/a> - <a href=\"https:\/\/www.amazon.com\/Brian-Tracy\/e\/B001H6OMRI?ref_=dbs_p_pbk_r00_abau_000000\" rel=\"nofollow noopener\" target=\"_blank\">Brian Tracy<\/a><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/How-Win-Friends-Influence-People-ebook\/dp\/B003WEAI4E\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003060&amp;sr=1-1&amp;keywords=how+to+win+friends+and+influence+people&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=763e8ae92b0ff21ed5d103ac66a4fb5c\" rel=\"nofollow noopener\" target=\"_blank\">How to Win Friends and Influence People<\/a> - <a href=\"https:\/\/www.amazon.com\/Dale-Carnegie\/e\/B00OIFV2S2?ref_=dbs_p_ebk_r00_abau_000000\" rel=\"nofollow noopener\" target=\"_blank\">Dale Carnegie<\/a><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Booked-marketing-appointment-appointments-clients-ebook\/dp\/B01B1QM3DS\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003113&amp;sr=1-4&amp;keywords=booked&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=0012cb4ac4375d782482b0b7f4a1c96c\" rel=\"nofollow noopener\" target=\"_blank\">Booked<\/a> - <a href=\"https:\/\/www.amazon.com\/Josh-Turner\/e\/B00XAYAM60\/ref=dp_byline_cont_ebooks_1\" rel=\"nofollow noopener\" target=\"_blank\">Josh Turner<\/a><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Ultimate-Sales-Letter-Attract-Customers-ebook\/dp\/B004J35JFU\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003173&amp;sr=1-1&amp;keywords=the+ultimate+sales+letter&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=e8dabec51b68dbc2f4af86edd875c081\" rel=\"nofollow noopener\" target=\"_blank\">The Ultimate Sales Letter 4Th Edition: Attract New Customers. Boost Your Sales<\/a> - <a href=\"https:\/\/www.amazon.com\/Dan-S-Kennedy\/e\/B000AP7EBS\/ref=dp_byline_cont_ebooks_1\" rel=\"nofollow noopener\" target=\"_blank\">Dan S. Kennedy<\/a><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Art-Closing-Sale-Professional-Selling-ebook\/dp\/B002JLO798\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003227&amp;sr=1-1&amp;keywords=the+art+of+closing+the+sale&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=9fc985ada3f17ae9b282e27ed73ceab1\" rel=\"nofollow noopener\" target=\"_blank\">The Art of Closing the Sale; They Key to Making More Money Faster in the World of Professional Selling<\/a><\/li>\n<\/ul>\n<h5 style=\"text-align: center;\">Top articles<\/h5>\n<p>It must be noted that research is a continually changing field. Be sure to stay on top of the current literature. Below are some articles worth dipping into.<\/p>\n<ul>\n<li><a href=\"http:\/\/www.omghub.com\/salesdevelopmentblog\/10-critical-best-practices-for-your-sales-force-in-this-crisis\" rel=\"nofollow noopener\" target=\"_blank\">10 Critical Best Practices for Your Sales Force in This Crisis<\/a> - <a href=\"http:\/\/www.omghub.com\/salesdevelopmentblog\/author\/dave-kurlan\" rel=\"nofollow noopener\" target=\"_blank\">Dave Kurlan<\/a><\/li>\n<li><a href=\"https:\/\/www.jstor.org\/stable\/23878649?seq=1\" rel=\"nofollow noopener\" target=\"_blank\">Incorporating Sales and Business Practices into Job Development in Supported Employment<\/a> - <a href=\"https:\/\/www.researchgate.net\/scientific-contributions\/2001729854_John_Nietupski\" rel=\"nofollow noopener\" target=\"_blank\">John Nietupski<\/a>, <a href=\"https:\/\/www.linkedin.com\/in\/dale-verstegen-9542a49\/\" rel=\"nofollow noopener\" target=\"_blank\">Dales Verstegen<\/a>, <a href=\"https:\/\/www.researchgate.net\/scientific-contributions\/77127419_Susan_Hamre-Nietupski\" rel=\"nofollow noopener\" target=\"_blank\">Due Hamre-Nietupski<\/a><\/li>\n<li><a href=\"https:\/\/www.sciencedirect.com\/science\/article\/abs\/pii\/S0019850111002227\" rel=\"nofollow noopener\" target=\"_blank\">Creating value in business relationships: The role of sales<\/a> - <a href=\"https:\/\/www.mendeley.com\/authors\/54585208000\/\" rel=\"nofollow noopener\" target=\"_blank\">Alexander Haas<\/a>, <a href=\"https:\/\/www.mendeley.com\/profiles\/ivan-snehota\/\" rel=\"nofollow noopener\" target=\"_blank\">Ivan Snehota<\/a>, <a href=\"https:\/\/www.sciencedirect.com\/science\/article\/abs\/pii\/S0019850111002227\" rel=\"nofollow noopener\" target=\"_blank\">Daniela Corsaro<\/a><\/li>\n<li><a href=\"https:\/\/www.tandfonline.com\/doi\/abs\/10.1080\/10696679.2016.1170525\" rel=\"nofollow noopener\" target=\"_blank\">Positive Psychology In Sales: Integrating Psychological Capital<\/a> - <a href=\"http:\/\/miamioh.edu\/fsb\/directory\/?up=\/directory\/friendsb\" rel=\"nofollow noopener\" target=\"_blank\">Scott Friend<\/a>, <a href=\"https:\/\/www.linkedin.com\/in\/jljohnson05\/\" rel=\"nofollow noopener\" target=\"_blank\">Jessica Johnson<\/a>, <a href=\"https:\/\/directory.unl.edu\/people\/fluthans1\" rel=\"nofollow noopener\" target=\"_blank\">Fred Luthans<\/a>, <a href=\"https:\/\/business.unl.edu\/people\/rsohi\/\" rel=\"nofollow noopener\" target=\"_blank\">Dr Ravi Valluru<\/a><\/li>\n<li><a href=\"https:\/\/books.google.co.uk\/books?hl=en&amp;lr=&amp;id=m8Anx3NBGsgC&amp;oi=fnd&amp;pg=PA9&amp;dq=psychology+of+sales&amp;ots=ZCqaiuAZF-&amp;sig=iX4WbghZEwvp37jz0McAhhoyYhU&amp;redir_esc=y#v=onepage&amp;q=psychology%20of%20sales&amp;f=false\" rel=\"nofollow noopener\" target=\"_blank\">Selling Yourself to Others: The New Psychology of Sales<\/a> - <a href=\"https:\/\/www.amazon.co.uk\/Books-Jeffrey-Gitomer\/s?rh=n%3A266239%2Cp_27%3AJeffrey+Gitomer\" rel=\"nofollow noopener\" target=\"_blank\">Jeffery Gitomer<\/a><\/li>\n<li><a href=\"https:\/\/www.emerald.com\/insight\/content\/doi\/10.1108\/EUM0000000002586\/full\/html\" rel=\"nofollow noopener\" target=\"_blank\">Framing and Sales Promotions: The Characteristics of a Good Deal <\/a>- <a href=\"https:\/\/www.emerald.com\/insight\/search?q=Leland%20Campbell\" rel=\"nofollow noopener\" target=\"_blank\">Leland Campbell<\/a>, <a href=\"https:\/\/www.emerald.com\/insight\/search?q=William%20D.%20Diamond\" rel=\"nofollow noopener\" target=\"_blank\">William D. Diamond<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"prepare-benefits-package\">\n<h2>Prepare benefits package<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vmDlZApxnh5kAFfvzTNPyw.png\" alt=\"Prepare benefits package\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vmDlZApxnh5kAFfvzTNPyw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Every employee needs to know which&nbsp;<strong>benefits packages come with the job<\/strong>. Here is some commonly required information your employee will want to know:<\/p>\n<ul>\n<li>Explain <strong>how the position is funded<\/strong>. You might have already discussed it in the interview, but your <strong>employee will appreciate a confirmation<\/strong>.<\/li>\n<\/ul>\n<ul>\n<li>Let your employee know <strong>what benefits package they will receive<\/strong> based on their level of experience and the current job market. Let them know some <strong>details about the budget<\/strong> so they are aware of the <strong>potential promotions and salary range<\/strong>.&nbsp;<\/li>\n<\/ul>\n<ul>\n<li>Inform your employee on <strong>vacation time and health benefits<\/strong> they will receive.<\/li>\n<\/ul>\n<p>Provide a <strong>summary of this information<\/strong> in writing;<strong> upload a<\/strong> <strong>copy<\/strong> of this summary to the <strong>form field below<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Benefits Package <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>To help the new employee understand the benefits package better, go over it at their own pace, perhaps share it with their partner and help them plan their financial situation.<\/p>\n<p>Ensuring financial stability and <strong>informing your employee on the exact monetary situation<\/strong> is a good way to make them feel comfortable and worry-free, therefore making sure they focus on their work and <strong>feel appreciated as workers<\/strong>.<\/p>\n<p>(Source: <a href=\"http:\/\/idealistcareers.org\/closing-the-deal-salary-and-benefits-negotiation\/\" rel=\"nofollow noopener\" target=\"_blank\">idealistcareers.org<\/a>)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"provide-a-job-description-with-responsibilities\">\n<h2>Provide a job description with responsibilities<\/h2>\n<div class=\"text-content\">\n<p>You have discussed the job in more detail <strong>during the interview<\/strong>, but now it's time to give <strong>specific instructions<\/strong> on what you expect your employee to do. <strong>Upload a copy<\/strong> of the sales description to the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Detailed Job Description <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you would like a guideline for this document, see above, for example sales representative job description.<\/p>\n<p>Note the <strong>necessary qualifications<\/strong>, you can use this place to&nbsp;mention the <strong>required reading<\/strong>.&nbsp;You should also list your new employee's key <strong>responsibilities and a&nbsp;short description<\/strong>.<\/p>\n<p>This form can later be used as a <strong>guideline for employee evaluation<\/strong>. You can see if the goals you set have been made, responsibilities executed and your employee's skills are sufficient for the&nbsp;task.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-sure-new-reps-email-account-is-accessible\">\n<h2>Make sure new rep's email account is accessible<\/h2>\n<div class=\"text-content\">\n<p>A recent study by <a href=\"https:\/\/salesbenchmarkindex.com\/insights\/5-classic-mistakes-in-new-hire-sales-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Benchmark Index<\/a>, that looked at almost 800 new hires, revealed more than 2\/3 were disappointed by their first day, with the main complaint that the managers were too busy to provide the support and guidance they needed.<\/p>\n<p>To combat this, make sure the rep's email is set up and accessible before the new hire's first day.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Set up new hires email and make sure it is accessible\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"document-your-sales-processes\">\n<h2>Document your sales processes<\/h2>\n<div class=\"text-content\">\n<p>Now you need to <strong>make sure<\/strong> that your <strong>sales processes<\/strong> have been <strong>documented,<\/strong> and that they're accurate.<\/p>\n<p><strong>Record<\/strong> a <strong>link<\/strong> to the <strong>folder<\/strong> where you've stored them in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Think about your sales processes. <strong>Do you know these processes from start to finish<\/strong>?<\/p>\n<p>It is a good idea to <strong>document your business processes<\/strong>, this includes your sales processes also. You can document your sales processes easily in Process Street, creating checklists just like this one.<\/p>\n<p>For more information on how to document your processes in Process Street, <strong>watch our below video<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/HQLaW5eItwA?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"first-day\">\n<h2>First day:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rhap2wLSmgPg6b0MRZlD9A.png\" alt=\"First day:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rhap2wLSmgPg6b0MRZlD9A.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"welcome-to-the-team\">\n<h2>Welcome to the team<\/h2>\n<div class=\"text-content\">\n<p>Often a new employee will arrive during a busy working week. In this case welcoming the new hire is overlooked and they are not <strong>caught&nbsp;up to speed with the team or new role<\/strong>.&nbsp;To avoid this, you should <strong>clear your schedule<\/strong> and make the new employee the <strong>number one priority<\/strong> for the day.<\/p>\n<p>Other sales representatives play a big role in the third factor of social acceptance. You want the new employee to feel like they are being accepted into the company so that they are more loyal to the brand.<\/p>\n<p>You should <strong>introduce them to the team<\/strong> - talk about their role, tell them why you selected them - this will help the rest of the <strong>team remember them<\/strong> better. Notify your team in advance that the new employee is arriving so they can<strong> schedule some time to get to know them<\/strong>.<\/p>\n<p>(Source: <a href=\"http:\/\/www.miningman.com\/Blog\/January-2010\/How-to-Welcome-a-New-Employee-to-the-Team\" rel=\"nofollow noopener\" target=\"_blank\">miningman.com<\/a>)<\/p>\n<p>When welcoming the new employee to your sales team, be sure to communicate:<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The company's values\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The company's goals\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The company's rules\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The company's norms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The company's environment\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"send-an-introductory-email\">\n<h2>Send an introductory email<\/h2>\n<div class=\"text-content\">\n<p>It is good practice to <strong>send out an introductory email<\/strong>&nbsp;to your sales team, introducing the new employee, and encouraging people to personally introduce themselves.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"tour-of-the-office\">\n<h2>Tour of the office<\/h2>\n<div class=\"text-content\">\n<p>Take your employee on a <strong>tour around the office<\/strong>. Let them know where all the <strong>important and common areas<\/strong> are. Make sure they know where to find:<\/p>\n<ul>\n<li>Kitchen<\/li>\n<li>Reception<\/li>\n<li>Bathroom<\/li>\n<li>Their workspace<\/li>\n<li>Support desk<\/li>\n<li>HR area<\/li>\n<li>Their mentor's office<\/li>\n<\/ul>\n<p>There might be more areas such as the IT department, sales department and others more<strong> specific to your company<\/strong>. If you practice an <strong>open door system<\/strong> you can show the new employee where<strong> your office<\/strong> is and encourage them to <strong>visit you if they have any questions<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-training-material\">\n<h2>Assign training material<\/h2>\n<div class=\"text-content\">\n<p>Send your introductory training material, or add the employee to your LMS and assign the relevant courses.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"explain-your-expectations\">\n<h2>Explain your expectations<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hgyo9ycSA4_hNnVpO9BH0w.jpg\" alt=\"Explain your expectations\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hgyo9ycSA4_hNnVpO9BH0w.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you want your <strong>employees to perform well<\/strong> you need to <strong>let them know what you expect<\/strong>. Outline the <strong>general areas of knowledge and skills<\/strong> required to ensure your employee is <strong>successful in his\/her job<\/strong>. Think about:<\/p>\n<ul>\n<li>What <strong>goods and services<\/strong> should the job produce?<\/li>\n<li>What <strong>impact<\/strong> should the work have on the organization?<\/li>\n<li>How do you expect the employee to <strong>act with clients, colleagues, and supervisors<\/strong>?<\/li>\n<li>What are the <strong>organizational values<\/strong> the employee must demonstrate?<\/li>\n<li>What are the <strong>processes, methods, or means<\/strong> the employee is expected to use?<\/li>\n<\/ul>\n<p>(Source: <a href=\"http:\/\/hrweb.berkeley.edu\/guides\/managing-hr\/managing-successfully\/performance-management\/planning\/expectations\" rel=\"nofollow noopener\" target=\"_blank\">hrweb.berkeley.edu<\/a>)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"induct-into-the-companys-culture\">\n<h2>Induct into the company's culture<\/h2>\n<div class=\"text-content\">\n<p>Usually, this step is covered by the <strong>HR team<\/strong>. Have them <strong>contact your new employee to explain<\/strong> details such as:<\/p>\n<ul>\n<li>When s\/he must <strong>arrive<\/strong> at the office<\/li>\n<li>Where s\/he must <strong>park<\/strong><\/li>\n<li>How s\/he will<strong> access<\/strong> the building<\/li>\n<li>What your company\u2019s <strong>dress code<\/strong> is<\/li>\n<\/ul>\n<p>(Source: <a href=\"http:\/\/www.hrpulse.co.za\/first-months2\/induction\/229077-why-is-induction-so-important\" rel=\"nofollow noopener\" target=\"_blank\">hrpulse.co.za<\/a>)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-a-mentor\">\n<h2>Assign a mentor<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t33XekvFK_Pk31Ube0hPIg.png\" alt=\"Assign a mentor\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t33XekvFK_Pk31Ube0hPIg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>To ensure your new employee has the opportunity to <strong>seek help and work productively,<\/strong> you should assign a mentor.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>They will ensure the employee<strong> quickly learns about the job<\/strong> and has <strong>assistance throughout<\/strong> the process.&nbsp;<\/p>\n<p>It is important to<strong> find a good candidate for mentoring<\/strong>, you can check out these 15&nbsp;<a href=\"http:\/\/humanresources.about.com\/od\/coachingmentori2\/qt\/formal_mentor.htm\" rel=\"nofollow noopener\" target=\"_blank\">characteristics of a successful mentor<\/a>&nbsp;to ensure you find the right fit.<\/p>\n<p>(Source: <a href=\"http:\/\/humanresources.about.com\/od\/glossarym\/g\/mentoring.htm\" rel=\"nofollow noopener\" target=\"_blank\">humanresources.about.com<\/a>)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"take-out-to-lunch\">\n<h2>Take out to lunch<\/h2>\n<div class=\"text-content\">\n<p>You should<strong> take your new employee out for lunch<\/strong>. If you have already introduced them to their mentor it might be a good idea to <strong>have lunch with both of them<\/strong>.<\/p>\n<p>Avoid discussing work during this time, it should be <strong>purely about getting to know one another<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"first-week\">\n<h2>First week:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q-0XaVfeMzF4xcHw6YdAEw.jpg\" alt=\"First week:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/q-0XaVfeMzF4xcHw6YdAEw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-product-and-service-training\">\n<h2>Conduct product and service training<\/h2>\n<div class=\"text-content\">\n<p>Train your new hire so they have the required knowledge about your product and service.<\/p>\n<p><strong>Think about the following questions<\/strong>:<\/p>\n<ul>\n<li>What are you selling\/what service are you providing?<\/li>\n<li>What value does your product or service give your customer?<\/li>\n<li>What sales tools do you use?<\/li>\n<\/ul>\n<p>Use the long-text form field below to answer these questions.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Product\/service Provided <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Value Given <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Tools <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once this information is documented using the long-text form fields, be sure to communicate this information to your employees.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Communicate the required information to your new sales hire\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"train-your-new-hire-on-how-to-use-your-crm\">\n<h2>Train your new hire on how to use your CRM<\/h2>\n<div class=\"text-content\">\n<p>Most businesses have a unique <strong>Customer Relationship Management<\/strong> strategy. It is important to teach your employee how to use yours. A good way to do this is via a hands-on based approach. <strong>Think about setting your employee a specific project to complete, or setting them a CRM certification exam.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Set your employee a specific project to complete\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Set your employee a CRM certification exam\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"assign-first-project\">\n<h2>Assign first project<\/h2>\n<div class=\"text-content\">\n<p>Once your new employee has settled in, got to know the team, and feels comfortable in the workplace you should<strong> assign their first project<\/strong>. You already thought about a project to train your new hire on how to use your CRM.<strong> Make sure your project trains your new hire in this.<\/strong><\/p>\n<p>This will ensure they <strong>learn the job hands-on<\/strong> and <strong>feel valuable<\/strong> to the company, <strong>rather than doing menial tasks<\/strong>.<\/p>\n<p>Using the Members form field below,&nbsp;<strong>assign the individual who will approve the first project assignment<\/strong>. A due date for this approval step has been set for 1 day after this task.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-first-project\">\n<h2>Approval: First project<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Assign first project<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"conduct-call-reviews\">\n<h2>Conduct call reviews<\/h2>\n<div class=\"text-content\">\n<p>Sign up your new hire to call reviews.<\/p>\n<p>It is best to get your new hires to listen to reviews from your top reps and reps that haven't been in your team for that long. Set aside blocks of time where the new hire can listen to client calls given my your top reps. Have them take notes during these sessions.<\/p>\n<p>Then set-aside blocks of time to have your new hires listen to calls from new reps. Again have them take notes. Comparing to two should highlight key skills and behaviors from the top reps that the new hires can then work to incorporate.<\/p>\n<p><strong>This allows your new hire to learn from a variety of experience levels and gives them access to different types of critique.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Set up call reviews\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Assign call reviews of top reps\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Assign call reviews of new reps\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"provide-a-sales-process-overview\">\n<h2>Provide a sales process overview<\/h2>\n<div class=\"text-content\">\n<p>It's time to take advantage of your preparation next<strong> provide a sales process overview<\/strong>.<\/p>\n<p>Cover the main stages of your sales process, to <strong>communicate to your sales reps where to prioritize their efforts<\/strong>, and what kind of numbers they will be held to.<\/p>\n<p>Use the long-text form fields below to detail process steps your reps should prioritize.<\/p>\n<p>You can use the long-text form field below to document the kind of numbers your sales reps will be accountable to.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Priority Process Steps <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Sales Rep Numbers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Communicate the above information to your sales rep\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"train-your-reps-on-how-your-company-handles-prospecting\">\n<h2>Train your reps on how your company handles prospecting<\/h2>\n<div class=\"text-content\">\n<p>Prospecting is the first step in the sales process, that consists of identifying the potential customers, aka,<strong> prospects<\/strong>.<\/p>\n<p><strong>You want your new hire rep to be familiar with your sales prospecting methods. For this, answer the following questions: <\/strong><\/p>\n<ul>\n<li>How does your company prospect?<\/li>\n<li>How much research should your sales reps conduct?<\/li>\n<li>What should your sales reps look for?<\/li>\n<li>What common channels, number of touchpoints, and best practices should your sales reps use?<\/li>\n<\/ul>\n<p>Use the long-text form fields below to answer these questions:<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Company Prospect Method <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Research Quantity <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What Should Sales Reps Look For? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Common Channels, Touchpoints, and Best Practices <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Communicate the above information to your sales rep\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"walk-through-your-buyer-personas\">\n<h2>Walk through your buyer personas<\/h2>\n<div class=\"text-content\">\n<p>In this next stage of training, you want to <strong>describe your ideal customer<\/strong>. For this, think about the following questions:<\/p>\n<ul>\n<li>What does a best-fit customer look like?<\/li>\n<li>What types of consumers should your rep be targeting?<\/li>\n<\/ul>\n<p>You also want to<strong> lay the foundation<\/strong> for how your organization assesses and communicates with decision-makers.<\/p>\n<p>Use the <strong>long-text form fields to detail this information<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Ideal Customer Description <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Types of Customers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Foundation for Customer Assessment and Communication <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Communicate the above information to your sales rep\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"provide-a-competitive-analysis\">\n<h2>Provide a competitive analysis<\/h2>\n<div class=\"text-content\">\n<p>Provide an overview of your main competitors, then explain how <strong>you <\/strong>are different, that is, explain your Unique Selling Point (USP).<\/p>\n<p>Use the<strong> long-text form fields to document this information.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Main Competitors <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your USP <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Make sure you are open and honest about where your product falls short of the competition and where it outperforms the rest of the market.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"hold-technical-training\">\n<h2>Hold technical training<\/h2>\n<div class=\"text-content\">\n<p>Learning how to use a team or company technology can be tough. Make sure you provide training for your new hires on <strong>how to use your technological resources and have them showcase their skills with you<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Provide technical training for your new hires\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"practice-negotiating-and-common-object-handling\">\n<h2>Practice negotiating and common object handling<\/h2>\n<div class=\"text-content\">\n<p>Even experienced representatives<strong> need to know how your company approaches the negotiation phase<\/strong>. Think about the following questions:<\/p>\n<ul>\n<li>What are your parameters for discounts and sales?<\/li>\n<li>What kind of judgment calls can your reps make regarding discounts?<\/li>\n<li>What is the etiquette for discussing these topics with prospects?<\/li>\n<\/ul>\n<p>Use the <strong>long-text form fields below to detail your response to these questions<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Parameters for Discounts and Sales <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Judgment Calls Made <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Etiquette <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Communicate the above information\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"offer-onboarding-training-when-applicable\">\n<h2>Offer onboarding training when applicable<\/h2>\n<div class=\"text-content\">\n<p>If you newly hired sale rep will be responsible for onboarding new clients, <strong>think about the best practices and responsibility that accompany this role<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Offer onboarding training as required\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"explain-expectations-for-the-following-month\">\n<h2>Explain expectations for the following month<\/h2>\n<div class=\"text-content\">\n<p>You have already explained the <strong>overall expectations,<\/strong> but now it's time to let your employee <strong>know the specifics<\/strong>.&nbsp;<\/p>\n<p>Refer to the<strong> job description<\/strong> and <strong>make a plan for your employee<\/strong> to follow; let them know exactly<strong> what they will be expected to do<\/strong>. If possible, notify them of any<strong> upcoming projects and predicted workflows<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"meet-to-check-over-the-paperwork\">\n<h2>Meet to check over the paperwork<\/h2>\n<div class=\"text-content\">\n<p>Schedule a meeting with the <strong>employee and a member of the HR team<\/strong> to ensure all the<strong> forms are filled and correct<\/strong>.<strong> Record the date<\/strong> of the meeting in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> First Week Meeting <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Use this time to let your employee know if there is <strong>any other paperwork<\/strong> for them to fill in including <strong>tax forms<\/strong>.<\/p>\n<p>Ask a member of the HR team to<strong> explain everything<\/strong> to your employee and<strong> tell them about the specifics<\/strong>. Let the new employee know he\/she is <strong>encouraged to ask any questions<\/strong> and can use this time to <strong>discuss any work-related paperwork issues<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tEPOQ1GMDkWo_oWYDtNBYA.gif\" alt=\"Meet to check over the paperwork\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tEPOQ1GMDkWo_oWYDtNBYA.gif\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"first-month\">\n<h2>First month:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hyJLgeopyLtk2HFqD3lNcw.jpg\" alt=\"First month:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hyJLgeopyLtk2HFqD3lNcw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"plan-checkin-meetings\">\n<h2>Plan check-in meetings<\/h2>\n<div class=\"text-content\">\n<p>You should schedule meetings with the employee<strong> for the first month<\/strong>. Use this time to address any <strong>issues and concerns<\/strong> your employee might have. You should also spend the meetings offering some<strong> constructive criticism and advice<\/strong> on different tasks.&nbsp;<\/p>\n<p>A good way to schedule these meetings is by using <a href=\"https:\/\/www.process.st\/2014\/05\/how-to-manage-small-business-calendars-in-the-cloud\/\" target=\"_blank\" rel=\"nofollow noopener\">Google Calendar<\/a>. Add your employee to the event and make sure you are<strong> both ready for the meeting<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"explain-longterm-goals\">\n<h2>Explain long-term goals<\/h2>\n<div class=\"text-content\">\n<p>There are some <strong>long term goals<\/strong> your company is moving towards. You should let your employee know <strong>where s\/he fits in the picture<\/strong>.&nbsp;<\/p>\n<p>Letting your employee know that he\/she is involved in some long term goals will <strong>make them feel more secure<\/strong> and understand the mission<strong> they are working to achieve<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"provide-reading-material-for-personal-growth\">\n<h2>Provide reading material for personal growth<\/h2>\n<div class=\"text-content\">\n<p>Now that you have decided <strong>where exactly your new employee fits in<\/strong> you should encourage them to <strong>further their knowledge<\/strong> in the field. Ask them to <strong>read books, articles, and magazines<\/strong> about the appropriate themes.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"encourage-them-to-socially-interact-with-the-team\">\n<h2>Encourage them to socially interact with the team<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qk3CnBb0Xwh2qJkksb5MsQ.jpg\" alt=\"Encourage them to socially interact with the team\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qk3CnBb0Xwh2qJkksb5MsQ.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Have your new employee <strong>interact with the team<\/strong>. If the team members interact with each other they will <strong>work together much better<\/strong>. Perhaps you can organize some <strong>out of work activities<\/strong> for the team to make sure they <strong>build good relationships<\/strong> and <strong>enjoy operating as a team<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-the-onboarding-process-over-the-next-60-days\">\n<h2>Review the onboarding process over the next 60 days<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tm5kJpTNVNGqOIP4jERKQw.png\" alt=\"Review the onboarding process over the next 60 days\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tm5kJpTNVNGqOIP4jERKQw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Once the employee is settled in and feels more comfortable in the workplace it's time for you to <strong>review your onboarding process<\/strong>. Evaluate&nbsp;the steps that <strong>do and don't work<\/strong> for you.<\/p>\n<p>Ask your employee for their opinion, perhaps <strong>create a survey<\/strong> and hear their thoughts to<strong> improve your onboarding<\/strong> process in the future.<\/p>\n<p>Once you've got your results, create a new employee onboarding checklist here in <a href=\"process.st\" target=\"_blank\" rel=\"nofollow noopener\">Process Street<\/a>&nbsp;to work through in the future.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.leadershipiq.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Leadership IQ<\/a> - <em><a href=\"https:\/\/icma.org\/sites\/default\/files\/6135_.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Why New Hires Fail <\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.nutshell.com\/?home\" rel=\"nofollow noopener\" target=\"_blank\">Nutshell<\/a> - <em><a href=\"https:\/\/www.nutshell.com\/blog\/8-sales-rep-retention-tips\/\" rel=\"nofollow noopener\" target=\"_blank\">8 ways to retain your top sales reps (after they\u2019ve gotten their bonuses)<\/a><\/em><\/li>\n<li><a href=\"https:\/\/risepeople.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Rise<\/a> - <em><a href=\"https:\/\/risepeople.com\/blog\/new-employee-productivity\/\" rel=\"nofollow noopener\" target=\"_blank\">How To Increase New Employee Productivity By 25%<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Napoleon-Hill\/e\/B087941QQJ\/ref=dp_byline_cont_book_1\" rel=\"nofollow noopener\" target=\"_blank\">Napoleon Hill<\/a>&nbsp;- <em><a href=\"https:\/\/www.amazon.com\/Think-Grow-Rich-Napoleon-Hill\/dp\/0449214923\/ref=as_li_ss_tl?_encoding=UTF8&amp;qid=1477002614&amp;sr=1-1&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=c5c04ab652cd2b9cb193944ce8e430b8\" rel=\"nofollow noopener\" target=\"_blank\">Think and Grow Rich<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Bob-Burg\/e\/B001IGSYSK?ref_=dbs_p_pbk_r00_abau_000000\" rel=\"nofollow noopener\" target=\"_blank\">Bob Burg<\/a>&nbsp;- <em><a href=\"https:\/\/www.amazon.com\/Endless-Referrals-Third-Bob-Burg\/dp\/0071462074\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477002724&amp;sr=1-1&amp;keywords=endless+referrals&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=f5b6e249d112f2e9a1e34c47797aaa0c\" rel=\"nofollow noopener\" target=\"_blank\">Endless Referrals<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Brian-Tracy\/e\/B001H6OMRI?ref_=dbs_p_pbk_r00_abau_000000\" rel=\"nofollow noopener\" target=\"_blank\">Brian Tracy<\/a>&nbsp;- <em><a href=\"https:\/\/www.amazon.com\/Psychology-Selling-Increase-Thought-Possible\/dp\/0785288066\/ref=as_li_ss_tl?_encoding=UTF8&amp;qid=1477003027&amp;sr=1-1&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=a47ec5772e4c2528af2805a3352ec101\" rel=\"nofollow noopener\" target=\"_blank\">The Psychology of Selling: Increase Your Sales Faster and Easier Than You Ever Thought Possible<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Dale-Carnegie\/e\/B00OIFV2S2?ref_=dbs_p_ebk_r00_abau_000000\" rel=\"nofollow noopener\" target=\"_blank\">Dale Carnegie<\/a>&nbsp;- <em><a href=\"https:\/\/www.amazon.com\/How-Win-Friends-Influence-People-ebook\/dp\/B003WEAI4E\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003060&amp;sr=1-1&amp;keywords=how+to+win+friends+and+influence+people&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=763e8ae92b0ff21ed5d103ac66a4fb5c\" rel=\"nofollow noopener\" target=\"_blank\">How to Win Friends and Influence People<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Josh-Turner\/e\/B00XAYAM60\/ref=dp_byline_cont_ebooks_1\" rel=\"nofollow noopener\" target=\"_blank\">Josh Turner<\/a>&nbsp;- <em><a href=\"https:\/\/www.amazon.com\/Booked-marketing-appointment-appointments-clients-ebook\/dp\/B01B1QM3DS\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003113&amp;sr=1-4&amp;keywords=booked&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=0012cb4ac4375d782482b0b7f4a1c96c\" rel=\"nofollow noopener\" target=\"_blank\">Booked<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.amazon.com\/Dan-S-Kennedy\/e\/B000AP7EBS\/ref=dp_byline_cont_ebooks_1\" rel=\"nofollow noopener\" target=\"_blank\">Dan S. Kennedy<\/a>&nbsp;- <em><a href=\"https:\/\/www.amazon.com\/Ultimate-Sales-Letter-Attract-Customers-ebook\/dp\/B004J35JFU\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003173&amp;sr=1-1&amp;keywords=the+ultimate+sales+letter&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=e8dabec51b68dbc2f4af86edd875c081\" rel=\"nofollow noopener\" target=\"_blank\">The Ultimate Sales Letter 4Th Edition: Attract New Customers. Boost Your Sales<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.briantracy.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Brian Tracy<\/a> - <em><a href=\"https:\/\/www.amazon.com\/Art-Closing-Sale-Professional-Selling-ebook\/dp\/B002JLO798\/ref=as_li_ss_tl?s=books&amp;ie=UTF8&amp;qid=1477003227&amp;sr=1-1&amp;keywords=the+art+of+closing+the+sale&amp;linkCode=sl1&amp;tag=britra02-20&amp;linkId=9fc985ada3f17ae9b282e27ed73ceab1\" rel=\"nofollow noopener\" target=\"_blank\">The Art of Closing the Sale; They Key to Making More Money Faster in the World of Professional Selling<\/a><\/em><\/li>\n<li><a href=\"http:\/\/www.omghub.com\/salesdevelopmentblog\/author\/dave-kurlan\" rel=\"nofollow noopener\" target=\"_blank\">Dave Kurlan<\/a>&nbsp;- <em><a href=\"http:\/\/www.omghub.com\/salesdevelopmentblog\/10-critical-best-practices-for-your-sales-force-in-this-crisis\" rel=\"nofollow noopener\" target=\"_blank\">10 Critical Best Practices for Your Sales Force in This Crisis<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.researchgate.net\/scientific-contributions\/2001729854_John_Nietupski\" rel=\"nofollow noopener\" target=\"_blank\">John Nietupski<\/a>, <a href=\"https:\/\/www.linkedin.com\/in\/dale-verstegen-9542a49\/\" rel=\"nofollow noopener\" target=\"_blank\">Dales Verstegen<\/a>, <a href=\"https:\/\/www.researchgate.net\/scientific-contributions\/77127419_Susan_Hamre-Nietupski\" rel=\"nofollow noopener\" target=\"_blank\">Due Hamre-Nietupski<\/a>&nbsp;-&nbsp;<em><a href=\"https:\/\/www.jstor.org\/stable\/23878649?seq=1\" rel=\"nofollow noopener\" target=\"_blank\">Incorporating Sales and Business Practices into Job Development in Supported Employment<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.mendeley.com\/authors\/54585208000\/\" rel=\"nofollow noopener\" target=\"_blank\">Alexander Haas<\/a>, <a href=\"https:\/\/www.mendeley.com\/profiles\/ivan-snehota\/\" rel=\"nofollow noopener\" target=\"_blank\">Ivan Snehota<\/a>, <a href=\"https:\/\/www.sciencedirect.com\/science\/article\/abs\/pii\/S0019850111002227\" rel=\"nofollow noopener\" target=\"_blank\">Daniela Corsaro<\/a>&nbsp;-&nbsp;<em><a href=\"https:\/\/www.sciencedirect.com\/science\/article\/abs\/pii\/S0019850111002227\" rel=\"nofollow noopener\" target=\"_blank\">Creating value in business relationships: The role of sales<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.amazon.co.uk\/Books-Jeffrey-Gitomer\/s?rh=n%3A266239%2Cp_27%3AJeffrey+Gitomer\" rel=\"nofollow noopener\" target=\"_blank\">Jeffery Gitomer<\/a>&nbsp;- <em><a href=\"https:\/\/books.google.co.uk\/books?hl=en&amp;lr=&amp;id=m8Anx3NBGsgC&amp;oi=fnd&amp;pg=PA9&amp;dq=psychology+of+sales&amp;ots=ZCqaiuAZF-&amp;sig=iX4WbghZEwvp37jz0McAhhoyYhU&amp;redir_esc=y#v=onepage&amp;q=psychology%20of%20sales&amp;f=false\" rel=\"nofollow noopener\" target=\"_blank\">Selling Yourself to Others: The New Psychology of Sales<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.emerald.com\/insight\/search?q=Leland%20Campbell\" rel=\"nofollow noopener\" target=\"_blank\">Leland Campbell<\/a>, <a href=\"https:\/\/www.emerald.com\/insight\/search?q=William%20D.%20Diamond\" rel=\"nofollow noopener\" target=\"_blank\">William D. Diamond<\/a>&nbsp;-&nbsp;<em><a href=\"https:\/\/www.emerald.com\/insight\/content\/doi\/10.1108\/EUM0000000002586\/full\/html\" rel=\"nofollow noopener\" target=\"_blank\">Framing and Sales Promotions: The Characteristics of a Good Deal<\/a><\/em><\/li>\n<li><a href=\"http:\/\/miamioh.edu\/fsb\/directory\/?up=\/directory\/friendsb\" rel=\"nofollow noopener\" target=\"_blank\">Scott Friend<\/a>, <a href=\"https:\/\/www.linkedin.com\/in\/jljohnson05\/\" rel=\"nofollow noopener\" target=\"_blank\">Jessica Johnson<\/a>, <a href=\"https:\/\/directory.unl.edu\/people\/fluthans1\" rel=\"nofollow noopener\" target=\"_blank\">Fred Luthans<\/a>, <a href=\"https:\/\/business.unl.edu\/people\/rsohi\/\" rel=\"nofollow noopener\" target=\"_blank\">Dr Ravi Valluru<\/a>&nbsp;-&nbsp;<em><a href=\"https:\/\/www.tandfonline.com\/doi\/abs\/10.1080\/10696679.2016.1170525\" rel=\"nofollow noopener\" target=\"_blank\">Positive Psychology In Sales: Integrating Psychological Capital<\/a><\/em><\/li>\n<li><a href=\"http:\/\/www.applicantpro.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Applicant PRO<\/a> - <em><a href=\"http:\/\/www.applicantpro.com\/products\/onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.clients-first.co.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">Clients First<\/a> - <em><a href=\"https:\/\/www.clients-first.co.uk\/media\/JobDescription-SalesExecutive-FINAL.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Job Description: Sales Executive<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.essential-trading.co.uk\" rel=\"nofollow noopener\" target=\"_blank\">Essential Training <\/a>- <em><a href=\"https:\/\/www.essential-trading.co.uk\/downloads\/SalesRepJobDescriptionandPersonSpec.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Sales Wholesale RepresentativeJob Description<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.linkedin.com\/pub\/carter-mcnamara-mba-phd\/10\/537\/978\" rel=\"nofollow noopener\" target=\"_blank\">Carter McNamara<\/a> - <em><a href=\"http:\/\/managementhelp.org\/supervision\/roles.htm#anchor234351\" rel=\"nofollow noopener\" target=\"_blank\">Roles and Responsibilities of a Supervisor<\/a><\/em><\/li>\n<li><a href=\"http:\/\/www.expertsupervisor.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Expert Supervisor <\/a>- <em><a href=\"http:\/\/www.expertsupervisor.com\/article.aspx?ID=pub_OrientingNew&amp;scope=pub\" rel=\"nofollow noopener\" target=\"_blank\">New Employee Orientation Checklist<\/a><\/em><\/li>\n<li><a href=\"http:\/\/commongoodcareers.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Commongood Careers<\/a> - <a href=\"http:\/\/commongoodcareers.org\/articles\/detail\/best-practices-for-employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\"><em>Best Practices&nbsp;for Employee Onboarding<\/em><\/a><\/li>\n<li><a href=\"http:\/\/idealistcareers.org\/\" rel=\"nofollow noopener\" target=\"_blank\">Idealist Careers<\/a> - <em><a href=\"http:\/\/idealistcareers.org\/closing-the-deal-salary-and-benefits-negotiation\/\" rel=\"nofollow noopener\" target=\"_blank\">Closing&nbsp;the Deal: Salary And Benefits Negotiation<\/a><\/em><\/li>\n<li><a href=\"http:\/\/www.miningman.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Mining Man<\/a> - <em><a href=\"http:\/\/www.miningman.com\/Blog\/January-2010\/How-to-Welcome-a-New-Employee-to-the-Team\" rel=\"nofollow noopener\" target=\"_blank\">How to Welcome a New Employee to the Team<\/a><\/em><\/li>\n<li><a href=\"http:\/\/hrweb.berkeley.edu\/\" rel=\"nofollow noopener\" target=\"_blank\">Berkley HR<\/a> - <em><a href=\"http:\/\/hrweb.berkeley.edu\/guides\/managing-hr\/managing-successfully\/performance-management\/planning\/expectations\" rel=\"nofollow noopener\" target=\"_blank\">Performance Expectations = Results + Actions &amp; Behaviors<\/a><\/em><\/li>\n<li><a href=\"http:\/\/www.hrpulse.co.za\/component\/contact\/contact\/11-uncategorised\/11\" rel=\"nofollow noopener\" target=\"_blank\">HR Pulse News Desk<\/a>&nbsp;-&nbsp;<em><a href=\"http:\/\/www.hrpulse.co.za\/recruitment1\/induction\/229077-why-is-induction-so-important\" rel=\"nofollow noopener\" target=\"_blank\">Why is an induction so important<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/SusanHeathfield\" rel=\"nofollow noopener\" target=\"_blank\">Susan Heathfield<\/a>&nbsp;- <em><a href=\"http:\/\/humanresources.about.com\/od\/glossarym\/g\/mentoring.htm\" rel=\"nofollow noopener\" target=\"_blank\">Use Mentoring to Develop Employees<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.onsightapp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Onsight<\/a> - <em><a href=\"https:\/\/www.onsightapp.com\/blog\/onboarding-process-will-make-sales-reps-stay\" rel=\"nofollow noopener\" target=\"_blank\">An Onboarding Process That Will Make Sales Reps Stay<\/a><\/em><\/li>\n<li><a href=\"https:\/\/blog.hubspot.com\" rel=\"nofollow noopener\" target=\"_blank\">Hubspot<\/a> - <em><a href=\"https:\/\/blog.hubspot.com\/sales\/new-hire-training-salespeople\" rel=\"nofollow noopener\" target=\"_blank\">New Hire Training for Salespeople: The Ultimate Guide<\/a><\/em><\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/coffee-scene-calendar-coffee-beans-5337255\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/hollanddesign-15443332\/\" rel=\"nofollow noopener\" target=\"_blank\">Hollanddesign<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/dawn-sun-nature-sunrise-3061311\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/buchlowski-6814345\/\" rel=\"nofollow noopener\" target=\"_blank\">Buchlowski<\/a>, re-sized<\/li>\n<li><a href=\"https:\/\/pixabay.com\/photos\/calendar-days-day-of-the-week-487695\/\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/pixabay.com\/users\/422737-422737\/\" rel=\"nofollow noopener\" target=\"_blank\">ID 422737<\/a>, re=sized<\/li>\n<li><a href=\"https:\/\/commons.wikimedia.org\/wiki\/File:Monthly-planners-printable-planners.jpg\" rel=\"nofollow noopener\" target=\"_blank\">Image<\/a> - <a href=\"https:\/\/commons.wikimedia.org\/w\/index.php?title=User:Vinmer&amp;action=edit&amp;redlink=1\" rel=\"nofollow noopener\" target=\"_blank\">Vinmer<\/a>, re-sized<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/www.process.st\/templates\/restaurant-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Restaurant Employee Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/salesperson-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesperson Onboarding Checklist for Startups<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/developer-onboarding-checklist-for-startups\/\" rel=\"nofollow noopener\" target=\"_blank\">Developer Onboarding Checklist for Startups<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/retail-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Retail Employee Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Run this Sales Onboarding Checklist to hire new sales staff, train them with the required skills and knowledge, instill company values, and show them how to leverage the provided tools of a company. With a strong onboarding process, your sales representatives will be set up for success before they even begin selling. According to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":23517,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"46","template_description":"Hiring and training new sales representatives for success.","template_id":"rx8yPBVnfXsrEmH121RE_A","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Record checklilst details","task_slug_1":"record-checklilst-details","task_2":"Before the first day:","task_slug_2":"before-the-first-day","task_3":"Prepare paperwork","task_slug_3":"prepare-paperwork","task_4":"Approval: Employee paperwork","task_slug_4":"approval-employee-paperwork","task_5":"Discuss role, goals and projects with supervisor","task_slug_5":"discuss-role-goals-and-projects-with-supervisor","task_6":"Prepare employee's 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