{"id":3391,"date":"2015-12-01T23:27:34","date_gmt":"2015-12-01T23:27:34","guid":{"rendered":"https:\/\/www.process.st\/templates\/salesperson-onboarding-checklist-for-startups\/"},"modified":"2024-02-28T15:58:09","modified_gmt":"2024-02-28T15:58:09","slug":"salesperson-onboarding-checklist-for-startups","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/salesperson-onboarding-checklist-for-startups\/","title":{"rendered":"New Salesperson Onboarding Checklist for Startups"},"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\/r6hqMQ31DzITqAqzpqFHoQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/r6hqMQ31DzITqAqzpqFHoQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Since the average cost of recruiting, hiring, and training an employee is typically <a href=\"http:\/\/www.entrepreneur.com\/article\/220310\" rel=\"nofollow noopener\" target=\"_blank\">200% of an employee\u2019s annual salary<\/a>, you want to make sure they actually stick around.<\/p>\n<p>According to <a href=\"https:\/\/blog.hubspot.com\/sales\/proven-strategies-for-reducing-sales-rep-turnover\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot<\/a>, in an <a href=\"http:\/\/www.businessnewsdaily.com\/2563-employee-retention-practices.html\" rel=\"nofollow noopener\" target=\"_blank\">Allied Workforce Mobility Survey<\/a> it was revealed that only 66% of companies train their new employees.<\/p>\n<p>On average, the cost of onboarding a new hire is just $67. Compare this to the cost of recruiting, hiring and training a sales employee (over $100,000), and you've got a clear, logical reason to use a proper salesperson onboarding process.<\/p>\n<p>Let\u2019s jump into this salesperson onboarding checklist to help ensure your new hire successfully integrates into your company with ease.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"before-first-day\">\n<h2>Before first day:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed before the new hire's first day.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-basic-information\">\n<h2>Record basic information<\/h2>\n<div class=\"text-content\">\n<p>Before the onboarding process can begin, you\u2019re required to prepare any necessary paperwork and information before your new hire\u2019s first day. You can start preparing this paperwork by recording the following information in the form field below:<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's 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's 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> Start 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<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Preferred contact method <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> If other, please specify <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Do you have an employee handbook? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-paperwork\">\n<h2>Prepare paperwork<\/h2>\n<div class=\"text-content\">\n<p>When hiring a<strong> new employee<\/strong> you need to <strong>remember the basics<\/strong> - <strong>all forms<\/strong> must be intact and <strong>passed on to the HR department<\/strong>. Save <strong>copies<\/strong> of these vital forms using the<strong> form fields<\/strong> below:<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> W-4 form <\/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=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> I-9 form <\/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=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Intellectual property and assignment agreement <\/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=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Non-disclosure agreement <\/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 require some<strong> examples<\/strong> of the necessary forms, <strong>see below<\/strong>.<\/p>\n<ol>\n<li>Intellectual property and assignment agreement (<a href=\"https:\/\/www.docracy.com\/6480\/short-ip-assignment-agreement-for-internet-startup\" rel=\"nofollow noopener\" target=\"_blank\">Customizable example<\/a>)<\/li>\n<li>Non-Disclosure agreement (<a href=\"https:\/\/www.docracy.com\/0fj9jsndtwt\/nda\" rel=\"nofollow noopener\" target=\"_blank\">Customizable example<\/a>)<\/li>\n<\/ol><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">You can also edit what paperwork you want to upload during this onboarding process by adding the workflow to your library and clicking '<a href=\"https:\/\/www.process.st\/help\/docs\/editing-workflows\/\" rel=\"nofollow noopener\" target=\"_self\">Edit<\/a>.'&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval: <\/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=\"create-company-email\">\n<h2>Create company email<\/h2>\n<div class=\"text-content\">\n<p>Great! Now that you\u2019ve completed the employee paperwork, you can go ahead and create a company email for your new hire.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Login details <\/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=\"send-a-welcome-email\">\n<h2>Send a welcome email<\/h2>\n<div class=\"text-content\">\n<p>Once you've <strong>provided<\/strong> the new hire with <strong>their company email<\/strong>, you can <strong>send<\/strong> a <strong>welcome mail to this address.&nbsp;<\/strong>This can also be an opportunity to remind them of their start date and keep them interested in this new position.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"conditional-link-employee-handbook\">\n<h2>[CONDITIONAL] Link employee handbook<\/h2>\n<div class=\"text-content\">\n<p>An employee handbook is an excellent way to help your new hire understand your company culture and the relevant information for their role.<\/p>\n<p>If you have a handbook, you can include it into <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"nofollow noopener\" target=\"_blank\">Pages<\/a> and provide the link in this workflow to help provide the new employee with easy access.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"first-day\">\n<h2>First day:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed by the new hire's first day of employment.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-introductory-session\">\n<h2>Schedule introductory session<\/h2>\n<div class=\"text-content\">\n<p><a href=\"http:\/\/www.tmcnet.com\/channels\/call-center-on-demand\/articles\/391376-robust-onboarding-process-the-call-center-set-agents.htm\" rel=\"nofollow noopener\" target=\"_blank\">Five9<\/a> recommends you to follow this process for an introductory session that will make new hires feel at home:<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of introductory session <\/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=\"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      Greet new agents with name tags\/place cards\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      Present a fun gift that reinforces your company culture\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      Describe your contact center\u2019s vision, mission, and passion\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      Explain the importance of the new agent\u2019s role\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      Pair your employee up with an experienced buddy\/sponsor\/mentor\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      Get an executive to welcome new arrivals\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\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      Make sure everyone has a buddy or fellow new-hire to chat with at lunch\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>The goal of the introduction session is to introduce everyone and create an awesome environment.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-a-mentor\">\n<h2>Assign a mentor<\/h2>\n<div class=\"text-content\">\n<p>When <strong>assigning a mentor, be clear<\/strong> about their roles. Identify the criteria and expectations to <strong>ensure the mentor is fully aware of their duties<\/strong>. <strong>Record<\/strong> the assigned mentor with the<strong> form field<\/strong> below.<\/p>\n<p><strong>Don't follow the job title hierarchy<\/strong> or pick a person with a higher job title or a person that has been in the company the longest. Instead, it\u2019s best to find a person who <strong>knows the most about the tasks<\/strong> regardless of their job title. Tasks for mentors might include: &nbsp;&nbsp;<\/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      Ensuring the new hire is familiar with the product&nbsp;\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      Keeping understand company processes&nbsp;\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      Understanding the competition&nbsp;\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      Explaining the company culture&nbsp;\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      Being the person a new hire can come to if any problems occur\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"tour-facility-and-work-areas\">\n<h2>Tour facility and work areas<\/h2>\n<div class=\"text-content\">\n<p>A full tour lets new employees feel comfortable in the area while giving them a chance to meet their co-workers. During the tour (perhaps using your phone) tick off the below sub-checklist items to make sure you don't miss anything.<\/p>\n<ul><\/ul>\n<p>(Source: <a href=\"https:\/\/welcome.mit.edu\/managers\/tools\/tour\" rel=\"nofollow noopener\" target=\"_blank\">welcome.mit.edu<\/a>)<\/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      Restrooms\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      Break\/lunch rooms\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      Kitchen, including any department procedures\/norms\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      Closest dining hall, coffee\/tea location, and vending machines\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      Local lunch options and locations\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      Supply room, including any department procedures\/norms\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\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      Emergency and first aid supplies\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\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      Photocopy, fax machine, and scanner (including instructions on use)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\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      Mail Room\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\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      Transportation services and stops\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"conditional-read-through-the-employee-handbook\">\n<h2>[CONDITIONAL] Read through the employee handbook<\/h2>\n<div class=\"text-content\">\n<p>To get a better idea of the company you're working for, you can read through the employee handbook. Here are the sections you should be paying attention to. You can tick each one off once you've finished reading through the relevant section.&nbsp;<\/p>\n<p>{{form.Employee_handbook}}<\/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      Introducing the company history\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      Explaining the time off policy\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      Discussing employee behavior\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      Define pay and promotions\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      Inform about benefits\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      Explain company goals\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\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      Explain who your customers are and why they buy from you\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\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      Formulate desired outcome\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\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      Explain the company culture\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\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      Explain what they buy and the purpose\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       11\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      Know the competition\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"schedule-endofdaymeeting\">\n<h2>Schedule end-of-day-meeting<\/h2>\n<div class=\"text-content\">\n<p>This is the perfect opportunity to check in with your new hire and see how their first day went. During this meeting, you can let them know about what they can expect within the following weeks, the projects they have coming up, and their roles and responsibilities at this point.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> End-of-date 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<\/section>\n<section id=\"first-week\">\n<h2>First week:<\/h2>\n<div class=\"text-content\">\n<p>These tasks should be completed within the new hire's first week of employment.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"hold-orientation-with-the-required-tools\">\n<h2>Hold orientation with the required tools<\/h2>\n<div class=\"text-content\">\n<p>Your new hires should be familiar with any required tools you might be using before they start to work independently. Organize a training session to test your employees on these tools and provide the necessary training.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of training <\/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=\"make-them-read-support-conversations\">\n<h2>Make them read support conversations<\/h2>\n<div class=\"text-content\">\n<p>Once the salesperson is familiar with your product through testing, you should <strong>introduce them to your customer base<\/strong> by getting them to <strong>read<\/strong> (or even interact with) your <strong>support conversations<\/strong>.<\/p>\n<p>This is a fantastic way to show both the breadth of questions and objections they will later be faced with, but also give them a sense of the background and desires of your customers first hand.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you\u2019re planning to have your new hires react to support conversations, you should properly brief these employees through a meeting.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of support conversation briefing <\/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=\"meet-with-them-regularly-during-the-first-week\">\n<h2>Meet with them regularly during the first week<\/h2>\n<div class=\"text-content\">\n<p>Having daily check-ins with your new hire can be incredibly beneficial to ensure they are integrating well into the company. You won\u2019t need to do this for the entire onboarding process, but doing so during the first week will help provide the new hire with some direction and support.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Recurring meeting time <\/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=\"following-the-end-of-the-90-days\">\n<h2>Following the end of the 90 days:<\/h2>\n<\/section>\n<section id=\"schedule-weekly-1on1-meetings\">\n<h2>Schedule weekly 1-on-1 meetings<\/h2>\n<div class=\"text-content\">\n<p>As time goes on, you won't need to check up on <strong>how your new employee is doing<\/strong> so regularly. Limiting correspondence to <strong>weekly meetings<\/strong> means that the most important issues of the week can be ironed out on the spot.<\/p>\n<p>It's best not to schedule a meeting like this on Friday, so <strong>action can be taken<\/strong> straight afterwards. Also, ensure that you do not overload them with feedback - <strong>focus<\/strong> <strong>on a few key areas of improvement at a time<\/strong>, as this will not only make it clear what they have to focus on before the next meeting, but they also avoid walking away with their confidence in tatters.<\/p>\n<p>(Source: <a href=\"https:\/\/www.inc.com\/veer-gidwaney\/how-to-hold-a-weekly-team-meeting-without-wasting-people-s-time.html\" rel=\"nofollow noopener\" target=\"_blank\">inc.com<\/a>)<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Weekly 1-on-1 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<\/section>\n<section id=\"assign-project\">\n<h2>Assign project<\/h2>\n<div class=\"text-content\">\n<p>Each onboarding process should come with a project, as this helps managers and mentors assess the new hire\u2019s progress during the initial onboarding. When looking at a salesperson onboarding checklist, assigning a live calls project offers great benefits.&nbsp;<\/p>\n<p>This project can involve the employee cold calling various potential customers. During this project, they can apply everything that they have learned so far in the onboarding process. From here, the calls can be recorded, process tracked, and number of sales they accumulated.&nbsp;<\/p>\n<p>Have a meeting with your new hire to discuss this project and lay out everything that needs to be done. The end of the project could be after reaching a certain number of hours\u2019 worth of cold calling.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> First project 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<\/section>\n<section id=\"give-feedback-and-schedule-any-required-extra-training\">\n<h2>Give feedback and schedule any required extra training<\/h2>\n<div class=\"text-content\">\n<p>Now that your new hire has reached the targeted number of cold calling hours, it\u2019s time to review how they did.<\/p>\n<p>On a scale of 1 to 10 (10 being the best):&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Product knowledge <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Sales performance <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Their comfort during calls <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>After you\u2019ve assessed their performance, you can go ahead and schedule a meeting to provide feedback. This is also a great opportunity to discuss future plans and goals with the new hire.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Performance review 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<\/section>\n<section id=\"assess-the-outcome\">\n<h2>Assess the outcome<\/h2>\n<div class=\"text-content\">\n<p>Decide <strong>whether the employee needs more orientation<\/strong> or is good to go by looking at the following aspects and comparing them to your expectations:<\/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      Project completion\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      Testing\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      Practice certifications\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      Overall performance\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p>Bring in their assigned buddy for the assessment to help you <strong>clear up anything<\/strong> you're not sure about.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Review meeting with mentor <\/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=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is more orientation needed? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-2\">\n<h2>Approval: <\/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\">Assess the outcome<\/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=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/twitter.com\/victoriahyoung\" rel=\"nofollow noopener\" target=\"_blank\">Victoria Young<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/blog.hubspot.com\/sales\/proven-strategies-for-reducing-sales-rep-turnover\" rel=\"nofollow noopener\" target=\"_blank\">Proven Strategies for Reducing Sales Rep Turnover<\/a><\/li>\n<li><a href=\"http:\/\/www.forbes.com\/sites\/patrickhull\/\" rel=\"nofollow noopener\" target=\"_blank\">Patrick Hull<\/a> -&nbsp;<a href=\"http:\/\/www.forbes.com\/sites\/patrickhull\/2013\/01\/10\/answer-4-questions-to-get-a-great-mission-statement\/\" rel=\"nofollow noopener\" target=\"_blank\">Answer 4 Questions to Get a Great Mission Statement<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/bostonvc\" rel=\"nofollow noopener\" target=\"_blank\">David Skok<\/a> - <a href=\"http:\/\/www.forentrepreneurs.com\/onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales and Employee Onboarding Best Practices<\/a><\/li>\n<li>Kauffman Foundation -&nbsp;<a href=\"http:\/\/www.forbes.com\/sites\/kauffman\/2013\/04\/24\/i-have-no-idea-what-your-company-does-five-steps-to-clearly-explain-your-startup-idea\/\" rel=\"nofollow noopener\" target=\"_blank\">'I Have No Idea What Your Company Does!' Five Steps To Clearly Explain Your Startup Idea<\/a><\/li>\n<li><a href=\"http:\/\/www.hbs.edu\/faculty\/Pages\/profile.aspx?facId=6560\" rel=\"nofollow noopener\" target=\"_blank\">Howard Stevenson<\/a> - <a href=\"https:\/\/blog.kissmetrics.com\/great-company-culture\/\" rel=\"nofollow noopener\" target=\"_blank\">The 4 Elements That Make Great Company Culture<\/a><\/li>\n<li>Amazing Workplace - <a href=\"http:\/\/amazingworkplace.com\/27-building-and-managing-remote-teams\/\" rel=\"nofollow noopener\" target=\"_blank\">Building And Managing Remote Teams<\/a><\/li>\n<li>The Whole Brain Group - <a href=\"http:\/\/blog.thewholebraingroup.com\/steps-to-creating-an-ideal-customer-profile\" rel=\"nofollow noopener\" target=\"_blank\">Five Simple Steps to Creating an Ideal Customer Profile<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/DidiZheleva?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor\" rel=\"nofollow noopener\" target=\"_blank\">Didi Zheleva<\/a> - <a href=\"http:\/\/www.intouchcrm.com\/how-to-find-prospects-for-your-business\/#.VgE5NN-qpBf\" rel=\"nofollow noopener\" target=\"_blank\">How to Find Prospects for your Business<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/zachcb1?lang=en\" rel=\"nofollow noopener\" target=\"_blank\">Zach Bulygo<\/a>&nbsp;- <a href=\"http:\/\/grow.kissmetrics.com\/guide-to-churn\" rel=\"nofollow noopener\" target=\"_blank\">The SaaS Owners Guide to Churn<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/jasonlk\" rel=\"nofollow noopener\" target=\"_blank\">Jason Lemkin<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/labs.openviewpartners.com\/saas-reduce-churn-rate-renewal-sales-reps\/\" rel=\"nofollow noopener\" target=\"_blank\">Expired: Your SaaS Company Doesn\u2019t Need Sales Reps Focused on Renewals<\/a><\/li>\n<li>ITWorld - <a href=\"http:\/\/www.itworld.com\/article\/2699495\/consumerization\/quickly-share-google-calendar-events-by-adding-the-person-s-email-address.html\" rel=\"nofollow noopener\" target=\"_blank\">Quickly Share Google Calendar Events by Adding the Person's Email Address<\/a><\/li>\n<li>MIT -&nbsp;<a href=\"https:\/\/welcome.mit.edu\/managers\/tools\/buddy-tips\" rel=\"nofollow noopener\" target=\"_blank\">Onboarding Buddy Suggestions and Tips<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/veergid\" rel=\"nofollow noopener\" target=\"_blank\">Veer Gidwaney<\/a> - <a href=\"http:\/\/www.inc.com\/veer-gidwaney\/how-to-hold-a-weekly-team-meeting-without-wasting-people-s-time.html\" rel=\"nofollow noopener\" target=\"_blank\">How to Hold a Weekly Team Meeting Without Wasting People's Time<\/a><\/li>\n<li><a href=\"https:\/\/plus.google.com\/u\/0\/111269726586392914165\" rel=\"nofollow noopener\" target=\"_blank\">Steli Efti<\/a> - <a href=\"http:\/\/For more information, check out Close.io's post on salesperson onboarding.\" rel=\"nofollow noopener\" target=\"_blank\">How To Onboard New Sales Hires<\/a><\/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\">Employee Onboarding Checklist<\/a><\/li>\n<li><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\/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: Since the average cost of recruiting, hiring, and training an employee is typically 200% of an employee\u2019s annual salary, you want to make sure they actually stick around. According to HubSpot, in an Allied Workforce Mobility Survey it was revealed that only 66% of companies train their new employees. On average, the cost of [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3392,"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":"26","template_description":"A step-by-step salesperson onboarding checklist for your startup's success.","template_id":"iOZ9HFMgmYPrfdEYIKFEzA","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Before first day:","task_slug_1":"before-first-day","task_2":"Record basic information","task_slug_2":"record-basic-information","task_3":"Prepare paperwork","task_slug_3":"prepare-paperwork","task_4":"Approval:","task_slug_4":"approval","task_5":"Create company email","task_slug_5":"create-company-email","task_6":"Send a welcome email","task_slug_6":"send-a-welcome-email","task_7":"[CONDITIONAL] Link employee handbook","task_slug_7":"conditional-link-employee-handbook","task_8":"First day:","task_slug_8":"first-day","task_9":"Schedule introductory session","task_slug_9":"schedule-introductory-session","task_10":"Assign a mentor","task_slug_10":"assign-a-mentor","task_11":"Tour facility and work areas","task_slug_11":"tour-facility-and-work-areas","task_12":"[CONDITIONAL] Read through the employee handbook","task_slug_12":"conditional-read-through-the-employee-handbook","task_13":"Schedule end-of-day-meeting","task_slug_13":"schedule-endofdaymeeting","task_14":"First week:","task_slug_14":"first-week","task_15":"Hold orientation with the required tools","task_slug_15":"hold-orientation-with-the-required-tools","task_16":"Make them read support conversations","task_slug_16":"make-them-read-support-conversations","task_17":"Meet with them regularly during the first week","task_slug_17":"meet-with-them-regularly-during-the-first-week","task_18":"Following the end of the 90 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