Sales Onboarding Checklist

The Sales Onboarding Checklist is a comprehensive plan to help ensure that new sales staff are successful in their new role. It includes tasks such as familiarizing the new hire with company policies and procedures, completing a training program, setting goals, and learning about the company’s product and services. It also includes tasks like preparing a sales pitch and learning about the sales process. The checklist is designed to help new salespeople quickly learn the ropes and become productive members of the team. By providing a comprehensive plan and a timeline for completion, the checklist can help ensure that new sales staff are successful in their roles.

  • Set up equipment: Ensure that new sales reps have the necessary equipment, such as computers, phones, and other tools, to do their job.
  • Schedule onboarding meetings: Schedule time to introduce the new sales rep to the team, explain the company’s sales process, and review performance expectations.
  • Assign a mentor: Assign a mentor to the new sales rep, who can provide guidance and advice.
  • Establish goals: Establish clear goals for the new sales rep, including expected sales volumes and other metrics.
  • Review sales process: Review the company’s sales process and ensure that the new sales rep is familiar with all procedures.
  • Provide product training: Provide comprehensive training on the company’s products and services.
  • Schedule customer visits: Schedule customer visits and ensure that the sales rep is prepared to make a good impression.
  • Establish communication: Establish clear communication channels for the new sales rep to use for reporting.
  • Set up CRM account: Set up a CRM account for the new sales rep and ensure that all customer data is properly tracked and managed.
  • Monitor progress: Monitor the progress of the new sales rep and provide feedback on a regular basis.

Checklist Category

You may be also interested in

  • Sales Training Checklist
  • Sales Prospecting Checklist
  • Sales Performance Management Checklist
  • Sales Process Optimization Checklist
  • Sales Goals and Objectives Checklist
  • Sales Reporting and Analysis Checklist

Frequently Asked Questions

  • What is a Sales Onboarding Checklist?

    A Sales Onboarding Checklist is a list of tasks and activities that need to be completed in order to bring a new salesperson up to speed on their responsibilities. It typically includes items such as product training, customer service training, and sales strategy training.

  • What types of tasks are included in a Sales Onboarding Checklist?

    Common tasks included in a Sales Onboarding Checklist include product training, customer service training, sales strategy training, sales process training, onboarding paperwork, and compliance training.

  • What resources are available to help me create a Sales Onboarding Checklist?

    There are a variety of resources available to help you create a Sales Onboarding Checklist, including templates, step-by-step guides, and software tools. Additionally, many companies offer consulting services to help you set up and manage your onboarding process.