Managing the onboarding process for new sales hires can be challenging.
From assessing their potential, coaching them, providing them with proper support and resources, and finding a balance between onboarding new hires and managing their daily sales activities - a lot needs to be done by the managers.
And this can lead to burnout and reduced productivity.
A detailed checklist can help sales managers stay organized and ensure all necessary steps are taken to set new hires up for success.
What is sales onboarding?
Sales onboarding is the process of onboarding new hires and helping them become a part of your sales team by providing them with the necessary training, resources, and guidance.
The end goal is to make new sales hires feel welcome at the company, train and engage with them so that they can perform well at their job.
The real onboarding process starts right after the new hire accepts your offer.
Here, it is important to constantly stay in touch, and ensure they feel welcomed in the new environment. A few things that the manager should do to ensure that the new hire feels easy to join
- Regularly keep in touch with the new hire and answer any of their doubts.
- Ask the HR team to assist new sales hires in completing all the necessary paperwork.
- Give them access to their corporate accounts (Slack, Google, CRM, and others), so they have everything they need to work on their first day.
- Send them a welcome package with all the information they need to learn about their first day.
Welcoming new sales hires
The next stage of the onboarding process is to welcome new sales members.
Even if the new members have done all the homework and read the welcome packet, they will still need guidance to navigate their first day.
Introduce them to their colleagues, show them how the business works, and assure them they can ask for assistance at any time.
When new members get used to the environment and the work, it’s necessary to provide specific training for their role.
The training should take place during the onboarding process itself, preferably within the first 2 weeks of joining the organization.
The training should cover the following:
- A presentation about the company and its product/services
- The sales tech stack used in the organization, and the reporting structure and format
- How to conduct a demo
- Lead generation
- Different sales cold outreach techniques, cold emails, cold calling, and others
- Sales objection handling techniques
- Sales reporting
During the training, conduct regular assessments to understand the new hires' strengths and weaknesses, as this can then help in providing specific training in the later stages.
Nurturing new hires to become successful sales reps
The last step of the onboarding process is to familiarize them with your company and transition them to full-fledged sales employees.
Conduct a performance review to reflect on their work, identify areas of improvement, and set goals for them in their role.
A sales onboarding checklist to set new sales hire for success
The first three months of sales hire are pretty important.
- In the first month, the focus is on learning.
- During the second month, new sales hires are asked to execute their learnings.
- And in the third month, the focus is on improving their weaknesses
Summary of Sales Onboarding Checklist
Why is a sales onboarding checklist important?
A sales onboarding checklist is an important tool for sales managers when bringing new hires on board. It is a comprehensive guide that outlines the key steps that need to be taken to properly onboard and train new hires to succeed in their roles. This can lead to increased productivity, better performance, and higher retention rates for the sales team.
Who can benefit from using a sales onboarding checklist?
Sales Managers & Team Leaders
Sales enablement and sales operation teams
The organization as a whole
Frequently Asked Questions
Supercharge Your Sales Onboarding
Ensure your new sales hires are set up for success from day 1 with our Sales Onboarding Checklist. Streamline your process, minimize mistakes, and maximize results.
Complete onboarding template - pre-onboarding to settling in. No need for your own checklist.
Save Time and Effort
Reduce ramp-up time with our structured sales onboarding template.
Want To See Salesken In Action?
See how Salesken can provide unparalleled insights into every customer interaction