Onboarding Checklist: Sales Employee
Follow these processes to ensure your new sales employee has a personalized and professional onboarding experience.

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DOCUMENTS & SET UP
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Set up sales employee's tools and communication
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Sign contract agreement
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W-9 or W-2
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Welcome packet and orientation packet
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Company culture documents (include professional ethics and the code of conduct)
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Compensation and benefits documents
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Job description and responsibilities
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New hire training manual
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Sales training material and manual
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New hire introduction to other employees
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SALES TRAINING
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SALES SOFTWARE (Set up training on sales software tools and communication)
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SALES TRAINING (Partner with another sales employee to assist with training)
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PRODUCT KNOWLEDGE (Set up training and overview of company product, service, etc)
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SALES SOFTWARE (Walk employee through sales software)
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TRAINING MATERIALS (Walk employee through training manual (or videos))
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SALES APPROACH (Set up practice sales examples including sales pitch, common product questions, service questions, up-selling services, etc
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SALES SCRIPTS (Walk employee through sales scripts)
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CLOSING A SALE TRAINING AND TECHINQUES (walk employee through how to close and techniques to use when trying to close a sale or sign a customer up for a service)
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BEST PRACTICES (Walk employee through the dos and don't with potential customers)
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SALES PHONE TRAINING (tone, speak clearly and slowly, etc)
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CONTINUED SALES TRAINING
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SALES TEST RUN (partner will assist with calls/emails, practice sales calls, etc)
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FEEDBACK (things to review/work on)
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ADDITIONAL TRAINING (additional assignments, test runs, etc)
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SET PERFORMANCE GOALS
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PRAISE (positive feedback/boost confidence)
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QUESTIONS AND CONCERNS (let new employee give feedback or ask questions)
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CHECKINS (one month, three month, six month)
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SALES GOALS CHECKIN
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EMPLOYEE ONBOARDING REVIEW AND QUESTIONNAIRE (give employee onboarding survey)