Onboarding Checklist: Sales Employee

Sales Employee Onboarding Checklist SaleSales Employee Onboarding Checklists Employee
  • DOCUMENTS & SET UP

  • Set up sales employee\'s tools and communication

  • Sign contract agreement

  • W-9 or W-2

  • Welcome packet and orientation packet

  • Company culture documents (include professional ethics and the code of conduct)

  • Compensation and benefits documents

  • Job description and responsibilities

  • New hire training manual

  • Sales training material and manual

  • New hire introduction to other employees

  • SALES TRAINING

  • SALES SOFTWARE (Set up training on sales software tools and communication)

  • SALES TRAINING (Partner with another sales employee to assist with training)

  • PRODUCT KNOWLEDGE (Set up training and overview of company product, service, etc)

  • SALES SOFTWARE (Walk employee through sales software)

  • TRAINING MATERIALS (Walk employee through training manual (or videos))

  • SALES APPROACH (Set up practice sales examples including sales pitch, common product questions, service questions, up-selling services, etc

  • SALES SCRIPTS (Walk employee through sales scripts)

  • 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)

  • BEST PRACTICES (Walk employee through the dos and don\'t with potential customers)

  • SALES PHONE TRAINING (tone, speak clearly and slowly, etc)

  • CONTINUED SALES TRAINING

  • SALES TEST RUN (partner will assist with calls/emails, practice sales calls, etc)

  • FEEDBACK (things to review/work on)

  • ADDITIONAL TRAINING (additional assignments, test runs, etc)

  • SET PERFORMANCE GOALS

  • PRAISE (positive feedback/boost confidence)

  • QUESTIONS AND CONCERNS (let new employee give feedback or ask questions)

  • CHECKINS (one month, three month, six month)

  • SALES GOALS CHECKIN

  • EMPLOYEE ONBOARDING REVIEW AND QUESTIONNAIRE (give employee onboarding survey)

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