Onboarding Checklist: Sales Employee

Follow these processes to ensure your new sales employee has a personalized and professional onboarding experience.

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

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    How to do this task:
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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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    How to do this task:
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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)

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