Onboarding Checklist for New Sales Hires

A template to ensure your new sales hires are geared up for success.

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Industry
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Meeting Scope
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Department
Sales
Meeting type
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Host Role / Title
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Tone of the meeting

✏️ Pre-Week Training

Reading materials about their role and what they’ll learn during training.

✅ Onboarding Action Items

A list of action items that will help to fully onboard the sales rep.

Email and Administrative Preparation

Orientation

Product or Service Training

Gaining Understanding of the Market

Job Shadowing

Prospecting and Introductions

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