sales onboarding checklist

the first step in the salesperson onboarding checklist for startups is to record the details of the new employee. to know when the onboarding process is over, you first have to formulate ideas of what it will involve and the goals you’re aiming to meet. culture tells us what to do when the ceo isn’t in the room, which is of course most of the time.”  do you have a portrait of your ideal customer or various customer personas? in your employee handbook you need to be preparing the salesperson for the kinds of questions they will encounter from real customers.







provide the new hire with your performance statistics, strategy for the future, and be clear about what they are expected to do to help you meet those goals. this is a fantastic way to show both the breadth of questions and objections they will later be faced with, but also give them a sense of the background and desires of your customers first hand. the next step in the salesperson onboarding checklist for startups is to give the new hire a tour of the facilities on their first day. this extra care and attention will go a long way in building trust between you and your new employee and make them feel as if they can talk to you about anything concerning them in the future. decide whether the employee needs more orientation or is good to go by looking at the following aspects and comparing them to your expectations: password must be at least 8 characters long, contain one number, one uppercase character, one lowercase character and one special character.

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