sales onboarding plan template

pre-week training, orientation, product training, sales methodology training, and post-training are key to successful reps. onboarding is one of the most critical stages of new hire training for salespeople. here is a checklist for how to do it right: the start of a new job is exciting and can also lead to nervousness from uncertainty. take care of hr documentation, set them up with a computer, and introduce them to the company at a high level. have the new employee listen to calls, asking questions about workflow, and get a sense for the strategy. it’s good for them to listen to reviews from your top reps and a few from reps who haven’t been part of the team that long.







if you’re a b2b company, teach your salespeople what a best-fit company looks like and which contacts they should be trying to make at that company. train new hires on how to use your technology resources, and have them showcase their skills during a demo with you. by the end of training, hubspot reps are both inbound sales and inbound marketing certified. everyone should move through basic sales training to understand the goals, values, and customers your sales organization prioritizes. pair new hires with mentors, and you’ll set them up for a longer, happier career with your company.

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