Sales Onboarding Checklist

Keep track of your sales onboarding process with this step-by-step checklist.


Sales Onboarding Checklist

Successful sales organizations use a checklist-driven approach to ensure quality onboarding is delivered to all reps consistently. Using a step-by-step strategy can help keep your team organized as you make sure all the bases are covered.

In this checklist you will get:

  1. A clear and actionable 4-week checklist template that can be easily customized to your specific circumstance
  2. Parses the sales onboarding process into a series of exercises so that they are more readily measurable
  3. Exercises are grouped into core component types – eg. training, action items, assessment and certification, etc so they are more functional and workable when applied