New Rep Onboarding Checklist

M

Marcus Lee

@marcus-lee

·

Comprehensive 90-day sales rep onboarding plan with milestones and certifications.

31 copies0 forks
Create an onboarding checklist for a new sales rep.

Rep profile: {{rep_background}}
Territory: {{territory}}
Ramp target: {{ramp_target}}
Start date: {{start_date}}

Build a comprehensive 90-day onboarding plan:

Week 1-2: Foundation
- Product knowledge milestones
- Systems and tools setup
- Company and culture immersion

Week 3-4: Skills Development
- Discovery call certification
- Demo certification
- Competitive training

Week 5-8: Guided Selling
- Shadow call schedule
- First solo calls with coaching
- Pipeline building activities

Week 9-12: Independence
- Full ownership activities
- Performance checkpoints
- Ongoing development areas

Include success metrics for each phase.

Details

Category

Business

Use Cases

sales onboardingteam developmentrep ramping

Works Best With

gpt-4oclaude-sonnet-4
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