Sales Rep Onboarding Checklist: A 30-60-90 Day Plan for Sales Training
- Aaryendr Rajpurohit
- Jun 16, 2024
- 3 min read

You've just hired a new sales rep. Now what? It's important to have a plan for onboarding and training your new hire, so that they can hit the ground running and start selling as soon as possible. This Sales Rep Onboarding Checklist will help you create a 30-60-90 day plan for sales training, so that you can be sure your new hire is set up for success. What is Sales Rep Onboarding Checklist?
A Sales Rep Onboarding Checklist is a document that outlines the tasks that need to be completed in order to onboard a new sales rep. This checklist can be used by managers to ensure that all of the necessary training and information is covered with the new hire.
The checklist should include an overview of the company's sales process, as well as any specific information that the new sales rep will need to know. It is also important to include a timeline for completing the onboarding process. This will help to ensure that everything is done in a timely manner and that the new sales rep is ready to start selling as soon as possible. 30 - 60 - 90 Onboarding Plan Sales training is essential for any business that wants to succeed. By providing new sales reps with the tools and knowledge they need to succeed, businesses can increase their chances of making more sales and generating more revenue.
One way to structure sales training is through a 30-60-90 day plan. This type of plan provides a framework for sales reps to follow as they learn about their new role, build relationships with customers, and close deals. Here's a look at what a 30-60-90 day plan for sales training might look like. First 30 Days
The first 30 days of a new sales rep's training should be focused on getting them up to speed on your product or service. This means giving them a thorough understanding of what you offer, how it works, and who it's for. Your goal during this time should be to give them the knowledge they need to be able to sell your product confidently. To do this, you'll need to provide them with:
A complete overview of your product or service
Company's values, culture and goals
An understanding of your target market
Training on your sales process
Tips and tricks for selling your product
Information about your competitors
31 - 60 Days Once they've got a good understanding of all of these things, they can start working on their sales skills. This is where the next 60 days of their training come in.
During this time, you should focus on helping them develop the skills they need to be successful in selling your product. This means providing them with:
Sales techniques training
Role-playing exercises
Shadowing seasoned sales reps
Opportunities to practice their skills with actual customers
Feedback and coaching on their performance
By the end of the 60 days, they should be ready to start selling independently and confidently. With the right training and support, they should be able to hit the ground running and start generating sales for your business. 61 - 90 Days
An important step in any sales training plan is to establish clear and measurable goals. Without these, it will be difficult to track progress and determine whether or not the training is successful. To measure the success of your sales training, following are some key metrics you want to analyze:
Sales Training Metrics:
Average Deal Size
Win/Loss Rate
Sales Cycle Length (days)
Number of monthly downloads from sales enablement system
Adoption rate of CRM system
Adoption rate of sales enablement system
Sales Productivity Metrics:
Number of Sales
Revenue
Closing Ratios
Dials/Day
Number of New Prospects (set appointments)
Number of Demos
Forecast Sales:
Sales Stage
Probability
Expected Revenue
Prospect/Customer
Product or Service
Close Date
Post-Project Evaluation:
Overall Project Assessment
Scope Management
Quality of Deliverables
Key Accomplishments
Best Practices Developed
Conclusion
If you're looking for a brief sales rep onboarding checklist, then this is the article for you. By following this checklist, you can be sure that your sales reps are prepared to hit the ground running and start selling effectively from day 60. Thanks for reading!
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