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Onboarding Checklist for New Sales Hires Template

Salespeople often take six to nine months to get up to speed. By using this template, you can quickly get the most out of your investment in new hire sales.

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    Save time with a pre-built template complete with recommended talking points to get you started

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    In Fellow, customize headers, talking points, and more before using it in your next meeting

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    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Onboarding Checklist for New Sales Hires Template:

1 💪 Pre-Week Training

Reading materials about their role and what they’ll learn during training.

2 ✅ Onboarding Action Items

A list of action items that will help to fully onboard the sales rep.

  • Email and Administrative Preparation (👤 Assignee: X)
  • Orientation (👤 Assignee: X)
  • Product or Service Training (👤 Assignee: X)
  • Gaining Understanding of the Market (👤 Assignee: X)
  • Job Shadowing (👤 Assignee: X)
  • Prospecting and Introductions (👤 Assignee: X)
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