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Sales Training Checklist Template

Training your sales representatives to be the best they can be will lead to increased success for them and the firm. To do so, use this template.

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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

  • Bring it to life

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

What’s inside this Sales Training Checklist Template:

1 ✅ Sales Training Checklist

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

  • CRM training (👤 Assignee: X)
  • Conduct call reviews (👤 Assignee: X)
  • Provide a sales process overview (👤 Assignee: X)
  • Train reps on how your company handles prospecting (👤 Assignee: X)
  • Walkthrough buyer personas (👤 Assignee: X)
  • Provide a competitive analysis (👤 Assignee: X)
  • Have strong reps provide demo training (👤 Assignee: X)
  • Hold technical training (👤 Assignee: X)
  • Practice negotiating and common object handling (👤 Assignee: X)
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