60-DAY SALES ONBOARDING SCHEDULE

Use this guide to plan out your 60 day onboarding schedule for new sales reps.

STEP 1: Select the applicable sales onboarding elements

STEP 2: Add relevant onboarding elements to the next tab

SaaS Sales Onboarding Elements

Administrative

Sign In To Email and Other SaaS Tools
Confirm General Company Onboarding
Complete Paperwork
Meet With Team Members
1 on 1 With Founder

Sales

Read Sales Playbook
Make Notes & Action Plan From Sales Playbook
Ideal Customer Profile Deep Dive
Meet With Existing Sales Reps
Meet With Existing CustomersMeet With Existing Customers
1 Day Shadow Existing Sales Reps
1 Day Shadow Founder During Dedicated Sales Block
Practice Full Sales Cycle With Example Account
Join Sales Meeting
Shadow Customer Service

Sales

Watch Demo Recordi
Shadow Demos (Sit In On Call)
Practice Demo With Founder / Existing Rep
Live Demos With Rep/Founder On Call

DOWNLOAD

FREE

60-DAY SALES ONBOARDING SCHEDULE EXAMPLE & TEMPLATE FOR YOUR TEAM

OTHER FREE TEMPLATES

"I just wanted to drop you a note to say thank you, for sharing your templates with me. I have 2 new Enterprise Sales Managers (AE’s) staring on Monday, and I have used them to great effect. The playbook will be a living breathing document that will constantly evolve. The template and the headings that you shared, provided a great starting point!"