Sales Onboarding Assessment 🔎

Wondering how effective your existing sales onboarding program is? We can assess the effectiveness of your current program using our proven framework.

Deliverables include:

    • A list of key onboarding metrics will be provided

    • It is recommended for you to collect data on these metrics to establish a baseline for future comparison

    • Summary of your existing sales onboarding program’s key strengths

    • Summary of your existing sales onboarding program’s key areas of opportunity

    • The survey assesses how your sales reps and managers perceive the existing sales onboarding program

    • Survey results presented in a report format

Sales Onboarding Kit 🧰

Determined to build an onboarding program on your own? We can provide ready-to-use templates to give you everything you need to design and facilitate your sales onboarding program.

Deliverables include:

    • Role-specific onboarding curriculum

    • Defined learning objectives

    • Recommended content types

    • Engaging narrative to introduce your content

    • Program overview

    • Onboarding resources summary

    • Program feedback surveys

    • Development questionnaire

    • Recording a personalized outreach video

    • Role plays

    • Quizzes & knowledge checks

  • For all the “behind the scenes” daily admin workflows & processes needed to run onboarding, including:

    • Pre-onboarding checklist

    • New hire progress tracker

    • Program KPIs tracker

    • Role play grading rubric

    • Weekly communications with new hire

    • Sync session slides

    • Individual development plan template

Outsourced Sales Onboarding Program 🏗️

Missing the time and resources to build an effective sales onboarding program? Let us take care of it! We can design and build out a sales onboarding program that is tailored to meet your organization’s unique needs.

Deliverables include:

  • We’ll build out a customized program in your LMS or an internal documentation tool like Notion, including:

    • Role-specific learning curriculum & objectives

    • Defined success metrics

    • Content creation

    • Program overview

    • Onboarding resources summary

    • Practical applications (development questionnaire, role plays, quizzes & knowledge checks)

    • Program feedback surveys

  • For all the “behind the scenes” daily admin workflows & processes needed to run onboarding, including:

    • Pre-onboarding checklist

    • New hire progress tracker

    • Program KPIs tracker

    • Role play grading rubric

    • Weekly communications with new hire

    • Sync session slides (tailored & branded)

    • Individual development plan template

    • Program overview & curriculum

    • Resources summary for new hires & your existing team

Here’s an example of the customized sales onboarding program we built for Gabi Sayah at Deeto:

Post Implementation Support 🤝

Need help maintaining your sales onboarding program after implementation? We can help through ongoing guidance and elevating your onboarding program as you evolve your sales strategy.

Deliverables include:

    • To address your questions through a monthly retainer model

    • Updating onboarding to align with your evolving sales strategy

    • Creating onboarding programs for other sales roles

    • Developing onboarding programs for internal promotions

    • Migrating onboarding program from an internal documentation tool (like Notion) to an LMS

Go-To-Market Foundations 🧱

Not sure about your ICP, buyer personas, or competitors? We can help you research these and develop resources to enable your sales team.

Deliverables include:

    • Analysis of current customers & ideal future customers

    • ICP profile created and documented for supporting your sales team

    • Analysis of decision makers within current customers & ideal future customers

    • Buyer persona profiles created and documented for supporting your sales team

    • Analysis of competitors

    • Competitor battle cards created and documented for supporting your sales team

Fractional Enablement 🦸

Looking for other ways to support the continuous learning of your sales team? We can provide call coaching for reps and training for Sales Managers.

Deliverables include:

    • Reviewing rep’s call recordings

    • Hourly rep coaching session(s) based on strengths and areas of opportunity

    • Tailored individual development plan

  • Sales Managers play a critical role in enablement effectiveness. We can lead the following trainings to ensure your managers provide the best coaching to reps:

    • Conducting weekly 1:1s & identifying red flags

    • Facilitating & grading role plays

    • Call coaching

Contact Us

Get in touch with us today for a free 30-minute consultation on how to elevate your sales onboarding program.

During the consultation, we will discuss your sales onboarding goals and the associated challenges to provide recommendations on how we can best support you in reaching your desired outcomes.