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Templates For Creating A Successful Sales Onboarding Process

  • Thousands of salespeople start new jobs every day. And by some reports, up to 84% of their sales training is lost in 90 days. More effective sales onboarding is needed for teams of all sizes. There’s lots of information to communicate in a sales onboarding process—and a speedy ramp time is always of the essence.

    That's why we teamed up with the folks at Lessonly to bring you templates that you can use to onboard your sales team. Whether they're Account Executives, SDRs, or managers, insert this template into your onboarding process to get your new team members set up for success.


  • These templates are perfect for everyone in your sales org—from VPs to SDRs. We lay out how to determine the most important core functions of a new hire’s job, and then build out a detailed onboarding plan based on those core functions. We recommend focusing on three core functions, but you’re welcome to add more!

    From there, we break down each core function into specific skills a rep should refine to excel at that specific core function. We do this by intentionally providing reps with learning and practice to master each skill. Finally, we ensure every core function is measured by a SMART KPI, so the new rep and their manager have a clear scoreboard for tracking success. Let's get to it!

You'll learn all about:

  • Best practices for onboarding new salespeople
  • Why starting reps in a cohort helps individuals succeed
  • Ensuring teams understand the business lifecycle
  • An SDR and AE onboarding template to rev up your reps
  • Outlining core job functions to help reps understand their goals
  • Learning outcomes and KPIs that indicate success

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