Sales Training and Onboarding template

  • Ensures a smooth transition into their roles and fosters ongoing development
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Features and functionality

Effectively onboarding new sales team members and delivering training that equips them with the knowledge, skills, and tools needed to succeed.

Training Schedule

Develop a structured training schedule that includes key topics, training sessions, and milestones.

Resource Library

Maintain a centralized library of training materials, including manuals, presentation decks, video tutorials, and best practice guides.

Onboarding Checklist

Provide a detailed checklist of essential onboarding tasks, including administrative requirements, system access, and initial training activities

Mentorship Program

Assign mentors or buddy systems to provide guidance and support to new sales team members.

Learning Modules

Create and deliver a series of learning modules covering essential sales skills, product knowledge, company policies, and sales processes.

Performance Tracking

Monitor the progress of new hires through regular assessments and performance reviews.

Overview

This Sales Training and Onboarding Plan helps organizations successfully integrate new sales team members, provide them with essential skills and knowledge, and foster a supportive environment for their growth and success.

How it works

To use this template you need to have a Teamhub account. Once inside the Teamhub app you can click on ‘Create Project’ and search for this template. You can use the template with the sample data we’ve provided or choose to exclude the data and create just the structure and process flow.

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