After Sales Manager Onboarding Checklist

After Sales Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new After Sales Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Sales onboarding experience or just need an onboarding checklist for your new After Sales Manager, you’re in the right place. We’ve put together a sample After Sales Manager onboarding checklist below and have created onboarding templates & resources to help.

After Sales Manager Onboarding Checklist

1. Introduction to the company: The After Sales Manager should be provided with a comprehensive introduction to the company, including its history, mission, values, and organizational structure. This task is typically performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: The After Sales Manager should be given a detailed overview of the company’s policies and procedures, including those related to sales, customer service, and after-sales support. This task is usually performed by the HR department or the immediate supervisor.

3. Product and service training: The After Sales Manager should receive thorough training on the company’s products and services, including their features, benefits, and technical specifications. This training is typically conducted by the product or sales team.

4. Introduction to the sales team: The After Sales Manager should be introduced to the sales team, including their roles and responsibilities, and given an opportunity to build relationships with team members. This task is usually performed by the immediate supervisor or the sales team leader.

5. Understanding customer profiles: The After Sales Manager should be provided with insights into the company’s target customers, their needs, preferences, and pain points. This information can be shared by the marketing or sales team.

6. Familiarization with CRM systems: The After Sales Manager should be trained on the company’s customer relationship management (CRM) system, including how to use it to track customer interactions, manage leads, and generate reports. This training is typically conducted by the IT department or a designated CRM administrator.

7. Introduction to key stakeholders: The After Sales Manager should be introduced to key stakeholders within the company, such as senior management, department heads, and other relevant personnel. This task is usually performed by the immediate supervisor or a designated company representative.

8. Understanding the sales process: The After Sales Manager should be provided with a detailed overview of the company’s sales process, including lead generation, qualification, negotiation, and closing. This training is typically conducted by the sales team or the immediate supervisor.

9. Familiarization with after-sales support systems: The After Sales Manager should be trained on the company’s after-sales support systems, including how to handle customer complaints, warranty claims, and service requests. This training is usually conducted by the customer service or after-sales support team.

10. Introduction to reporting and performance metrics: The After Sales Manager should be familiarized with the reporting requirements and performance metrics relevant to their role, such as sales targets, customer satisfaction scores, and service level agreements. This task is typically performed by the immediate supervisor or the sales team leader.

11. Shadowing experienced team members: The After Sales Manager should have the opportunity to shadow experienced team members to observe their day-to-day activities, learn best practices, and gain practical insights into the role. This task is usually coordinated by the immediate supervisor or a designated mentor.

12. Setting performance goals and expectations: The After Sales Manager should have a meeting with their immediate supervisor to discuss performance goals, expectations, and key performance indicators (KPIs) for their role. This task is typically performed by the immediate supervisor or the sales team leader.

13. Introduction to company communication channels: The After Sales Manager should be familiarized with the company’s communication channels, such as email, internal messaging platforms, and project management tools, to ensure effective communication within the organization. This task is usually performed by the IT department or a designated company representative.

14. Reviewing existing customer accounts: The After Sales Manager should review existing customer accounts to gain insights into their history, preferences, and any ongoing issues or opportunities. This task is typically performed by the sales team or the immediate supervisor.

15. Attending team meetings and training sessions: The After Sales Manager should be encouraged to attend team meetings and training sessions to stay updated on company news, sales strategies, and industry trends. These meetings and sessions are typically organized by the sales team or the immediate supervisor.

16. Developing a network of contacts: The After Sales Manager should be encouraged to develop a network of contacts within the industry, such as suppliers, partners, and industry associations, to stay informed about market trends and potential business opportunities. This task is usually self-driven but can be supported by the sales team or the immediate supervisor.

17. Creating an onboarding plan for new team members: As an After Sales Manager, it may be necessary to create an onboarding plan for new team members joining the sales or after-sales support team. This task involves designing a structured training program and coordinating with HR and relevant departments to ensure a smooth onboarding process

Setting Up Your Employee Onboarding Process

From reading through the items in the example After Sales Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new After Sales Manager up to speed and working well in your Sales team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.