Do you need a Business Development Manager onboarding checklist but don’t where to start? Buy our expertly crafted chronological checklist – 40 items of best-practice action items from preboarding to first day to future reviews – in Word/Docs format and save yourself over 2 hours of research, writing, and formatting. Trusted by some of the world’s leading companies, this checklist is ready for instant download to ensure nothing gets missed & to streamline the onboarding of your Business Development Manager in their new job.
Sale!
Business Development Manager Onboarding Checklist
Original price was: $25.$19Current price is: $19.
Contents
Business Development Manager Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Business Development 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 Business Development Manager, you’re in the right place. We’ve put together a sample Business Development Manager onboarding checklist below and have created onboarding templates & resources to help.
Business Development Manager Onboarding Checklist
1. Introduction to the company: The new Business Development 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 Human Resources department or a designated onboarding specialist.
2. Familiarization with products/services: The Business Development Manager should receive detailed information about the company’s products or services, including their features, benefits, target market, and competitive advantages. This task is usually performed by the Sales or Marketing department, with support from product managers or subject matter experts.
3. Understanding the sales process: The new manager should be educated on the company’s sales process, including lead generation, prospecting, qualifying leads, making sales presentations, negotiating contracts, and closing deals. This task is typically performed by the Sales department, with input from sales trainers or senior sales professionals.
4. Introduction to key stakeholders: The Business Development Manager should be introduced to key stakeholders within the company, such as executives, department heads, and team members. This task is usually performed by the manager’s direct supervisor or a designated mentor.
5. Review of sales targets and goals: The new manager should be provided with clear sales targets and goals, including revenue targets, market share objectives, and customer acquisition goals. This task is typically performed by the Sales department or the manager’s direct supervisor.
6. Training on sales tools and technology: The Business Development Manager should receive training on the sales tools and technology used by the company, such as customer relationship management (CRM) software, sales automation tools, and communication platforms. This task is usually performed by the IT department or a designated trainer.
7. Introduction to existing clients and accounts: The new manager should be introduced to existing clients and accounts, including their history, current status, and any ongoing projects or issues. This task is typically performed by the Sales or Account Management department, with support from account managers or customer success managers.
8. Market and competitor analysis: The Business Development Manager should be provided with market and competitor analysis to understand the industry landscape, identify potential opportunities, and develop effective sales strategies. This task is usually performed by the Sales or Marketing department, with input from market research analysts or business intelligence teams.
9. Collaboration with cross-functional teams: The new manager should be encouraged to collaborate with cross-functional teams, such as Marketing, Product Development, and Customer Support, to gain a holistic understanding of the company’s operations and align sales efforts with other departments. This task is typically facilitated by the manager’s direct supervisor or a designated cross-functional team leader.
10. Performance evaluation and feedback: The Business Development Manager should receive regular performance evaluations and constructive feedback to track progress, identify areas for improvement, and ensure alignment with company objectives. This task is typically performed by the manager’s direct supervisor or the Sales department, with input from team members or peers.
11. Ongoing professional development: The new manager should be provided with opportunities for ongoing professional development, such as attending sales training workshops, industry conferences, or webinars, to enhance their skills and knowledge in sales and business development. This task is typically facilitated by the Human Resources department or the manager’s direct supervisor.
12. Integration into the company culture: The Business Development Manager should be integrated into the company culture through team-building activities, social events, and participation in company-wide initiatives. This task is typically performed by the Human Resources department or a designated culture ambassador.
13. Performance incentives and rewards: The new manager should be informed about the company’s performance incentives and rewards program, including commission structures, bonuses, and recognition programs, to motivate and incentivize sales performance. This task is typically performed by the Sales department or the manager’s direct supervisor.
14. Compliance and legal requirements: The Business Development Manager should receive training on compliance and legal requirements related to sales activities, such as data privacy regulations, anti-bribery policies, and industry-specific regulations. This task is typically performed by the Legal or Compliance department, with support from legal counsel or compliance officers.
15. Development of a sales strategy: The new manager should work with their direct supervisor or the Sales department to develop a comprehensive sales strategy, including target markets, customer segments, pricing strategies, and sales tactics. This task is typically performed collaboratively between the manager and the Sales department
Setting Up Your Employee Onboarding Process
From reading through the items in the example Business Development Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Business Development 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.
