Commercial Specialist Onboarding Checklist

Commercial Specialist Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Commercial Specialist 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 Commercial Specialist, you’re in the right place. We’ve put together a sample Commercial Specialist onboarding checklist below and have created onboarding templates & resources to help.

Commercial Specialist Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Commercial Specialist with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The Human Resources department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: The new Commercial Specialist needs to be acquainted with the company’s policies and procedures, including those related to sales, customer interactions, and ethical guidelines. This task ensures that they understand the expectations and guidelines for their role. The Human Resources department or a designated company representative typically performs this task.

3. Introduction to the sales team: The new Commercial Specialist should be introduced to the sales team, including their colleagues, managers, and other key stakeholders. This task helps them establish relationships, understand team dynamics, and collaborate effectively. The sales manager or team lead typically performs this task.

4. Product and service training: The new Commercial Specialist should receive comprehensive training on the company’s products and services. This includes understanding the features, benefits, and competitive advantages of each offering. The product or sales training team typically performs this task.

5. Market and industry knowledge: The new Commercial Specialist should be provided with information about the market and industry they will be working in. This includes understanding market trends, competitors, and customer preferences. The sales manager or a designated industry expert typically performs this task.

6. CRM system training: The new Commercial Specialist should receive training on the company’s Customer Relationship Management (CRM) system. This task ensures they can effectively manage customer interactions, track sales activities, and generate reports. The sales operations team or a designated CRM expert typically performs this task.

7. Sales process and methodology training: The new Commercial Specialist should be trained on the company’s sales process and methodology. This includes understanding the stages of the sales cycle, prospecting techniques, negotiation strategies, and closing tactics. The sales manager or a designated sales training expert typically performs this task.

8. Shadowing experienced sales representatives: The new Commercial Specialist should have the opportunity to shadow experienced sales representatives to observe their sales techniques, customer interactions, and overall approach. This task provides valuable insights and helps the new hire learn from seasoned professionals. Experienced sales representatives or the sales manager typically perform this task.

9. Goal setting and performance expectations: The new Commercial Specialist should have a clear understanding of their performance expectations and goals. This includes setting sales targets, key performance indicators (KPIs), and understanding how their performance will be evaluated. The sales manager or a designated performance management expert typically performs this task.

10. Introduction to sales support functions: The new Commercial Specialist should be introduced to the various sales support functions within the company, such as marketing, customer service, and operations. This task helps them understand how these functions collaborate with sales and how to leverage their support. The sales manager or a designated representative from each support function typically performs this task.

11. Territory or account assignment: The new Commercial Specialist should be assigned a specific territory or set of accounts to manage. This task ensures they have a clear focus and can start building relationships with customers in their assigned area. The sales manager or a designated territory manager typically performs this task.

12. Sales tools and resources training: The new Commercial Specialist should receive training on the various sales tools and resources available to them, such as sales enablement platforms, customer databases, and marketing collateral. This task equips them with the necessary tools to effectively perform their role. The sales operations team or a designated sales tools expert typically performs this task.

13. Introduction to key customers and accounts: The new Commercial Specialist should be introduced to key customers and accounts they will be responsible for managing. This task helps them establish relationships, understand customer needs, and identify opportunities for growth. The sales manager or a designated account manager typically performs this task.

14. Ongoing coaching and mentoring: The new Commercial Specialist should have access to ongoing coaching and mentoring to support their professional development. This task ensures they receive guidance, feedback, and support as they navigate their role. The sales manager or a designated mentor typically performs this task.

15. Performance reviews and feedback sessions: The new Commercial Specialist should have regular performance reviews and feedback sessions to assess their progress, address any challenges, and identify areas for improvement. This task helps them stay on track and continuously improve their sales skills. The sales manager or a designated performance management expert typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Commercial Specialist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Commercial Specialist 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.