Dealer Onboarding Checklist

Dealer Onboarding Process

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

Dealer Onboarding Checklist

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

2. Familiarization with product portfolio: The new dealer needs to become well-versed in the company’s product offerings. This task involves providing comprehensive training on the features, benefits, and unique selling points of each product. The sales manager or a product specialist typically performs this task.

3. Understanding sales processes and strategies: To excel in their role, the new dealer must understand the company’s sales processes and strategies. This task involves training on lead generation, prospecting, negotiation techniques, and closing deals. The sales manager or a senior salesperson typically performs this task.

4. Learning about target market and customer profiles: It is crucial for the new dealer to understand the target market and customer profiles they will be working with. This task involves providing insights into customer demographics, preferences, and pain points. The sales manager or a market research team typically performs this task.

5. Shadowing experienced dealers: To gain practical knowledge and learn best practices, the new dealer should shadow experienced dealers. This task involves observing and assisting experienced dealers during client meetings, negotiations, and sales presentations. Senior salespersons or mentors typically perform this task.

6. Familiarization with sales tools and software: The new dealer needs to become proficient in using the company’s sales tools and software. This task involves training on CRM systems, sales tracking software, and other tools necessary for efficient sales operations. The IT department or a designated software trainer typically performs this task.

7. Understanding pricing and discount structures: The new dealer should have a clear understanding of the company’s pricing and discount structures. This task involves training on pricing strategies, discount policies, and how to handle pricing negotiations. The sales manager or a pricing specialist typically performs this task.

8. Compliance and legal training: Dealers need to adhere to various legal and compliance requirements. This task involves training on industry regulations, company policies, and ethical guidelines. The legal department or a compliance officer typically performs this task.

9. Building relationships with internal stakeholders: To succeed in sales, the new dealer should establish strong relationships with internal stakeholders such as marketing, customer service, and operations teams. This task involves introductions to key personnel and understanding their roles and responsibilities. The sales manager or a designated relationship manager typically performs this task.

10. Setting performance goals and expectations: The new dealer should have clear performance goals and expectations set by the company. This task involves discussing sales targets, key performance indicators, and performance evaluation processes. The sales manager or a designated performance manager typically performs this task.

11. Continuous training and development: To stay updated with industry trends and enhance sales skills, the new dealer should engage in continuous training and development. This task involves providing access to sales training programs, workshops, and resources. The HR department or a designated training manager typically performs this task.

12. Introduction to after-sales support and services: The new dealer should understand the company’s after-sales support and services to effectively address customer queries and concerns. This task involves training on warranty policies, service procedures, and customer support channels. The customer service department or a designated support representative typically performs this task.

13. Performance monitoring and feedback: Regular performance monitoring and feedback sessions are essential for the new dealer’s growth. This task involves setting up regular meetings to review performance, provide constructive feedback, and identify areas for improvement. The sales manager or a designated performance manager typically performs this task.

14. Networking opportunities: To expand their professional network and learn from industry peers, the new dealer should be provided with networking opportunities. This task involves introducing the dealer to industry events, conferences, and networking platforms. The sales manager or a designated networking coordinator typically performs this task.

15. Ongoing support and mentorship: The new dealer should have access to ongoing support and mentorship to navigate challenges and enhance their sales skills. This task involves assigning a mentor or a senior salesperson who can provide guidance and support. The sales manager or a designated mentorship coordinator typically performs this task

Setting Up Your Employee Onboarding Process

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