Delivery Sales Worker Onboarding Checklist

Delivery Sales Worker Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Delivery Sales Worker 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 Logistics onboarding experience or just need an onboarding checklist for your new Delivery Sales Worker, you’re in the right place. We’ve put together a sample Delivery Sales Worker onboarding checklist below and have created onboarding templates & resources to help.

Delivery Sales Worker Onboarding Checklist

1. Orientation: The first task for a new delivery sales worker is to attend an orientation session. This session provides an overview of the company’s mission, values, policies, and procedures. It is usually conducted by the HR department or a designated trainer who familiarizes the new employee with the company’s culture and expectations.

2. Introduction to Team: The new delivery sales worker should be introduced to their immediate team members, including supervisors, colleagues, and support staff. This task is typically performed by the team leader or supervisor, who facilitates introductions and helps the new employee establish relationships within the team.

3. Equipment and Tools Training: Since delivery sales workers rely heavily on various equipment and tools, it is crucial to provide comprehensive training on their usage. This task is usually performed by a designated trainer or experienced team member who demonstrates how to operate delivery vehicles, use handheld devices for tracking and communication, and handle any specialized equipment required for the job.

4. Route Familiarization: Familiarizing the new delivery sales worker with the routes they will be responsible for is essential. This task is typically performed by a senior delivery sales worker or supervisor who accompanies the new employee on their initial routes, providing guidance on the most efficient and effective ways to navigate and deliver goods within the designated areas.

5. Product Knowledge: To effectively sell and deliver products, the new employee needs a comprehensive understanding of the company’s offerings. This task is usually performed by a product specialist or sales manager who provides detailed information about the products, their features, benefits, and target customers. They may also provide training on how to address customer inquiries or objections related to the products.

6. Sales Techniques and Strategies: A delivery sales worker should be equipped with effective sales techniques and strategies to maximize sales opportunities. This task is typically performed by a sales manager or experienced salesperson who provides training on various sales techniques, negotiation skills, and customer relationship management. They may also share best practices and tips for successful sales in the logistics industry.

7. Safety Training: Safety is of utmost importance in the logistics industry, especially for delivery sales workers who are constantly on the road. This task is usually performed by a safety officer or designated trainer who conducts safety training sessions, covering topics such as defensive driving, accident prevention, emergency procedures, and proper handling of hazardous materials if applicable.

8. Company Policies and Procedures: Understanding and adhering to company policies and procedures is crucial for a delivery sales worker. This task is typically performed by the HR department or a designated trainer who provides detailed information about policies related to attendance, leave, expense reimbursement, customer interactions, and any other relevant guidelines.

9. Communication and Reporting: Effective communication and reporting are essential for smooth operations and customer satisfaction. This task is usually performed by a supervisor or team leader who explains the communication channels within the company, including how to report sales activities, customer feedback, incidents, or any other relevant information. They may also provide training on using communication tools such as email, messaging apps, or internal systems.

10. Performance Expectations and Evaluation: To set clear expectations and facilitate performance evaluation, the new delivery sales worker should receive information about key performance indicators (KPIs) and evaluation processes. This task is typically performed by a supervisor or manager who discusses performance expectations, sets goals, and explains how performance will be measured and evaluated. They may also provide guidance on how to improve performance and achieve targets.

11. Continuous Training and Development: To ensure ongoing growth and improvement, continuous training and development opportunities should be provided. This task is typically performed by the HR department or a designated trainer who informs the new employee about available training programs, workshops, or online resources that can enhance their skills and knowledge in the logistics and sales field.

12. Introduction to Support Departments: A delivery sales worker should be aware of the support departments within the company and how to access their assistance when needed. This task is typically performed by a supervisor or team leader who introduces the new employee to departments such as customer service, operations, maintenance, and IT. They may also provide contact information for key personnel in these departments.

13. Performance Feedback and Coaching: Regular feedback and coaching sessions are essential for the growth and development of a delivery sales worker. This task is typically performed by a supervisor or manager who conducts periodic performance reviews, provides constructive feedback, and offers coaching to help the employee improve their sales techniques, customer service skills, or any other areas of development.

14. Introduction to Company Culture and Values: Understanding and aligning with the company’s culture and values is crucial for a delivery sales worker. This task is typically performed by the HR department or a designated trainer who explains the company’s core values, work ethics, and expectations regarding teamwork, integrity, and customer service. They may also share stories or examples that exemplify the company’s culture.

15. Introduction to Company Benefits and Policies: The new delivery sales worker should receive information about the company’s benefits package, including health insurance, retirement plans, vacation policies, and any other relevant benefits. This task is typically performed by the HR department or a designated representative who explains the benefits, eligibility criteria, and the process for enrolling or making changes to benefit plans

Setting Up Your Employee Onboarding Process

From reading through the items in the example Delivery Sales Worker checklist above, you’ll now have an idea of how you can apply best practices to getting your new Delivery Sales Worker up to speed and working well in your Logistics 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.