Display Advertising Sales Representative Onboarding Checklist

Display Advertising Sales Representative Onboarding Process

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

Display Advertising Sales Representative Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Display Advertising Sales Representative with an overview of the company’s culture, values, and mission. This task is typically performed by the Human Resources department or a designated company representative who can explain the company’s core principles and how they align with the sales representative’s role.

2. Product and service training: This task involves providing comprehensive training on the company’s display advertising products and services. The sales representative needs to understand the features, benefits, and unique selling points of each offering. This training is usually conducted by the Sales or Product Marketing team, who are responsible for ensuring the sales representative has a deep understanding of the company’s offerings.

3. Familiarization with target market and competitors: The sales representative needs to have a solid understanding of the target market and the competitive landscape. This task involves providing the representative with market research, competitor analysis, and insights into customer preferences and trends. The Sales or Marketing team typically performs this task, as they have the necessary expertise and knowledge.

4. Introduction to sales tools and CRM system: The sales representative needs to be familiar with the sales tools and customer relationship management (CRM) system used by the company. This task involves providing training on how to effectively use these tools to manage leads, track sales activities, and generate reports. The Sales Operations or IT department usually performs this task, as they are responsible for implementing and maintaining the sales tools and CRM system.

5. Shadowing experienced sales representatives: To gain practical knowledge and learn best practices, the new sales representative should have the opportunity to shadow experienced colleagues. This task involves pairing the new representative with a seasoned salesperson who can provide guidance, share insights, and demonstrate successful sales techniques. The Sales Manager or a designated mentor typically performs this task.

6. Introduction to internal processes and procedures: The sales representative needs to understand the internal processes and procedures related to sales, such as lead generation, qualification, and closing deals. This task involves providing the representative with documentation, training sessions, and access to relevant resources. The Sales Operations or Sales Enablement team typically performs this task, as they are responsible for defining and optimizing sales processes.

7. Collaboration with other departments: Display Advertising Sales Representatives often need to collaborate with other departments, such as Marketing, Creative, and Finance. This task involves introducing the representative to key stakeholders in these departments, explaining their roles and responsibilities, and fostering effective communication channels. The Sales Manager or a designated cross-functional team lead typically performs this task.

8. Setting sales targets and performance metrics: The sales representative needs to have clear sales targets and performance metrics to measure their success. This task involves setting realistic and achievable goals, discussing performance expectations, and establishing a performance review process. The Sales Manager or Sales Operations team typically performs this task, as they are responsible for managing sales targets and performance metrics.

9. Continuous training and professional development: To stay up-to-date with industry trends and enhance their sales skills, the sales representative should have access to continuous training and professional development opportunities. This task involves providing access to relevant training programs, webinars, conferences, and resources. The Sales Manager or Human Resources department typically performs this task, as they are responsible for employee development.

10. Regular performance reviews and feedback sessions: To ensure ongoing improvement and address any performance issues, regular performance reviews and feedback sessions should be conducted. This task involves scheduling and conducting performance reviews, providing constructive feedback, and setting goals for improvement. The Sales Manager or a designated supervisor typically performs this task

Setting Up Your Employee Onboarding Process

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