Driver-Salesperson Onboarding Checklist

Driver-Salesperson Onboarding Process

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

Driver-Salesperson Onboarding Checklist

1. Orientation: The driver-salesperson attends an orientation session to familiarize themselves with the company’s policies, procedures, and culture. This task is typically performed by the HR department or a designated onboarding specialist.

2. Product Training: The driver-salesperson undergoes comprehensive training on the company’s products or services. This includes learning about the features, benefits, and competitive advantages of each offering. The training is usually conducted by a product specialist or a senior salesperson.

3. Route Familiarization: The driver-salesperson is introduced to their assigned sales territory and provided with detailed information about the routes they will be driving. This task is typically performed by a sales manager or a senior driver-salesperson.

4. Vehicle Training: The driver-salesperson receives training on operating and maintaining the company’s vehicles. This includes understanding safety protocols, vehicle inspections, and basic maintenance tasks. The training is usually conducted by a fleet manager or a designated vehicle trainer.

5. Sales Techniques: The driver-salesperson learns various sales techniques and strategies to effectively engage with customers, build relationships, and close deals. This training is typically provided by a sales manager or a senior salesperson.

6. CRM System Training: The driver-salesperson is trained on how to use the company’s customer relationship management (CRM) system to manage leads, track sales activities, and generate reports. This training is usually conducted by a CRM administrator or a designated IT specialist.

7. Pricing and Contracting: The driver-salesperson is educated on the company’s pricing structure, discount policies, and contract terms. They learn how to negotiate and finalize sales agreements with customers. This training is typically provided by a sales manager or a senior salesperson.

8. Sales Support Systems: The driver-salesperson is introduced to various sales support systems, such as order management, inventory tracking, and customer support tools. They learn how to utilize these systems to streamline their sales processes. This training is usually conducted by a sales operations manager or a designated IT specialist.

9. Customer Service Training: The driver-salesperson receives training on providing exceptional customer service, handling customer inquiries or complaints, and resolving issues effectively. This training is typically provided by a customer service manager or a designated customer service trainer.

10. Sales Target Setting: The driver-salesperson collaborates with their sales manager to set realistic sales targets and goals. They discuss strategies to achieve these targets and establish a plan for ongoing performance evaluation. This task is performed by the sales manager in coordination with the driver-salesperson.

11. Performance Evaluation: The driver-salesperson undergoes periodic performance evaluations to assess their sales performance, adherence to company policies, and customer satisfaction. These evaluations are typically conducted by the sales manager or a designated performance evaluator.

12. Sales Meetings: The driver-salesperson attends regular sales meetings to discuss sales strategies, share success stories, address challenges, and receive updates on company initiatives. These meetings are usually led by the sales manager or a designated sales team leader.

13. Continuous Learning: The driver-salesperson is encouraged to engage in continuous learning and professional development activities to enhance their sales skills and knowledge. This may include attending sales conferences, participating in webinars, or completing online sales courses. The driver-salesperson takes the initiative to pursue these opportunities, with support from the sales manager or HR department.

14. Performance Incentives: The driver-salesperson is informed about the company’s performance incentives, such as sales commissions, bonuses, or recognition programs. They understand the criteria for earning these incentives and the process for tracking and reporting their sales activities. This information is typically provided by the sales manager or the HR department.

15. Team Collaboration: The driver-salesperson is encouraged to collaborate with other members of the sales team, sharing best practices, insights, and supporting each other’s success. This collaboration is fostered through team-building activities, regular communication channels, and a supportive team culture. The sales manager plays a key role in promoting team collaboration

Setting Up Your Employee Onboarding Process

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