Facetor Onboarding Checklist

Facetor Onboarding Process

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

Facetor Onboarding Checklist

1. Introduction to the company: The new facetor should be provided with a comprehensive introduction to the company, including its history, mission, values, and organizational structure. This task is typically performed by the HR department or a designated onboarding specialist.

2. Familiarization with products and services: The facetor needs to become well-versed in the company’s products and services. This involves studying product catalogs, attending product training sessions, and shadowing experienced sales representatives. The sales manager or a senior salesperson usually oversees this task.

3. Understanding the target market: To effectively sell the company’s products, the facetor must have a deep understanding of the target market. This task involves conducting market research, analyzing customer demographics, and studying competitors. The marketing department or a market research team typically handles this task.

4. Learning the sales process: The facetor should be trained on the company’s sales process, including lead generation, prospecting, qualifying leads, making sales presentations, negotiating, and closing deals. This task is usually performed by the sales manager or a designated sales trainer.

5. CRM and sales tools training: The facetor needs to be proficient in using the company’s customer relationship management (CRM) system and other sales tools. This involves training on data entry, pipeline management, generating reports, and utilizing sales enablement tools. The IT department or a CRM administrator typically provides this training.

6. Building relationships with internal stakeholders: The facetor should be introduced to key internal stakeholders, such as customer support, product development, and finance teams. This task helps the facetor understand the company’s internal processes and facilitates collaboration. The sales manager or a designated mentor usually assists with this task.

7. Shadowing experienced sales representatives: To gain practical knowledge and learn best practices, the new facetor should shadow experienced sales representatives during client meetings, presentations, and negotiations. This task is typically coordinated by the sales manager or a senior salesperson.

8. Setting sales targets and goals: The facetor should work with the sales manager to set realistic sales targets and goals. This task involves analyzing market potential, assessing individual capabilities, and aligning expectations. The sales manager or a designated supervisor performs this task.

9. Creating a sales plan: The facetor should develop a comprehensive sales plan that outlines strategies, tactics, and timelines for achieving sales targets. This task involves conducting market analysis, identifying target accounts, and formulating sales strategies. The facetor typically works closely with the sales manager or a designated mentor.

10. Attending sales meetings and training sessions: The facetor should actively participate in sales meetings and training sessions to stay updated on company news, product updates, and sales techniques. This task helps the facetor stay aligned with the sales team and continuously improve their skills. The sales manager or a designated trainer organizes these meetings and sessions.

11. Establishing a network of contacts: The facetor should actively network with industry professionals, attend trade shows, and join relevant associations to expand their professional network. This task helps the facetor build relationships, generate leads, and stay informed about industry trends. The facetor typically takes the initiative in performing this task, with guidance from the sales manager.

12. Reviewing and signing company policies and contracts: The facetor should review and sign necessary company policies, such as code of conduct, confidentiality agreements, and sales commission structures. This task ensures compliance with company regulations and establishes clear expectations. The HR department or a designated compliance officer handles this task.

13. Ongoing training and professional development: The facetor should engage in continuous learning and professional development to enhance their sales skills and stay updated on industry trends. This task involves attending sales training programs, webinars, and industry conferences. The sales manager or a designated mentor supports the facetor in identifying relevant training opportunities.

14. Performance evaluation and feedback: The facetor should undergo regular performance evaluations and receive constructive feedback to identify areas for improvement and track progress towards sales targets. This task is typically performed by the sales manager or a designated supervisor.

15. Celebrating milestones and achievements: The facetor’s achievements, such as reaching sales targets or securing significant deals, should be recognized and celebrated. This task helps boost morale, motivate the facetor, and foster a positive work environment. The sales manager or a designated team leader organizes these celebrations

Setting Up Your Employee Onboarding Process

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