Promotor(A) Onboarding Checklist

Promotor(A) Onboarding Process

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

Promotor(A) Onboarding Checklist

1. Orientation: The HR department conducts an orientation session to familiarize the new Promotor with the company’s mission, values, policies, and procedures. This task helps the Promotor understand the company’s culture and expectations, and it is performed by the HR department.

2. Product Training: The Sales Training Manager provides comprehensive product training to the Promotor, ensuring they have a deep understanding of the company’s offerings, features, benefits, and competitive advantages. This task equips the Promotor with the knowledge necessary to effectively promote and sell the products, and it is performed by the Sales Training Manager.

3. Shadowing: The Promotor shadows an experienced Promotor or Sales Representative to observe their sales techniques, customer interactions, and overall approach. This task allows the new Promotor to learn from the experience of others and gain practical insights into successful sales strategies. It is performed by a senior Promotor or Sales Representative.

4. Territory Familiarization: The Promotor is provided with a detailed overview of their assigned sales territory, including key accounts, potential customers, competitors, and market dynamics. This task helps the Promotor understand the unique characteristics of their territory and develop targeted sales strategies. It is performed by the Sales Manager or Territory Manager.

5. CRM Training: The Promotor receives training on the company’s Customer Relationship Management (CRM) system, learning how to effectively track leads, manage customer information, and generate reports. This task ensures the Promotor can efficiently utilize the CRM system to streamline their sales activities. It is performed by the CRM Administrator or Sales Operations Manager.

6. Goal Setting: The Promotor collaborates with their immediate supervisor to set realistic and achievable sales goals aligned with the company’s objectives. This task helps the Promotor understand their performance expectations and motivates them to strive for success. It is performed by the Sales Manager or Team Leader.

7. Sales Process Training: The Promotor undergoes training on the company’s sales process, including prospecting, qualifying leads, making presentations, handling objections, and closing deals. This task equips the Promotor with a structured approach to sales, ensuring consistency and effectiveness in their sales activities. It is performed by the Sales Training Manager or Sales Manager.

8. Product Demonstration: The Promotor receives hands-on training on how to effectively demonstrate the company’s products to potential customers, highlighting key features and benefits. This task enables the Promotor to showcase the products’ value proposition and effectively address customer needs. It is performed by the Sales Training Manager or Product Specialist.

9. Sales Collateral Review: The Promotor reviews and familiarizes themselves with the company’s sales collateral, including brochures, presentations, case studies, and product catalogs. This task helps the Promotor understand the available marketing materials and how to leverage them in their sales efforts. It is performed independently by the Promotor, with support from the Marketing department.

10. Sales Team Introduction: The Promotor is introduced to the sales team, including colleagues, supervisors, and support staff. This task facilitates networking and collaboration within the sales department, fostering a sense of belonging and teamwork. It is performed by the Sales Manager or HR department.

11. Sales Incentive Program: The Promotor is briefed on the company’s sales incentive program, including commission structures, bonuses, and rewards for achieving sales targets. This task motivates the Promotor to perform at their best and aligns their efforts with the company’s sales objectives. It is performed by the Sales Manager or HR department.

12. Continuous Learning: The Promotor is encouraged to engage in ongoing professional development through attending sales training workshops, webinars, and industry conferences. This task promotes continuous learning and keeps the Promotor updated with the latest sales techniques and industry trends. It is performed by the Sales Training Manager or HR department.

13. Performance Evaluation: The Promotor undergoes periodic performance evaluations to assess their sales performance, identify areas for improvement, and provide constructive feedback. This task helps the Promotor track their progress and develop a plan for professional growth. It is performed by the Sales Manager or Team Leader.

14. Team Building Activities: The Promotor participates in team-building activities organized by the company to foster camaraderie, collaboration, and a positive work environment. This task promotes a sense of unity and teamwork among the sales team. It is performed by the HR department or Sales Manager.

15. Sales Meeting Attendance: The Promotor attends regular sales meetings to stay updated on company news, product updates, sales strategies, and share best practices with colleagues. This task ensures effective communication and alignment within the sales team. It is performed by the Sales Manager or Team Leader

Setting Up Your Employee Onboarding Process

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