Sales Advisor Onboarding Checklist

Sales Advisor Onboarding Process

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

Sales Advisor Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new Sales Advisor with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The Human Resources department or a designated company representative typically performs this task.

2. Familiarization with products and services: The Sales Advisor needs to have a comprehensive understanding of the company’s products and services to effectively sell them. This task involves providing the new hire with detailed information about each product or service, including features, benefits, and target customers. The Sales Manager or a designated product expert typically performs this task.

3. Training on sales techniques and strategies: To excel in their role, the Sales Advisor needs to be equipped with effective sales techniques and strategies. This task involves providing training sessions on various sales methodologies, objection handling, negotiation skills, and customer relationship management. The Sales Manager or a designated sales trainer typically performs this task.

4. Introduction to sales tools and software: In today’s digital age, sales professionals rely on various tools and software to streamline their work. This task involves introducing the new Sales Advisor to the company’s CRM system, sales analytics tools, and any other software used for sales tracking and reporting. The IT department or a designated sales operations specialist typically performs this task.

5. Shadowing experienced sales representatives: To gain practical knowledge and learn from experienced professionals, the new Sales Advisor should have the opportunity to shadow and observe successful sales representatives in action. This task involves pairing the new hire with a seasoned salesperson who can provide guidance, share best practices, and answer any questions. The Sales Manager or a designated mentor typically performs this task.

6. Setting sales targets and expectations: It is crucial for the Sales Advisor to have clear goals and expectations from the beginning. This task involves setting realistic sales targets, defining key performance indicators, and discussing the expected level of performance. The Sales Manager or a designated supervisor typically performs this task.

7. Introduction to the sales team and key stakeholders: Building relationships and collaborating with colleagues and key stakeholders is essential for success in sales. This task involves introducing the new Sales Advisor to the sales team, as well as other departments or individuals they will frequently interact with, such as marketing, customer support, or senior management. The Sales Manager or a designated team leader typically performs this task.

8. Reviewing sales processes and procedures: Understanding the company’s sales processes and procedures is crucial for the Sales Advisor to navigate their role effectively. This task involves reviewing the sales playbook, standard operating procedures, and any specific guidelines or protocols related to the sales function. The Sales Manager or a designated sales operations specialist typically performs this task.

9. Providing access to sales collateral and resources: Equipping the Sales Advisor with the necessary sales collateral and resources is essential for them to effectively communicate with potential customers. This task involves providing access to product brochures, sales presentations, case studies, and any other relevant marketing materials. The Marketing department or a designated sales enablement specialist typically performs this task.

10. Conducting role-specific training: In addition to general sales training, the Sales Advisor may require specific training related to their industry or target market. This task involves conducting role-specific training sessions to enhance the new hire’s knowledge and understanding of the industry, competitors, and customer segments. The Sales Manager or a designated subject matter expert typically performs this task

Setting Up Your Employee Onboarding Process

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