Sales Assistant And Salesperson Onboarding Checklist

Sales Assistant And Salesperson Onboarding Process

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

Sales Assistant And Salesperson Onboarding Checklist

1. Introduction to company policies and procedures: The sales assistant and salesperson should be provided with a comprehensive overview of the company’s policies and procedures. This includes understanding the code of conduct, dress code, attendance policy, and any other guidelines that are relevant to their role. The HR department or a designated trainer typically performs this task.

2. Familiarization with the product range: It is crucial for the sales assistant and salesperson to have a deep understanding of the products they will be selling. This task involves providing them with detailed information about each product, including features, benefits, and pricing. The sales manager or a senior salesperson usually takes the lead in this task.

3. Training on sales techniques: To excel in their role, the sales assistant and salesperson should receive training on effective sales techniques. This includes learning how to approach customers, build rapport, handle objections, and close sales. The sales manager or a designated sales trainer is responsible for conducting this training.

4. Introduction to the sales process: Understanding the sales process is essential for the sales assistant and salesperson to effectively navigate through each stage of a sale. This task involves explaining the steps involved in the sales process, such as prospecting, qualifying leads, making presentations, and following up. The sales manager or a senior salesperson typically performs this task.

5. Familiarization with the point-of-sale (POS) system: The sales assistant and salesperson should be trained on how to use the company’s POS system to process sales transactions, handle returns, and manage inventory. This task is usually performed by the IT department or a designated trainer.

6. Shadowing experienced salespeople: To gain practical experience and learn from seasoned professionals, the sales assistant and salesperson should be given the opportunity to shadow experienced salespeople. This task involves observing how experienced salespeople interact with customers, handle objections, and close sales. The sales manager or a senior salesperson typically arranges and oversees this task.

7. Introduction to customer service protocols: Providing exceptional customer service is crucial in retail. The sales assistant and salesperson should be familiarized with the company’s customer service protocols, including how to handle customer complaints, resolve issues, and ensure customer satisfaction. The customer service manager or a designated trainer typically performs this task.

8. Understanding sales targets and performance metrics: The sales assistant and salesperson should be provided with clear expectations regarding sales targets and performance metrics. This task involves explaining the specific goals they are expected to achieve and how their performance will be measured. The sales manager or a senior salesperson typically performs this task.

9. Introduction to the company’s CRM system: If the company utilizes a customer relationship management (CRM) system, the sales assistant and salesperson should receive training on how to use it effectively. This task involves understanding how to input customer information, track sales activities, and generate reports. The IT department or a designated trainer typically performs this task.

10. Introduction to team members and key stakeholders: Building relationships with colleagues and key stakeholders is important for the sales assistant and salesperson. This task involves introducing them to team members, managers, and other individuals they will be working closely with. The sales manager or a designated team member typically takes the lead in this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Sales Assistant And Salesperson checklist above, you’ll now have an idea of how you can apply best practices to getting your new Sales Assistant And Salesperson up to speed and working well in your Retail 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.