Sales Assistant (General) Onboarding Checklist

Sales Assistant (General) Onboarding Process

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

Sales Assistant (General) Onboarding Checklist

1. Introduction to company policies and procedures: The sales assistant should be provided with a comprehensive overview of the company’s policies and procedures, including dress code, attendance, and customer service guidelines. This task is typically performed by the human resources department or a designated trainer.

2. Familiarization with product range: The sales assistant should be given a detailed introduction to the company’s product range, including features, benefits, and pricing. This task is usually performed by the sales manager or a senior salesperson.

3. Training on sales techniques: The sales assistant should receive training on effective sales techniques, such as building rapport with customers, upselling, and closing sales. This training is typically conducted by the sales manager or a designated sales trainer.

4. Introduction to point-of-sale (POS) system: The sales assistant should be trained on how to use the company’s POS system, including processing transactions, handling returns, and managing inventory. This training is usually provided by the store manager or a designated IT specialist.

5. Shadowing experienced sales staff: The sales assistant should have the opportunity to shadow experienced sales staff to observe their interactions with customers and learn from their sales techniques. This task is typically organized by the sales manager or a senior salesperson.

6. Introduction to customer service protocols: The sales assistant should be familiarized with the company’s customer service protocols, including handling customer complaints, resolving issues, and providing exceptional service. This training is usually conducted by the sales manager or a designated customer service representative.

7. Understanding store layout and organization: The sales assistant should be given a tour of the store and be introduced to the layout and organization of different product categories. This task is typically performed by the store manager or a senior salesperson.

8. Learning about sales targets and goals: The sales assistant should be informed about the company’s sales targets and goals, as well as their individual targets. This information is usually provided by the sales manager or a designated supervisor.

9. Introduction to company culture and values: The sales assistant should be introduced to the company’s culture and values, including its mission statement and core beliefs. This task is typically performed by the human resources department or a designated company representative.

10. Training on customer relationship management (CRM) software: If the company utilizes CRM software, the sales assistant should receive training on how to use it effectively for managing customer relationships and tracking sales activities. This training is usually provided by the sales manager or a designated IT specialist.

11. Understanding sales reporting and performance metrics: The sales assistant should be educated on the company’s sales reporting system and the key performance metrics used to evaluate sales performance. This information is typically provided by the sales manager or a designated supervisor.

12. Introduction to company-wide communication channels: The sales assistant should be familiarized with the company’s communication channels, such as email, internal messaging systems, and team meetings, to ensure effective communication within the organization. This task is usually performed by the human resources department or a designated trainer.

13. Training on handling cash and cash register procedures: If the sales assistant will be responsible for handling cash, they should receive training on cash register procedures, including opening and closing the register, counting cash, and reconciling discrepancies. This training is typically provided by the store manager or a designated supervisor.

14. Introduction to sales promotions and marketing campaigns: The sales assistant should be informed about upcoming sales promotions and marketing campaigns, including any special offers or discounts. This information is usually provided by the sales manager or a designated marketing representative.

15. Review of health and safety protocols: The sales assistant should be briefed on the company’s health and safety protocols, including emergency procedures, first aid, and proper handling of hazardous materials. This task is typically performed by the human resources department or a designated safety officer

Setting Up Your Employee Onboarding Process

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