Sales Assistant Onboarding Checklist

Sales Assistant Onboarding Process

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

Sales Assistant 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 knowledge: The sales assistant should receive training on the company’s products or services, including their features, benefits, and pricing. This training can be conducted by the sales manager or a senior salesperson.

3. Introduction to the sales team: The sales assistant should be introduced to the sales team members, including their roles and responsibilities. This helps in building relationships and understanding the dynamics of the team. The sales manager or team leader usually performs this task.

4. Training on sales techniques: The sales assistant should receive training on effective sales techniques, such as building rapport, active listening, objection handling, and closing deals. This training can be conducted by the sales manager or a designated sales trainer.

5. Familiarization with sales tools and software: The sales assistant should be trained on the use of sales tools and software, such as customer relationship management (CRM) systems, inventory management systems, and point-of-sale (POS) systems. This training is typically provided by the IT department or a designated trainer.

6. Shadowing experienced salespeople: The sales assistant should have the opportunity to shadow experienced salespeople to observe their sales techniques and learn from their expertise. This task is usually coordinated by the sales manager or team leader.

7. Introduction to customer service standards: The sales assistant should be trained on the company’s customer service standards, including how to handle customer inquiries, complaints, and returns. This training can be conducted by the customer service department or a designated trainer.

8. Understanding sales targets and goals: The sales assistant should be provided with clear information on the sales targets and goals of the company, as well as how their individual performance contributes to these targets. The sales manager or team leader typically communicates this information.

9. Learning about the company’s competitors: The sales assistant should be educated about the company’s main competitors, their products, and their market positioning. This knowledge helps the sales assistant to effectively differentiate the company’s offerings. The sales manager or marketing department usually provides this information.

10. Introduction to company culture and values: The sales assistant should be introduced to the company’s culture and values, including its mission, vision, and core beliefs. This helps the sales assistant align their behavior and actions with the company’s overall objectives. The human resources department or a designated trainer typically performs this task.

11. Training on sales administration tasks: The sales assistant should receive training on various sales administration tasks, such as order processing, invoicing, and maintaining customer records. This training can be conducted by the sales manager or a designated sales administrator.

12. Understanding the sales assistant’s role within the sales team: The sales assistant should have a clear understanding of their role within the sales team, including their responsibilities, reporting structure, and expectations. The sales manager or team leader typically communicates this information.

13. 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. This ensures effective communication within the company. The human resources department or a designated trainer usually performs this task.

14. Training on handling cash and financial transactions: If the sales assistant is responsible for handling cash or processing financial transactions, they should receive training on cash handling procedures, security measures, and compliance with financial regulations. This training can be conducted by the finance department or a designated trainer.

15. Ongoing performance feedback and coaching: The sales assistant should receive regular performance feedback and coaching sessions to help them improve their sales skills and achieve their targets. This task is typically performed by the sales manager or team leader

Setting Up Your Employee Onboarding Process

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