Sales Route Driver Onboarding Checklist

Sales Route Driver Onboarding Process

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

Sales Route Driver Onboarding Checklist

1. Orientation: The first task for a sales route driver would be to attend an orientation session. This session would provide an overview of the company’s policies, procedures, and safety guidelines. It would be conducted by the HR department or a designated trainer.

2. Equipment Training: Since sales route drivers operate specialized vehicles, they would need training on how to operate and maintain them. This task would involve hands-on training on vehicle controls, safety features, and basic maintenance. It would be conducted by a senior driver or a designated trainer.

3. Route Familiarization: To effectively navigate their assigned routes, sales route drivers would need to become familiar with the specific areas they will be servicing. This task would involve studying maps, learning key landmarks, and understanding customer locations. It would be performed independently by the driver, with guidance from the sales or operations manager.

4. Product Knowledge: Sales route drivers would need to have a thorough understanding of the products they are delivering or selling. This task would involve learning about the features, benefits, and usage of each product. It would be facilitated by the sales or product management team, who would provide training materials and conduct product presentations.

5. Customer Relationship Building: Building strong relationships with customers is crucial for sales route drivers. This task would involve learning about each customer’s preferences, needs, and expectations. It would be facilitated by the sales or customer service team, who would provide customer profiles and guidance on effective communication strategies.

6. Sales Techniques: As sales route drivers often have opportunities to upsell or cross-sell products, they would benefit from training in sales techniques. This task would involve learning about effective sales strategies, objection handling, and negotiation skills. It would be conducted by the sales or training department, who would provide training materials and conduct role-playing exercises.

7. Safety Training: Safety is of utmost importance for sales route drivers, given the nature of their work. This task would involve training on defensive driving techniques, accident prevention, and emergency procedures. It would be conducted by the safety department or a designated trainer, who would provide training materials and conduct practical exercises.

8. Time Management: Efficiently managing time is crucial for sales route drivers to meet delivery schedules and maximize productivity. This task would involve learning about time management techniques, route planning, and prioritization. It would be facilitated by the operations or logistics team, who would provide guidance and tools for effective time management.

9. Reporting and Documentation: Sales route drivers would need to accurately report sales, inventory, and any incidents that occur during their routes. This task would involve learning how to complete necessary paperwork, use electronic systems for reporting, and maintain accurate records. It would be facilitated by the administrative or operations team, who would provide training materials and guidance on reporting procedures.

10. Performance Evaluation: To ensure continuous improvement, sales route drivers would undergo periodic performance evaluations. This task would involve receiving feedback on their performance, discussing areas for improvement, and setting goals for the future. It would be conducted by the sales or operations manager, who would provide constructive feedback and guidance for professional development

Setting Up Your Employee Onboarding Process

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