Signs And Displays Salesperson Onboarding Checklist

Signs And Displays Salesperson Onboarding Process

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

Signs And Displays Salesperson Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new salesperson 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 HR department or a designated company representative typically performs this task.

2. Product and service training: This task involves providing comprehensive training on the company’s signs and displays products and services. The new salesperson should be familiarized with the features, benefits, and applications of each product. The sales manager or a designated product expert typically performs this task.

3. Familiarization with sales processes and tools: The new salesperson needs to be introduced to the company’s sales processes, including lead generation, prospecting, and closing techniques. They should also be trained on the usage of sales tools such as CRM software, sales scripts, and presentation materials. The sales manager or a designated sales operations specialist typically performs this task.

4. Understanding target market and customer profiles: It is crucial for the new salesperson to have a deep understanding of the target market and customer profiles they will be working with. This task involves providing them with market research, customer personas, and insights into the industry trends. The sales manager or a designated market research specialist typically performs this task.

5. Shadowing experienced salespeople: To gain practical knowledge and learn from experienced professionals, the new salesperson should be given the opportunity to shadow and observe successful salespeople in action. This task allows them to understand effective sales techniques, customer interactions, and objection handling. Experienced salespeople or the sales manager typically perform this task.

6. Building relationships with internal stakeholders: The new salesperson should be introduced to key internal stakeholders such as marketing, production, and customer service teams. This task helps them understand the collaboration required to deliver exceptional customer experiences and ensures smooth coordination between departments. The sales manager or a designated team lead typically performs this task.

7. Setting sales targets and expectations: The new salesperson should have clear sales targets and expectations set for them. This task involves discussing individual sales goals, performance metrics, and the timeline for achieving them. The sales manager or a designated performance manager typically performs this task.

8. Creating a personalized sales plan: The new salesperson should be guided in creating a personalized sales plan that aligns with their strengths, target market, and company objectives. This task involves setting specific strategies, action steps, and timelines to achieve sales targets. The sales manager or a designated sales coach typically performs this task.

9. Role-playing and mock sales scenarios: To enhance their sales skills and confidence, the new salesperson should engage in role-playing exercises and mock sales scenarios. This task allows them to practice objection handling, negotiation, and presentation skills in a safe environment. Experienced salespeople or the sales manager typically perform this task.

10. Continuous training and development: The onboarding process should include a plan for continuous training and development to ensure the salesperson’s skills stay up-to-date. This task involves identifying relevant sales training programs, workshops, and industry conferences that the salesperson can attend. The sales manager or a designated training coordinator typically performs this task

Setting Up Your Employee Onboarding Process

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