Wholesaler Onboarding Checklist

Wholesaler Onboarding Process

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

Wholesaler Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new wholesaler 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. Familiarization with company policies and procedures: The new wholesaler needs to be acquainted with the company’s policies and procedures, including sales processes, pricing guidelines, and customer service protocols. This task ensures that the wholesaler understands the company’s expectations and can adhere to the established guidelines. The sales manager or a senior sales representative usually handles this task.

3. Product and service training: The new wholesaler should receive comprehensive training on the company’s products and services. This includes understanding the features, benefits, and competitive advantages of each offering. The product or training department is responsible for conducting this training and providing necessary resources.

4. Introduction to key stakeholders: The wholesaler should be introduced to key stakeholders within the company, such as the sales team, customer service representatives, and other relevant departments. This task helps the wholesaler build relationships, understand interdepartmental dynamics, and collaborate effectively. The sales manager or a designated team member typically performs this task.

5. Territory and market analysis: The new wholesaler should be provided with a detailed analysis of their assigned territory and target market. This includes information on existing customers, potential leads, competitors, and market trends. The sales manager or a market research team may assist in providing this analysis.

6. Shadowing experienced wholesalers: The new wholesaler should have the opportunity to shadow experienced wholesalers to observe their sales techniques, customer interactions, and negotiation skills. This task allows the new wholesaler to learn from seasoned professionals and gain practical insights into successful sales strategies. The sales manager or a senior wholesaler typically arranges this shadowing experience.

7. CRM and sales tools training: The wholesaler should receive training on the company’s customer relationship management (CRM) system and other sales tools used for tracking leads, managing accounts, and generating reports. This task ensures that the wholesaler can effectively utilize these tools to streamline their sales processes. The IT department or a designated CRM administrator typically handles this training.

8. Goal setting and performance expectations: The new wholesaler should have a clear understanding of their sales targets, performance expectations, and key performance indicators (KPIs). This task helps the wholesaler align their efforts with the company’s objectives and track their progress effectively. The sales manager or a designated supervisor typically sets these goals and communicates them to the wholesaler.

9. Introduction to existing customers: The wholesaler should be introduced to existing customers within their assigned territory. This task allows the wholesaler to establish relationships, understand customer needs, and identify opportunities for upselling or cross-selling. The sales manager or a designated account manager typically facilitates these introductions.

10. Ongoing training and professional development: The new wholesaler should have access to ongoing training and professional development opportunities to enhance their sales skills, product knowledge, and industry expertise. This task ensures that the wholesaler can continuously improve their performance and stay updated with industry trends. The training department or a designated mentor may be responsible for organizing these development programs

Setting Up Your Employee Onboarding Process

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