The 8-Week Sales Onboarding Strategy: A day-by-day guide
Discover how to equip your new hires with the tools, knowledge, and structured guidance they need to thrive.
We invest so much time and money into hiring but when it comes to onboarding most companies drop the ball. This 8-week program is as much for the entry level salespeople as it is guidance for front line managers helping to ramp up their new team.
We’ve put together an 8-week onboarding program primarily for entry level sales reps. This breaks down each day from 9-5, including breaks, so there is no question or ambiguity about what the sales rep should (or could) be doing with their time. Why this is important:
Hiring teams invest, on average, 18 hours to fill each open role.
1 in 5 new hires leave in the first seven weeks of employment.
70% of employees state that after a structured onboarding process, they are likely to stay with the company for at least three years.
This was created to provide a foundation and should be customized to every company and their specific needs. People early in their career need structure, and front-line managers need guidance.
To look at this schedule on a macro level, we’ve broken this down into 2 parts:
A few call outs:
Don’t overlook training on tools. Many leaders complain about dirty CRM data. This is mainly because expectations weren’t set from the beginning, and new hires weren’t trained on how to use the CRM the way the sales leaders wanted them to use it. For entry level employees, every tool will likely be new, so take the time to sit next to the reps and have patience as they adopt and learn to use them.
Manager/Rep outreach sprints are important. Show reps that their managers can do the job, and show the pace that managers operate at with the tools they’re given. This also eases reps into outreach by making it more of a group activity to start.
Celebrate the little wins. From booking meetings to asking great questions on discovery calls, provide constant reinforcement of positive behavior and success.
Daily stand-ups can be migrated to weekly team meetings after training. But make sure expectations are set around what reps should be doing on a daily basis.
Instructions for downloading the template.
Click here to view the schedule template.
Click “File” in the top left corner.
Click “Download” and select your file format.
You’re done!
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