Onboarding in sales should laser-focus on equipping new hires to get started in their roles. Use this tool to map Systems, Knowledge, and Behaviours to the key actions that your sellers need to begin ramping.

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Do you have an onboarding program that you’re not happy with, but can’t quite explain why? Or maybe you’ve just built a program and want to find the gaps. Use this quality checklist to identify what’s good, and what isn’t.

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Save time, and keep new hires engaged, by giving them some optional pre-boarding materials. This outline recommends a schedule of resources, assignments, and conversations.

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These timelines include some excellent best practice for onboarding three sales roles - xDR, Account Executive, and Account Manager. Use them as a starting point to design your own pre-boarding, onboarding, and ramping programs.

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