Sales Onboarding Plan Template

Core Job Function 1:

What skill or knowledge is needed to excel at this core function?

Learn

What skill or knowledge requires consistent practice and improvement?

Practice

What business outcomes or KPIs indicate success at this skill?

Perform

Core Job Function 2:

What skill or knowledge is needed to excel at this core function?

Learn

What skill or knowledge requires consistent practice and improvement?

Practice

What business outcomes or KPIs indicate success at this skill?

Perform

Core Job Function 3:

What skill or knowledge is needed to excel at this core function?

Learn

What skill or knowledge requires consistent practice and improvement?

Practice

What business outcomes or KPIs indicate success at this skill?

Perform
What training course or topic encompasses the skill?

How often should they review this skill?

What learning outcomes & KPIs indicate success in this core function?

What training course or topic encompasses the skill?

How often should they review this skill?

What learning outcomes & KPIs indicate success in this core function?

What training course or topic encompasses the skill?

How often should they review this skill?

What learning outcomes & KPIs indicate success in this core function?
What training course or lesson encompasses the skill? Who will create the content for this skill?

What training course or lesson encompasses the skill? How will this course or lesson be delivered?

What training course or lesson encompasses the skill? Who will create the content for this skill?

What training course or lesson encompasses the skill? How will this course or lesson be delivered?

What training course or lesson encompasses the skill? Who will create the content for this skill?

What training course or lesson encompasses the skill? How will this course or lesson be delivered?
Who will create the content for this skill?

Who will create the content for this skill?

Who will create the content for this skill?

Account Executive Onboarding Plan
Core Job Function 1: Close New Business
What skill or knowledge is needed to excel at this core function?
Know the buyer
Know the competition
Learn
Know product pricing
Know how to negotiate
Know how to close a deal
What skill or knowledge requires consistent practice and improvement?
Who is our target market?
Practice
Pitching a prospect
Negotiating tactics
What business outcomes or KPIs indicate success at this skill?
Perform
$100k in ARR per quarter

Core Job Function 2: Demo the Product for Prospects

What skill or knowledge is needed to excel at this core function?
Know product features
Learn Run a product demo
How to follow up
Common pain points
What skill or knowledge requires consistent practice and improvement?
Phone skills
Practice
Giving a demo
Product updates
What business outcomes or KPIs indicate success at this skill?
Perform 5 demos per week
$100k in ARR per quarter

Core Job Function 3: Track and Communicate with Opportunities

What skill or knowledge is needed to excel at this core function?
Sales recording expectations
Learn
Intro to Salesforce
Email and phone skills
What skill or knowledge requires consistent practice and improvement?
Practice Sales tools updates
Email skills
What business outcomes or KPIs indicate success at this skill?
Perform Record activities within 1 hour
No typos in emails to clients
What training course or topic encompasses the skill?
Buyer Personas 101
Competitors
About Our Product
Basic Sales Skills
Basic Sales Skills
How often should they review this skill?
Quarterly
Monthly
Monthly
What learning outcomes & KPIs indicate success in this core function?
Completion %

What training course or topic encompasses the skill?

About Our Product
About Our Product
Basic Sales Skills
Buyer Personas 101
How often should they review this skill?
Monthly
Monthly
As needed
What learning outcomes & KPIs indicate success in this core function?
Completion %
Quiz Scores

What training course or topic encompasses the skill?

Our Sales Tools
Our Sales Tools
Basic Sales Skills
How often should they review this skill?
As needed
Monthly
What learning outcomes & KPIs indicate success in this core function?
Completion %
Quiz Scores
How will this course or lesson be delivered? Who will create the content for this skill?
Online Lesson Lyle Kacy
Online Lesson Annie Battaglia
Online Lesson Grayson Townsend
Online Lesson and In-Person Session Harry Clifford
Online Lesson and In-Person Session Harry Clifford
What training course or lesson encompasses the skill? How will this course or lesson be delivered?
Buyer Personas 101 Online Lesson and In-Person Session
Basic Sales Skills Online Video Practice
Basic Sales Skills Online Video Practice

How will this course or lesson be delivered? Who will create the content for this skill?
Online Video Practice Grayson Townsend
Online Video Practice Grayson Townsend
Online Lesson and In-Person Session Harry Clifford
Online Video Practice Lyle Kacy
What training course or lesson encompasses the skill? How will this course or lesson be delivered?
Basic Sales Skills Online Audio Practice
About Our Product Online Video Practice
About Our Product Lessonly Lesson

How will this course or lesson be delivered? Who will create the content for this skill?
Online Lesson Quinn McFarlen
Online Lesson Quinn McFarlen
Online Lesson and In-Person Session Harry Clifford
What training course or lesson encompasses the skill? How will this course or lesson be delivered?
Our Sales Tools Online Lesson
Basic Sales Skills Online Email Practice
Who will create the content for this skill?
Lyle Kacy
Harry Clifford
Harry Clifford

Who will create the content for this skill?

Harry Clifford
Grayson Townsend
Grayson Townsend

Who will create the content for this skill?

Quinn McFarlen
Harry Clifford
Sales Development Onboarding Template
Core Job Function 1: Identify and Contact New Prospects
What skill or knowledge is needed to excel at this core function?
Who is our primary buyer?
How to prospect
Learn
Learn prospecting tools
Email and phone skills

What skill or knowledge requires consistent practice and improvement?

Who is our target market?
Practice
Pitching a prospect
Product Updates
What business outcomes or KPIs indicate success at this skill?
Perform Set three demos per day
Contact 120 people every month

Core Job Function 2: Schedule Demos for AEs

What skill or knowledge is needed to excel at this core function?
Product features
Learn Follow up with prospects
Common pain points
Scheduling meetings
What skill or knowledge requires consistent practice and improvement?
Practice Phone Skills
Email Skills
What business outcomes or KPIs indicate success at this skill?
Perform Set three demos per day
Drive $50k in ARR per quarter

Core Job Function 3: Record all Sales Activities

What skill or knowledge is needed to excel at this core function?
Sales recording expectations
Learn
Introduction to Salesforce
How to record sales
What skill or knowledge requires consistent practice and improvement?
Practice
Sales tools updates
What business outcomes or KPIs indicate success at this skill?
Perform Set three demos per day
Record all activities within 1 hour
What training course or topic encompasses the skill?
Buyer Personas 101
Intro to Prospecting
Our Sales Tools
Basic Sales Skills

How often should they review this skill?

Quarterly
Monthly
As needed
What learning outcomes & KPIs indicate success in this core function?
Completion %
Quiz Scores

What training course or topic encompasses the skill?

Product 101
Basic Sales Skills
Buyer Personas 101
Our Sales Tools
How often should they review this skill?
Monthly
Monthly
What learning outcomes & KPIs indicate success in this core function?
Completion %
Quiz Scores

What training course or topic encompasses the skill?

Intro to Prospecting
Our Sales Tools
Our Sales Tools
How often should they review this skill?
As needed
What learning outcomes & KPIs indicate success in this core function?
Completion %
Quiz Scores
What training course or lesson encompasses the skill? Who will create the content for this skill?
Lessonly Lesson Lyle Kacy
Lessonly Lesson and In-Person Training Teddy Lubbers
Lessonly Lesson Quinn McFarlen
Lessonly Lesson and In-Person Training Harry Clifford
Harry Clifford
What training course or lesson encompasses the skill? How will this course or lesson be delivered?
Buyer Personas 101 Online lesson
Basic Sales Skills Online audio practice
Product 101 Online lesson

What training course or lesson encompasses the skill? Who will create the content for this skill?
Online lesson Grayson Townsend
Online audio practice Harry Clifford
Online lesson Lyle Kacy
Online email practice Quinn McFarlen
What training course or lesson encompasses the skill? How will this course or lesson be delivered?
Basic Sales Skills Online audio practice
Basic Sales Skills Online email practice

What training course or lesson encompasses the skill? Who will create the content for this skill?
Online lesson and in-person training Teddy Lubbers
Online lesson Quinn McFarlen
Online lesson Quinn McFarlen
What training course or lesson encompasses the skill? How will this course or lesson be delivered?
Our Sales Tools Online lesson
Who will create the content for this skill?
Lyle Kacy
Harry Clifford
Grayson Townsend

Who will create the content for this skill?

Harry Clifford
Harry Clifford

Who will create the content for this skill?

Quinn McFarlen