| A | B | C | D | E | |
|---|---|---|---|---|---|
1 | |||||
2 | Build My Sales Playbook | ||||
3 | |||||
4 | |||||
5 | Use this guide to plan out your 60 day onboarding schedule for new sales reps. | ||||
6 | |||||
7 | 60 Day SaaS Sales Onboarding Example | SaaS Sales Onboarding Elements | |||
8 | Step 1: Select the applicable sales onboarding elements | Administrative | |||
9 | Step 2: Add relevant onboarding elements to the next tab | Sign In To Email and Other SaaS Tools | |||
10 | Confirm General Company Onboarding | ||||
11 | Complete Paperwork | ||||
12 | Meet With Team Members | ||||
13 | 1 on 1 With Founder | ||||
14 | Sales | ||||
15 | Read Sales Playbook | ||||
16 | Make Notes & Action Plan From Sales Playbook | ||||
17 | Ideal Customer Profile Deep Dive | ||||
18 | Meet With Existing Sales Reps | ||||
19 | Meet With Existing Customers | ||||
20 | 1 Day Shadow Existing Sales Reps | ||||
21 | 1 Day Shadow Founder During Dedicated Sales Block | ||||
22 | Practice Full Sales Cycle With Example Account | ||||
23 | Join Sales Meeting | ||||
24 | Shadow Customer Service | ||||
25 | Demos | ||||
26 | Watch Demo Recordings | ||||
27 | Shadow Demos (Sit In On Call) | ||||
28 | Practice Demo With Founder / Existing Rep | ||||
29 | Live Demos With Rep/Founder On Call | ||||
30 | |||||