Onboarding Checklist for Sales Managers

	A	B	C	D	E
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3	Checklist Category	Need	Status	Mentor (if available)	Notes
4	Pre-Start
5	I.E. HR paperwork	Have HR send paperwork	COMPLETE	--	HR sent on 12/1, AE filled out and sent back on 12/1
6	I.E. Submit IT ticket for desk setup		COMPLETE	--	Submitted on 11/20-- haven't heard back from IT
7	I.E. Reach out to AE with first week agenda	Need to finish agenda to send by 12/5	IN PROGRESS	Jerry has been asked to step in and show new AE around the office	Need to finish agenda
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10	First Day
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14	Day One
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18	First Month
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22	Annual Reviews
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27	Status Key
28	COMPLETE
29	IN PROGRESS
30	HOLD
31	ALERT
32	N/A
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