Onboarding Checklist for Sales Managers
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Checklist CategoryNeedStatus Mentor (if available)Notes
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Pre-Start
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I.E. HR paperworkHave HR send paperworkCOMPLETE--HR sent on 12/1, AE filled out and sent back on 12/1
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I.E. Submit IT ticket for desk setupCOMPLETE--Submitted on 11/20-- haven't heard back from IT
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I.E. Reach out to AE with first week agendaNeed to finish agenda to send by 12/5IN PROGRESSJerry has been asked to step in and show new AE around the officeNeed to finish agenda
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First Day
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Day One
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First Month
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Annual Reviews
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Status Key
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COMPLETE
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IN PROGRESS
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HOLD
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ALERT
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N/A
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