[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-351250-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-351250-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","sales-onboarding-checklist-10-essential-activities","Sales Onboarding Checklist - 10 Essential Activities","","Sales onboarding materials outlining 10 essential activities to ensure new representatives ramp quickly and avoid missed requirements. The checklist covers pre-boarding to prime readiness before start dates, buyer persona training with blended learning, and bite-sized product learning followed by live Q&A. 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But as a salesenablement or training leader, you’retasked with ensuring nothing falls  \nthrough the cracks on your reps’ road tobeing fully ramped.  \nWhat milestones must your new repsachieve before they’re ready to startselling? This eBook presents a handylist of 10 key activities every salesonboarding program should include  \n– whether you’re refining an existingstrategy or building one from scratch.  \n49% of high-performing sellers viewonboarding as “very to extremely important”when considering a new position  \n– SiriusDecisions  \n# Sales Onboarding Checklist:\n\n10 Essential Activities  \n1. Pre-Boarding  \n2. Buyer Personas  \n3. Product Training  \n4. Competitive Differentiation  \n5. Territory and Account Planning  \n6. Pre-Call Planning  \n7. Prospecting  \n8. First Sales Interaction  \n9. Demo Call  \n10. Follow-Up  \nwww.brainshark.com  \n|  \n781-370-8200  \n\n| \u003Cbr>1   | Accelerate RepLearning withPre-Boarding  \u003Cbr>Pre-boarding is a helpful way to ease newhires into the onboarding experience beforetheir official start dates. It allows salesenablement to quickly familiarize new sellerswith key members of the company, jumpstartthe onboarding process with a pre-learningcontent package, and ensure important to-doitems (such as hardware and software setup)have been completed.  \u003Cbr>Pre-boarding content should present a high -level introduction to the company – coveringtopics such as its history, strategy, value propand target industries – that takes 10 minutesor less to complete. Include a short quiz attheend to test reps’understanding of this basicinformation.  \u003Cbr>Read more: Pre-Boarding for Sales: 6 Ways toPrime New Reps for Onboarding   |\n| --- | --- |\n\nwww.brainshark.com  \n|  \n781-370-8200  \nQuick Tip  \nA sales readiness platform like Brainsharkmakes it easy to create microlearningcourses that keep reps engaged throughoutthe onboarding process. For instance, youcould share a welcome video from the CEOor a short introduction to the company’s salesstrategy and market opportunities.  \nCEO Introduction  \n| \u003Cbr>2  \u003Cbr>\u003Cbr>Quick Tip  \u003Cbr>Ask your new salespeopleto describe what they knowabout a specific buyer personaand have them share theirresponse with a manager. Lookfor key details when gradingthe responses. For example,does the rep have a good graspof the persona’s objectives,KPIs, competitive pressures,or where they sit within theorganization?   | Buyer PersonasMeet BlendedLearning  \u003Cbr>Your company only exists because ofits buyers. Who are they? What mattersto them, and how do they measuresuccess? What business problems arethey trying to overcome? The better newreps understand who your buyers areand what they do, the faster they canbuild productive client relationships.  \u003Cbr>Your training should cover key detailsfor each buyer persona, such as commonresponsibilities, job titles, and KPIs.But it should also provide a deeperlevel of context around the challenges,risks and fears that affect each role.For example, if the buyer is often underpressure to reduce costs, your reps needto understand which factors are at play.   |\n| --- | --- |\n\nwww.brainshark.com  \n|  \n781-370-8200  \nThat’s why it’s helpful to use a blendedlearning approach that highlights buyerpersona basics with short eLearningcontent, and then reinforces and buildson that information during a more  \nin-depth live training session.  \n| \u003Cbr>3   | Product TrainingMade Easy  \u003Cbr>Obviously, reps need an excellentunderstanding of what they sell. But it’simportant that your product training doesn’toverwhelm new hires with long-windedpresentations on minute details. Instead, usemicrolearning content that introduces sellersto the product in “bite-sized”piece","cbCaiswLQQar9cf7","https://ap.wps.com/l/cbCaiswLQQar9cf7","pdf",2026759,"English","# 10 Essential Activities\n## Pre-Boarding\n## Buyer Personas\n## Product Training\n## Competitive Differentiation\n## Territory and Account Planning\n## Pre-Call Planning\n## Prospecting\n## First Sales Interaction\n## Demo Call\n## Follow-Up","[{\"question\":\"What is pre-boarding and what should it include?\",\"answer\":\"Pre-boarding helps ease new hires into onboarding before their official start dates. It should provide a high-level company introduction in 10 minutes or less and include a short quiz at the end.\"},{\"question\":\"How should buyer persona training be delivered?\",\"answer\":\"Use a blended learning approach: brief eLearning for persona basics, then a more in-depth live training session to reinforce and build context around buyer challenges, risks, and fears.\"},{\"question\":\"What should product training emphasize?\",\"answer\":\"Product training should use microlearning to keep content bite-sized and memorable, focusing not only on features but also on how the product solves buyer problems for different personas.\"}]","Sales Onboarding Checklist - 10 Essential Activities | PDF",1790093232]