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Included are sections common in most sales training plans, as well as prompts for you to fi ll out your company’s tactics and information.  \nSimply erase the italicized instructions and examples in each section and replace them with what makes sense for your business.  \nOnce complete, this plan can be used to help onboard BDRs, sales reps, field reps, territory account executives, sales associates, and everyone else involved in the hands-on sales process.  \nKeep in mind, this template is designed to be completely customized by your company. If you feel there are sections included that you would rather omit, or if you think a section is missing, you are encouraged to make those changes as you see fit for your business and new employees.  \n\n| Need help putting your sales plan into action?\u003Cbr>Align your sales team with HubSpot’s Sales Hub software. |  | |  |\n| --- | --- | --- | --- |\n|  | Get Started With Sales Hub |  |  |\n|  |  |  |  |\n\nKeep scro ling to template  \n↓↓↓  \n[Name] Onboarding Plan  \n● Department/Role/Region: Insert Region  \n● Manager/Reporting To: Insert Manager  \n● Department Head: Insert Department Head  \n● Coach/Mentor: Insert Coach/Mentor  \nWelcome!  \nReinforce your excitement for this new hire to join your company. Remind the new hire that this is not a complete list of their role expectations, nor is it a contract or employee handbook. Instead, it is a collection of the fundamental tasks and resources to help the new hire ramp up, onboard, and succeed in their role long term.  \nTraining  \nProvide the details for the new hire ’s training, including:  \n● Timeline for training and schedules for specific sessions.  \n● Details on what each session/priority will entail.  \n● Expectations from training, such as a final project, presentation, or pitch. Tech Set Up  \nExplain what technologies will be made available to the new hire to help in their role. If setup is required (i. e. connecting to the printer), provide instructions or name the individual/team who can provide instructions for setup.  \n● Computer information  \n● Phone information  \n● Monitor information  \n● Printer information  \nSoftware and Operating Systems  \nIdentify and link to the software required for the role. Provide setup instructions or resources, if necessary.  \n●  CRM Software  \n● Sales Enablement Software  \n● Customer Communication Software  \n● Company Wiki  \n● Video/Virtual Meeting Software  \nPro Tip:  \nRemember to link out to any full documentation for a more thorough explanation of high-level concepts.  \nInternal Communications  \nShould this new hire be on any email aliases/distribution lists? Are there any channels for them to join on slack? Is there a calendar or place where they should record vacation and time oǣ? Outline those here.  \nEmail Aliases to Join  \n● Example 1  \n● Example 2  \n● Example 3  \nSlack Channels to Join  \n● Example 1  \n● Example 2  \n● Example 3  \nCalendars to Add  \n● Example 1  \n● Example 2  \n● Example 3 Benefits  \nMost of this will be covered by HR during orientation, but if there is anything additional to be completed in the first 100 days, outline that here.  \nPeople to Meet  \nWho are the people this new hire should connect with soon after starting? Provide the person ’s name, role, and talking points to help make the 1:1 productive for both parties.  \n● Employee Name. Employee role. Employee description.  \n● Employee Name. Employee role. Employee description.  \n● Employee Name. Employee role. Employee description.  \n● Employee Name. Employee role. Employee description.  \n● Employee Name. Employee role. Employee description.  \n100 Day High-Level Goals  \nAt a high level, what do you want this new hire to be able to do by the end of their first 100 days?  \nAt the end of your fi rst 100 days, you should be","cbCaimqh035njKEd","https://ap.wps.com/l/cbCaimqh035njKEd","pdf",3321191,"English","# How to Use This Template\n## Onboarding Plan\n## Welcome\n## Training\n## Tech Set Up\n## Software and Operating Systems\n## Internal Communications\n## Benefits and People to Meet\n## 100 Day High-Level Goals\n## Month 1 Goals\n## Month 2 Goals\n## Month 3 Goals","[{\"question\":\"How does the template structure goals for the first 100 days?\",\"answer\":\"It defines high-level expectations for the full 100 days and expands them into month-by-month plans. Each month includes placeholders for goals, deliverables, measurement of success, and resources to support execution.\"}]","Sales Training Template - How to Use This Template | PDF",1790136742,6]