Sales Manager Onboarding Checklist

This checklist outlines the onboarding process for a new sales manager. It covers pre-boarding tasks such as sending a welcome email, providing necessary materials, and scheduling orientations. The first day includes HR orientation, introductions, office tour, and meetings. By the end of the first week, the new hire should have completed essential training, attended meetings, and set initial goals. Within the first three months, a formal review should be conducted, advanced training completed, and long-term strategies established. The entire process aims to integrate the sales manager into the company culture, equip them with necessary knowledge and tools, and set clear expectations for success.

How It Works

This template has been set up as a Word document (.docx).

After purchase, you'll get access to the Word template immediately.

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FAQs

Google Docs version?

This template can easily be uploaded to use in Google Docs (via your Google Drive page).

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.