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Sales Team Onboarding + Training System

Description

Onboarding and training new sales reps effectively is key to building a high-performing team. This milestone creates a structured onboarding and training system in HubSpot, including task automation, playbooks, and performance tracking tools. By standardizing the process, new hires gain the knowledge and skills they need to contribute quickly and confidently. This system ensures consistency, reduces ramp-up time, and sets clear expectations for success.

Process Summary

  1. Onboarding Plan Development: Define the stages and tasks for onboarding new sales reps, including training modules and milestones.
  2. Playbook Creation: Develop playbooks to guide reps through key processes, such as prospecting, qualifying leads, and closing deals.
  3. Task Automation: Configure workflows to assign onboarding tasks, schedule training sessions, and set reminders for key activities.
  4. Performance Tracking: Build dashboards to monitor progress and ensure reps complete onboarding milestones on time.
  5. Testing and Refinement: Test the system with new hires to refine workflows and resources.
  6. Team Rollout: Train managers and current team members on how to use the system to onboard and mentor new hires.

Requirements

  • Input on key onboarding milestones and training content.
  • Collaboration to design playbooks and define task workflows.
  • Feedback during testing to ensure the system meets new hire needs.

Key Outcomes

  • New hires ramp up quickly with a clear, structured onboarding process.
  • Consistent training ensures all reps are equipped with the same knowledge and tools.
  • Managers gain visibility into onboarding progress for better oversight and support.