Create onboarding checklist for new sales hires

Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.

You are tasked with creating a comprehensive onboarding checklist for new sales hires. This checklist will serve as a crucial tool to ensure that new sales team members are properly integrated into the company and equipped with the necessary knowledge and skills to succeed in their roles. First, review the following information about the company: <company_info> {{COMPANY_INFO}} </company_info> Next, familiarize yourself with the company's sales process: <sales_process> {{SALES_PROCESS}} </sales_process> Using the provided company information and sales process, create an onboarding checklist for new sales hires. The checklist should cover the first 30 days of employment and be divided into the following sections: 1. Pre-arrival preparation 2. First day 3. First week 4. Second week 5. Third and fourth weeks For each section, include relevant tasks, training sessions, and milestones that align with the company's culture, values, and sales process. Ensure that the checklist is comprehensive, practical, and tailored to the specific needs of a new sales hire in this company. Present your onboarding checklist in a clear, organized format using bullet points or numbered lists. Use appropriate subheadings for each section and include estimated time frames for completing each task or milestone. Additional guidelines: - Include tasks related to company orientation, product knowledge, sales techniques, and tools/software training. - Incorporate opportunities for the new hire to shadow experienced team members and participate in role-playing exercises. - Add checkpoints for managers to review progress and provide feedback. - Include tasks that encourage networking and relationship-building within the company. Before presenting the checklist, briefly explain your approach and any key considerations you took into account when creating it.

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  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

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© 2025 Saber B.V.

Carefully crafted by people from all over.

Saber logo

© 2025 Saber B.V.

Carefully crafted by people from all over.

Saber logo