Free Sales Partner Onboarding Checklist

Send a personalized welcome email.

Schedule a virtual or in-person welcome meeting.

Provide an overview of our company's mission, vision, and values.

Conduct a comprehensive training session on our products/services.

Share product/service literature and resources.

Arrange hands-on demonstrations or simulations.

Explain our sales process in-depth.

Share sales scripts and objection-handling strategies.

Highlight key selling points and unique value propositions.

Discuss the target audience and buyer personas.

Provide insights into industry trends and market positioning.

Share case studies and success stories.

Set up access to CRM and other sales tools.

Offer training on using sales enablement platforms.

Ensure proficiency in email communication and scheduling tools.

Clarify the compensation and commission structure.

Provide examples and scenarios for better understanding.

Address any questions or concerns related to compensation.

Review and sign partnership agreements.

Explain legal and compliance requirements.

Provide resources for ongoing compliance education.

Share communication channels and protocols.

Add new partners to relevant communication groups.

Foster a culture of open communication and collaboration.

Define key performance indicators (KPIs) for success.

Explain reporting mechanisms and timelines.

Offer regular check-ins to discuss performance and goals.

Introduce new partners to the broader sales team.

Facilitate networking sessions or events.

Encourage collaboration and knowledge sharing.

Assign a mentor or buddy for ongoing support.

Schedule regular check-ins for feedback and guidance.

Provide resources for continuous learning and development.

Establish a feedback loop for continuous improvement.

Encourage partners to share insights and suggestions.

Implement feedback for refining the onboarding process.