Sales Curriculum for Onboarding

Sales Curriculum For Onboarding

I. Introduction

Welcome to the Sales Onboarding Curriculum for [Your Company Name]. This comprehensive training program is designed to equip new sales hires with the essential skills, tools, and knowledge needed for success.

II. Objectives

This document serves as a roadmap for what new hires can expect to achieve through our [0]-week Sales Onboarding Program. This module sets the tone and expectations for the training, outlining the key competencies that participants are expected to acquire. The following objectives are designed not only to facilitate immediate performance but also to instill long-term skills essential for career growth within [Your Company Name].

  1. Understand the Company's Sales Process and Targets. The company's sales process is a well-thought-out sequence of steps aimed at converting leads into customers. Understanding this process is pivotal for all sales representatives. During the training, we will dissect each stage of the sales process, from lead generation to closing deals, allowing you to comprehend how to navigate effectively and reach set targets. This knowledge will enable you to align your sales activities with the company's broader business goals.

  1. Possess In-depth Knowledge about [Your Company Name]'s Products or Services. Product knowledge is the backbone of effective selling. Knowing the ins and outs of our products or services will allow you to tailor your sales pitch to highlight how our offerings can solve specific problems for potential clients. During Week [0] of the training program, you'll be deeply immersed in our product offerings, features, and the unique benefits they bring to our customers. This comprehensive understanding will empower you to converse confidently with clients and manage objections efficiently.

  1. Generate and Qualify Leads Efficiently. Lead generation and qualification are the starting points of the sales process. You will be trained on how to identify potential customers and determine whether they are a good fit for the business. This includes learning various strategies to attract high-quality leads and how to use initial conversations to gauge the prospective customer’s needs and interests. An efficient lead generation and qualification process will save time and resources, enabling you to focus on leads with the highest conversion potential.

    3.1. Utilize Sales Techniques to Close Deals. Closing the deal is the pinnacle of the sales cycle, and mastering the art is crucial for your success. Throughout the training, we'll cover various closing techniques that are most effective depending on the situation and customer type. You will be taught how to identify buying signals and how to act upon them, how to overcome last-minute objections, and how to effectively utilize negotiation skills to secure a win-win situation for both parties involved.

    3.2. Utilize the CRM and Other Sales Tools Proficiently. In the modern sales environment, mastering the tools of the trade is just as important as mastering the trade itself. You'll be trained to use [Your Company Name]'s Customer Relationship Management (CRM) software, as well as other sales enablement tools that make the sales process more streamlined. This will include sessions on data input, tracking customer interactions, and interpreting the analytics to make informed decisions. Proficiency in these tools will enable you to manage your sales activities more efficiently and can drastically improve your performance metrics.

By adhering to this comprehensive set of objectives, we aim to equip you with the knowledge, skills, and tools required for a successful and rewarding career in sales at [Your Company Name].

III. Onboarding Timeline and Curriculum Details

This chapter combines the temporal roadmap and the pedagogical content into one comprehensive view. This synthesis allows us to give a structured yet detailed guide to the [0]-week training process. Below, you will find a table that outlines the timeline along with week-by-week breakdowns that detail the specific topics and activities that will be covered. This holistic approach ensures that new hires have a complete understanding of what to expect and how each week contributes to achieving the outlined objectives.

A. Onboarding Timeline

The table below showcases the detailed information about our onboarding timeline:




Week 1

Sales Basics


Week 2

Week 3

Week 4

Week 5

B. Curriculum Details

Presented below are the specifics of the curriculum:

Topics Covered



Activity Description

Week 1

Sales Terminology

Understanding key sales terms to communicate effectively.

Introduction to the CRM system

Learning the functionalities and features of the CRM system to manage customer data.

Week 2

Features and Benefits of [Product/


Understanding what sets our offerings apart.

Product Demonstrations

Hands-on experience with the product/service to better understand its features.

Week 3

Unique Selling Propositions (USPs)

Identifying the unique attributes that make our products/services superior to others.

Week 4

Email Outreach

Crafting compelling email messages that prompt action from the receiver.

Week 5

Account Management

Understanding how to maintain and grow existing customer accounts.

Creating a Sample Sales Pitch

An exercise to craft and deliver an effective sales pitch.

The table offers a comprehensive look at the week-by-week details of the curriculum, covering topics to be covered, their detailed descriptions, and the activities planned with their respective explanations.

IV. Evaluation and Assessment

Evaluations are not merely a measure of success but also serve as developmental tools for both the new hires and the program facilitators. Our evaluation model comprises weekly quizzes and role-playing scenarios, a mid-term product presentation, and a comprehensive final project that simulates real-world sales scenarios. This chapter will delve into the specifics of each assessment type, elaborating on their importance and how they contribute to achieving the overall objectives of the onboarding program.

A. Weekly Quizzes and Role-Playing Scenarios

Weekly quizzes are designed to assess the theoretical understanding of the topics covered each week. They aim to reinforce learning by testing the participants on essential sales terminology, procedures, and best practices. Alongside the quizzes, role-playing scenarios provide an applied perspective. These role-playing activities simulate customer interactions, allowing participants to demonstrate their skills in a safe environment. They offer immediate feedback and present an opportunity to refine skills like lead qualification, objection handling, and closing techniques. Together, quizzes and role-playing scenarios form a balanced approach to evaluation that ensures a comprehensive understanding of both theory and practice.

B. Mid-term Product Presentation

The mid-term product presentation serves as a milestone in the onboarding journey. Scheduled at the end of Week 2, it requires participants to demonstrate their knowledge about [Your Company Name]'s product or service. The presentation will encompass aspects like features, benefits, USPs (Unique Selling Propositions), and how to position the product against competitors. This mid-term evaluation is critical for several reasons. Firstly, it ensures that the participants can effectively communicate the value proposition of the product. Secondly, it enables program facilitators to identify areas that may need further attention or clarification.

C. Final Project: Real-world Sales Scenario and Sales Pitch

The capstone of the evaluation process is the Final Project, designed to simulate a real-world sales scenario from start to finish. Scheduled for Week 5, participants will undertake a comprehensive sales cycle that includes lead generation, qualification, proposal creation, and the final sales pitch. The objective is to apply all the skills and knowledge acquired over the course of the onboarding program in a practical, realistic setting. This final project serves multiple purposes: it acts as a summative assessment of the trainee's overall capability, provides trainees with a glimpse of what their day-to-day role would entail, and offers the program facilitators a detailed insight into the effectiveness of the onboarding curriculum.

This provides a thorough understanding of how evaluation and assessment are integral components of the Sales Onboarding Program at [Your Company Name]. These evaluation methods are meticulously designed to align with the program objectives, ensuring that each participant is well-prepared for a successful career in sales.

V. Additional Resources

Additional Resources serve as a comprehensive repository of supplementary materials aimed at enriching the sales onboarding experience at [Your Company Name]. While the curriculum and evaluations provide the essential foundation for sales training, it's often the additional resources that add depth and nuance to a salesperson's skill set. This chapter will elaborate on [Your Company Name]'s Sales Playbook, a recommended reading list, and links to both internal and external training modules.

A. [Your Company Name]'s Sales Playbook

The Sales Playbook is [Your Company Name]'s internal guide to achieving sales success and serves as the sales team's bible. It's a living document that encompasses everything from company background and culture to detailed sales processes and customer interaction protocols. New hires are strongly encouraged to familiarize themselves with the Sales Playbook as it serves as a reference guide for understanding [Your Company Name]'s sales methodology and customer engagement strategies. Moreover, it usually contains case studies, scripts, and real-life scenarios that can aid in understanding the nuances of the sales role at [Your Company Name].

B. Recommended Reading List

Continued learning is a hallmark of any successful sales professional. Therefore, a recommended reading list has been compiled to deepen your knowledge and expertise in sales and related areas. This curated list includes seminal books on sales strategies, customer relationship management, negotiation techniques, and psychological insights into customer behavior. Whether you are a seasoned salesperson or a newcomer, these books can offer fresh perspectives and innovative approaches to sales that can significantly benefit your day-to-day activities.

C. Links to Internal and External Training Modules

Beyond the in-house training and activities that constitute the core of this onboarding program, [Your Company Name] also provides a list of recommended internal and external training modules. These modules range from advanced sales techniques to specialized training in [Your Company Name]'s products and services. The internal modules are tailored to align with [Your Company Name]'s sales processes and tools, providing an in-depth understanding of the unique aspects of our sales ecosystem. On the other hand, the external modules often feature industry experts and offer certifications that can enhance your professional credentials.

By leveraging these additional resources, new hires can not only fast-track their learning curve but also gain a more rounded skill set, making them even more effective in their sales roles. This aims to underscore the importance of self-directed learning and continuous professional development in the fast-paced, ever-changing world of sales.

VI. Conclusion

A. Final Thoughts on the Sales Onboarding Curriculum

As we come to the end of this comprehensive Sales Onboarding Curriculum, it is important to reflect on its overarching goal: to equip new hires with the tools, knowledge, and skills they need to succeed in their sales roles at [Your Company Name]. This curriculum is meticulously designed to be a roadmap for sales excellence, offering a blend of theoretical and practical modules that not only train but also evaluate the participant at various stages.

B. Contact for Additional Support

While the curriculum is self-contained, providing ample resources for self-study and growth, we understand that questions and challenges will arise. For any such inquiries or for additional support that may be required, you are encouraged to reach out to [Contact Person Name] at [Contact Person Phone] or [Contact Person Email]. Whether you need clarification on curriculum content, additional materials for deeper understanding, or any other form of support, our team is always here to assist you.

C. Future Updates and Iterations

This curriculum is not a static document but a dynamic framework that evolves to accommodate market trends, new sales methodologies, and feedback from participants and facilitators. You may expect periodic updates that aim to make the program even more comprehensive and aligned with [Your Company Name]'s goals and values.

We hope this curriculum serves not just as a manual for your initial weeks at [Your Company Name], but also as a long-term resource you can continually refer back to throughout your sales career with us. We are committed to your success and look forward to witnessing the valuable contributions you will undoubtedly bring to our sales team.

Document Approved By:


[Approver’s Name]


[Month Day, Year]

This document is confidential and intended solely for the use of [Your Company Name] and its employees. Unauthorized distribution or use of this document is strictly prohibited.

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