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Sales Onboarding Completion SLA

Sales Onboarding Completion SLA

This Service Level Agreement ("Agreement") is entered into effective as of [Month Day, Year], between [Your Partner Company Name] (“Client”) and [Your Company Name] ("Provider"). The purpose of this Agreement is to define the scope, responsibilities, and deliverables involved in the Onboarding Completion services that the Provider shall render to the Client, thereby establishing a formal framework for the business relationship between the two Parties.


  1. Onboarding Phase: This refers to the designated time interval during which members of the Sales Team are comprehensively introduced to, and integrated within, the company's culture, policies, and procedures.

  1. Onboarding Completion: This signifies the culminating point at which a sales representative or sales team member has successfully completed all requisite training modules and passed all relevant assessments.

  1. Service Period: This term designates the specific and mutually agreed-upon temporal duration during which the Provider will furnish the Sales Onboarding Completion services as stipulated in this Agreement.


The purview of this Agreement extends to a multifaceted range of Onboarding Completion services designed to elevate the skills, competencies, and operational readiness of the Client's Sales Team. These services encompass, but are not limited to, the following:

  1. The Provider shall administer an exhaustive, modular training program that covers vital sales techniques, product knowledge, customer engagement strategies, and company-specific software tools.

  1. Utilizing standardized testing metrics, the Provider will gauge the Sales Team's grasp of the training material, their skill sets, and their aptitude for applying acquired knowledge in real-world scenarios.

  1. The Provider will offer workshops aimed at integrating the Sales Team into the company's organizational culture, values, and ethical standards. Hands-on training sessions will be conducted to familiarize the Sales Team with the technological tools and platforms they will use in their day-to-day operations.

  1. The Provider will establish and monitor Key Performance Indicators to assess the efficacy of the onboarding process, ensuring alignment with predetermined objectives and benchmarks.


  1. Fixed Retainer: An upfront, non-refundable retainer shall be paid by the Client to secure the services of the Provider. This fee covers the initial assessments and planning required to tailor the onboarding program to the Client's specific needs.

  1. Training and Workshop Fees: The Client will be billed on a per-session basis for each training module and culture assimilation workshop conducted. Prices for these sessions are as outlined in the table below.

    Training Module

    Fee per Session

    Sales Techniques


  2. Technology Onboarding and Support: Fees associated with technology onboarding and subsequent support are not included in the fixed retainer and shall be billed separately as indicated in the table below.



    CRM Software Training


  3. Optional Add-On Services: These services are available at additional cost and will be billed separately as per the Client’s specific requests.

    Add-On Service


    Advanced Sales Training


  4. Late Payment Penalties: Invoices are due within [thirty] (30) days of issuance. A late fee of [two] (2) percent per month will be applied to overdue amounts.

  1. Terms of Payment: Payments are accepted via wire transfer, credit card, or check, as per the mutual agreement between the Client and the Provider.


Provider's Obligations

  1. The Provider is responsible for delivering a Sales Onboarding program that meets or exceeds industry standards and the specific objectives agreed upon with the Client.

  2. The Provider shall adhere to the mutually agreed-upon timelines for each phase of the onboarding process, as specified in the Service Scope section.

  1. Tailor the onboarding curriculum to align closely with the Client's organizational culture, sales targets, and product/service specifications. Provide robust and timely technical support for any software or platforms utilized during the onboarding process.

  1. Maintain an open line of communication with the Client, providing periodic reports that detail the progress of the onboarding program, including key performance indicators, milestones achieved, and any challenges encountered.

Client's Obligations

  1. The Client shall furnish all necessary information and documentation required for the Provider to effectively design and execute the Sales Onboarding program.

  1. Ensure that all participants (new hires, sales team members, etc.) are available and committed to actively participate in the onboarding sessions.

  1. Adhere to the payment schedule outlined in the Service Fees section, including any penalties for late payments.

  1. Offer constructive feedback on the onboarding process and collaborate actively with the Provider to implement any necessary adjustments or improvements.

  2. Comply with all terms and conditions stipulated in this Agreement, including but not limited to, confidentiality clauses and intellectual property rights.


Both Parties are under an unequivocal obligation to maintain the strictest level of confidentiality concerning all proprietary information disclosed during the term of this Agreement. The said information shall be solely used for fulfilling the purposes outlined in this Agreement.


Any alterations, amendments, or modifications to this Agreement shall not be deemed effective unless explicitly agreed upon by both Parties and formally documented in a written addendum to this Agreement. Such addendum must be duly executed and signed by individuals who are expressly authorized to bind their respective organizations legally.


This Agreement and its interpretation shall be governed by, and construed in accordance with, the laws of the [Commonwealth of Massachusetts], excluding its conflict of laws principles.


Below are the signature blocks where such representatives must affix their signatures, thereby certifying their thorough understanding, full acceptance, and unequivocal commitment to uphold all terms, conditions, and stipulations delineated herein.

Provider Signature:

[Your Name]

[Job Title]

[Your Company Name]

[Month Day, Year]

Client Signature:


[Job Title]

[Your Partner Company Name]

[Month Day, Year]

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