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Sales Onboarding Checklist Agreement

Sales Onboarding Checklist Agreement

This Sales Onboarding Checklist Agreement is entered into by and between [Your Company Name] with business address at [Your Company Address], herein referred to as the Company, and [Sales Team Member] with a permanent address at [Sales Team Member's Address], herein referred to as Sales Team Member, on [Month Day, Year].

I. Introduction and Objectives

The objective of this agreement is to establish a structured onboarding process to integrate Sales Team Member into the company's sales operations, ensuring a comprehensive understanding of our products, sales methodologies, and successful assimilation into the sales team.

II. Timeline and Schedule

The onboarding process will commence on [Month Day, Year] and continue for a duration of [00] weeks. A detailed schedule outlining training sessions, shadowing opportunities, and performance review meetings will be provided to Sales Team Member upon commencement.

III. Training Materials and Resources

Sales Team Member will be provided access to relevant training manuals, sales tools, CRM systems, and other resources necessary to facilitate comprehensive learning and development during the onboarding period.

IV. Sales Process Familiarization

Sales Team Member will undergo training on the company's sales methodologies, including but not limited to sales scripts, customer engagement strategies, and the utilization of internal sales systems.

V. Product/Service Knowledge

Comprehensive training sessions will be conducted to familiarize Sales Team Member with the features, benefits, and unique selling propositions of our products/services.

VI. Shadowing and Mentorship

Sales Team Member will have the opportunity to shadow experienced sales representatives and/or be assigned a mentor for guidance and support throughout the onboarding process.

VII. Performance Metrics and Evaluation

Key performance indicators (KPIs) and metrics will be established to track Sales Team Member's progress. Regular performance evaluations will be conducted to assess development and address any areas for improvement.

VIII. Feedback and Review Sessions

Scheduled feedback sessions will be held at regular intervals to discuss progress, address concerns, and provide constructive feedback to support Sales Team Member's growth within the company.

IX. Expectations and Responsibilities

The Company expects Sales Team Member to actively engage in all provided training, demonstrate commitment to learning, and uphold the Company's values and standards. The Company is committed to providing necessary support and guidance for Sales Team Member's success.

X Sales Onboarding Checklist

Please find below the checklist of activities and milestones for the onboarding process.

  • Completed general company orientation.

  • Received and reviewed sales training materials.

  • Completed product/service knowledge training.

  • Participated in shadowing sessions or mentorship programs.

  • Initial performance evaluation conducted.

  • Engaged in feedback sessions and addressed improvement areas.

  • Demonstrated understanding of sales processes and systems.

  • Integrated into sales team activities.

Both parties hereby acknowledge and agree to the terms and conditions outlined in this Sales Onboarding Checklist Agreement.

Company Representative Signature:

[Month Day, Year]

Sales Team Member Signature:

[Month Day, Year]

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