Free Sales Team Induction Checklist Layout

1. Pre-Induction Preparation

• Confirm employment documentation and contracts are completed.

• Set up employee workstations (computer, phone, email, software access).

• Provide access to the company’s sales tools (CRM, communication platforms).

• Organize welcome package (company handbook, sales guides).

2. Day 1: Welcome and Introduction

• Welcome and introduction to the team.

• Tour of the office or virtual office setup.

• Overview of company history, mission, and values.

• Overview of company products and services.

• Introduction to the sales team structure and key contacts.

3. Company Policies and Procedures

• Review company policies (attendance, dress code, communication).

• Health and safety policies, including emergency procedures.

• Code of conduct and confidentiality agreements.

• Sales ethics and compliance training.

4. Sales Tools and Systems

• Introduction to the company’s CRM system and usage guidelines.

• Set up email and calendar accounts.

• Introduction to communication platforms (e.g., Slack, Microsoft Teams).

• Training on sales performance tracking and reporting tools.

• Overview of customer database and lead management.

5. Sales Training

• Product and service knowledge training.

• Sales pitch and presentation training.

• Sales scripts and objection handling guides.

• Overview of target markets and buyer personas.

• Introduction to the sales funnel and conversion strategies.

• Role-play or shadowing with an experienced team member.

6. Sales Processes and Strategies

• Walkthrough of the complete sales process (lead generation to closing).

• Discussion of sales targets and key performance indicators (KPIs).

• Introduction to pricing structures and contract negotiations.

• Overview of lead qualification and prioritization techniques.

• Training on customer relationship management strategies.

7. Introduction to the Sales Team Culture

• Overview of sales team goals and collaboration practices.

• Introduction to sales incentives and reward programs.

• Understanding the communication flow within the sales team.

• Participate in team meetings or sales huddles.

8. Ongoing Support and Development

• Set up regular check-ins with the sales manager or mentor.

• Assign a mentor for guidance during the first few months.

• Review available resources for ongoing learning and development.

• Schedule follow-up training sessions (e.g., advanced sales techniques).

9. Final Review and Sign-Off

• Complete all required training sessions.

• Confirm system access and tool usage proficiency.

• Discuss first-month performance expectations with the manager.

• Employee sign-off on completion of the induction process.

Checklist Templates @ Template.net