Employee Sales Development Onboarding Plan for Success

30-60-90-Day Onboarding Plan Presentation Template Example Jamal King Employee Sales Development Representative Job Title Sales Department Jason Desjardins Hiring Manager Hybrid (2 days in-office, 3 days remote) Remote/In-Office Status MM/DD/YY Start Date

Contents 1 2 3 4 5 6 7 Milestones Overview First 30 Days Key Areas First 60 Days Key Areas First 90 Days Key Areas First 30 Days Action Plan First 60 Days Action Plan First 90 Days Action Plan

Milestone Overview Timeframe Focus Area Key Objectives Understand the company, role, and expectations. First 30 days Learning and integration First 60 days Role application Begin taking ownership of key tasks. Demonstrate full productivity and long-term value. First 90 days Performance and growth

First 30 Days Key Areas Focus Area Description Company knowledge Attend company orientation and learn the mission, values, and industry landscape. Role-specific training Complete sales onboarding, CRM training, and shadow experienced reps. Performance expectations Understand key performance indicators (KPIs), sales targets, and metrics. Tools and technology Gain access to CRM, email automation, and prospecting tools. Collaboration and networking Meet the sales team, marketing partners, and customer success contacts.

First 60 Days Key Areas Focus Area Description Applying skills Conduct prospecting calls, research leads, and initiate outreach. Project contributions Work on a small outreach campaign or assist in a sales presentation. Ongoing learning Attend advanced sales training, role-play scenarios, and customer objections training. Feedback and adjustments Receive manager feedback and adjust sales techniques accordingly. Performance tracking Begin tracking personal outreach numbers and pipeline development.

First 90 Days Key Areas Focus Area Description Achieving independence Confidently handle prospecting, cold outreach, and qualifying leads. Leadership and initiative Take the lead on an outreach campaign or assist in deal negotiations. Strengthening relationships Develop stronger communication with internal teams and potential clients. Career growth planning Discuss professional development and long-term sales goals. Final onboarding review Complete performance review and refine sales strategy.

First 30 Days Action Plan Task Owner Notes Attend company orientation. HR Learn company policies and procedures. Discuss expectations with the hiring manager. Manager Align on role objectives and quotas. Shadow a top-performing sales representative. Employee Observe sales calls and techniques. Complete CRM and email automation training. Learn prospecting and follow-up processes. Employee Establish initial cold call and email benchmarks. Set first outreach targets. Employee and Manager

First 60 Days Action Plan Task Owner Notes Begin prospecting and lead generation. Employee Conduct outreach and qualify leads. Schedule discovery calls with prospects. Employee Apply sales techniques learned in training. Adjust sales approach based on feedback. Seek feedback from sales leadership. Employee Focus on handling objections and closing techniques. Attend deeper sales training sessions. Employee Contribute to a sales campaign or outreach initiative. Employee Work with marketing to refine messaging.

First 90 Days Action Plan Task Owner Notes Take complete ownership of prospecting and lead qualification. Employee Build a reliable sales pipeline. Apply strategies to improve conversion rates. Lead a sales outreach initiative. Employee Assess sales numbers and discuss growth areas. Conduct final performance review. Manager and Employee Plan the next steps for career development. Employee Set long-term sales and leadership goals. Provide feedback on the onboarding process. Employee Help improve future sales onboarding. Provided by Smartsheet, Inc.

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