Sales Checklist

At Bright Mind Innovations, we believe a structured, well-planned onboarding process for our sales staff not only equips them to excel but also underlies our commitment to providing exceptional advertising services. Therefore, we’ve created the Advertising New Hire Sales Checklist that aims to:

1. Streamline the onboarding process for the sales team.

2. Equip new hires with essential knowledge and skills to successfully represent and sell our advertising services.

3. Ensure a consistent experience for all new hires, fostering sustained engagement and productivity from day one.

Pre-Onboarding

• Prepare employment contract and any other relevant paperwork

• Set up company email, HR system and other necessary accounts

• Arrange a workstation with necessary resources and tools

• Inform the team about the new hire and their role

• Organise first-day agenda and send welcome email

Advertising Products and Services Knowledge

• Provide a comprehensive introduction to all advertising products and services

• Organize product trials for hands-on experience

• Schedule training sessions with product experts

• Provide resources and materials for in-depth understanding

• Conduct assessments to ensure understanding of products/services

Sales Process and Techniques

• Walkthrough the entire sales process

• Discuss sales strategies and proven techniques

• Role-play as part of training to handle different sales scenarios

• Coach on negotiation tactics and closing deals

• Assess understanding and progress through periodic evaluations

Understanding the Target Market

• Provide a profile of the target market for our advertising services

• Showcase case studies of previous successful campaigns

• Discuss trends and preferences in the target market

• Train on utilizing customer feedback and market analysis tools

• Conduct market visits and interactions where feasible

Brand Identity and Standards

• Introduce Bright Mind's brand and identity

• Share communication guidelines and visual assets

• Discuss how to incorporate the brand in sales and customer interactions

• Conduct sessions on how to handle complaints or negative situations while upholding brand image

• Provide regular updates on any changes to the brand's identity

Checklist Templates @ Template.Net