Free Sales Partner Onboarding Checklist Template

Sales Partner Onboarding Checklist

This guide will help you navigate through the essential steps to ensure a smooth and effective onboarding process for our new sales partners.

Introduction and Welcome

  • Send a personalized welcome email.

  • Schedule a virtual or in-person welcome meeting.

  • Provide an overview of our company's mission, vision, and values.

Product/Service Training

  • Conduct a comprehensive training session on our products/services.

  • Share product/service literature and resources.

  • Arrange hands-on demonstrations or simulations.

Sales Process Overview

  • Explain our sales process in-depth.

  • Share sales scripts and objection-handling strategies.

  • Highlight key selling points and unique value propositions.

Target Audience and Buyer Personas

  • Discuss the target audience and buyer personas.

  • Provide insights into industry trends and market positioning.

  • Share case studies and success stories.

Sales Tools and Technology

  • Set up access to CRM and other sales tools.

  • Offer training on using sales enablement platforms.

  • Ensure proficiency in email communication and scheduling tools.

Compensation and Commission Structure

  • Clarify the compensation and commission structure.

  • Provide examples and scenarios for better understanding.

  • Address any questions or concerns related to compensation.

Legal and Compliance

  • Review and sign partnership agreements.

  • Explain legal and compliance requirements.

  • Provide resources for ongoing compliance education.

Communication Channels

  • Share communication channels and protocols.

  • Add new partners to relevant communication groups.

  • Foster a culture of open communication and collaboration.

Performance Metrics and Reporting

  • Define key performance indicators (KPIs) for success.

  • Explain reporting mechanisms and timelines.

  • Offer regular check-ins to discuss performance and goals.

Networking Opportunities

  • Introduce new partners to the broader sales team.

  • Facilitate networking sessions or events.

  • Encourage collaboration and knowledge sharing.

Ongoing Support and Mentorship

  • Assign a mentor or buddy for ongoing support.

  • Schedule regular check-ins for feedback and guidance.

  • Provide resources for continuous learning and development.

Feedback and Improvement

  • Establish a feedback loop for continuous improvement.

  • Encourage partners to share insights and suggestions.

  • Implement feedback for refining the onboarding process.

Sales Templates @ Template.net