Free Sales Onboarding Events Minute Template
Sales Onboarding Events Minute
This document serves to record the important discussions, action points, and key takeaways from our sales onboarding event held on [Date]. The purpose of this meeting is to introduce new sales hires to our sales processes, product knowledge, compliance guidelines, and to provide training in both sales tools and soft skills.
I. Meeting Agenda
-
Welcome and Introduction
-
Sales Process Overview
-
Product Knowledge Session
-
Compliance and Legal Guidelines
-
Sales Tools Training
-
Soft Skills Training
-
Review and Feedback
II. Meeting Minutes
|
Section |
Time |
Lead |
Key Points |
|---|---|---|---|
|
Welcome and Introduction |
9:00 AM - 9:15 AM |
[Speaker Name] |
Welcomed new sales hires, explained the importance of the onboarding process, set expectations. |
|
Sales Process Overview |
|||
|
Product Knowledge Session |
|||
|
Compliance and Legal Guidelines |
|||
|
Sales Tools Training |
|||
|
Soft Skills Training |
|||
|
Review and Feedback |
III. Attendance
|
Name |
Position |
|
Phone |
Status |
|---|---|---|---|---|
|
[Attendee Name] |
[Position] |
[Attendee Email] |
[Attendee Number] |
Present |
IV. Next Steps
-
Follow-up training sessions to be announced.
-
Evaluation forms to be filled by new hires.
Prepared By:
[Your Name]
[Your Email]
For any further details or clarification, please contact [Your Name] at [Your Email] or [Your Number].
Date: [Date]
Note: This document is confidential and intended for the use of the designated recipient(s) only. Unauthorized distribution or use is strictly prohibited.
