Free Sales Onboarding Progress Minute Template
Sales Onboarding Progress Minute
Date/Time: [October 25, 2050 - 10:00 AM]
Employee Information
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Name: |
[Employee’s Name] |
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Position: |
[Sales Associate] |
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Hire Date: |
[October 15, 2050] |
Key Objectives
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Understand Company Products and Services |
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Master Sales Techniques |
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Familiarize with Sales Tools (CRM, Sales Database) |
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Develop Effective Sales Pitch |
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Complete Sales Compliance Training |
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Enhance Customer Relationship Skills |
Progress Made
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Completed Product Training on [October 20, 2050] |
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Attended Sales Techniques Workshop on [October 22, 2050] |
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Initiated CRM Training, [50%] complete |
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Delivered a Successful Sales Presentation to [Your Company Name] on [October 23, 2050] |
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Started Compliance Training, [30%] complete |
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Improved Communication with Customers, as noted in feedback |
Challenges Faced
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Difficulty in navigating the CRM system |
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Overcoming objections during sales pitches |
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Time management while balancing multiple training modules |
Next Steps
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Complete CRM training by [November 5, 2050]
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Continue Compliance Training, aim to finish by [November 10, 2050]
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Schedule role-play practice for objection handling
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Work on time management and prioritize tasks effectively
Mentor/Manager Feedback
Employee is making good progress and has demonstrated strong presentation skills. We need to continue working on CRM navigation and objection handling. Time management can be improved with practice.
Action Plan
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Schedule regular check-ins with Employee to monitor progress
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Provide additional one-on-one CRM training to address navigation challenges
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Arrange for role-play sessions to further improve objection handling skills
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Encourage Employee to proactively seek help with time management and task prioritization
Signature
Salesperson: [John Smith]
Mentor/Manager: [George Harris]
