Free Sales Minute of Onboarding Review Meeting Template
Sales Onboarding Review Meeting Minutes
|
Date: 10-20-2053 |
Time: 10:00 AM - 11:30 AM |
Location: Zoom Meeting |
Attendees
|
NAME |
POSITION |
DEPARTMENT |
CONTACT INFO |
|
[Jonathan Smith] |
Sales Manager |
Sales |
[222-555-7777] |
|
[Emily Davis] |
New Sales Rep |
Sales |
[222-555-7777] |
|
[Lisa Green] |
HR Rep |
Human Resources |
[222-555-7777] |
|
[Linda McBride] |
Training Specialist |
Training |
[222-555-7777] |
|
[Mark Yohan] |
IT Support |
IT |
[222-555-7777] |
|
[Sarah Jane] |
Sales Mentor |
Sales |
[222-555-7777] |
Agenda
|
1. Welcome and Introductions |
4. IT Setup and Support |
|
2. Review of Onboarding Progress |
5. Sales Mentorship |
|
3. Training and Resources |
6. Next Steps and Action Items |
Meeting Minutes:
|
[Jonathan Smith] welcomed [Emily Davis], the new Sales Rep, to the Sales team and introduced her to the team members. Emily briefly shared her background and expressed her excitement to join the team. |
|
[Lisa Green], HR Rep, discussed the onboarding process and emphasized the importance of completing all required paperwork. [Linda McBride], the Training Specialist, provided an overview of the training schedule for [Emily]. [Sarah Jane], Sales Mentor, expressed her willingness to support [Emily] during her onboarding and training. |
|
[Mark Yohan], the IT Support representative, assured the team of his availability for any IT-related issues that may arise during [Emily]'s onboarding and beyond. |
---------------- Meeting Adjourned at 11:30 AM ---------------------
|
Next Meeting Date: |
11-03-2053 |
