Please see the workflow for the onboarding of representatives and Sales managers on IMP. The process

Initial Planning and Setup

Identify key stakeholders involved in the onboarding process.

Develop a detailed onboarding schedule with specific dates and responsibilities.

Prepare a welcome kit that includes company swag, resources, and essential tools.

Pre-Onboarding Logistics

Confirm the new hire's start date and ensure all HR paperwork is completed.

Set up accounts for necessary software, including IMP access and email.

Arrange for necessary equipment (laptop, phone, etc.) to be ready on Day 1.

Orientation and Introduction

Conduct a formal orientation session on the company’s history, culture, and structure.

Introduce new hires to their immediate teams and key personnel in other departments.

Provide an overview of the onboarding process and what to expect in the coming weeks.

Hands-On Training

Schedule interactive workshops focused on using IMP effectively.

Include role-specific training sessions tailored to the needs of representatives and Sales managers.

Provide access to recorded training sessions for future reference.

Practical Application

Assign initial tasks that require the use of IMP to reinforce learning.

Set up shadowing opportunities with experienced representatives and Sales managers.

Encourage participation in live sales calls or meetings to observe best practices.

Feedback and Evaluation

Schedule feedback sessions at the end of the first week to address concerns and questions.

Conduct a formal review at the end of the first month to assess progress and understanding.

Provide constructive feedback and identify areas for further development.

Ongoing Development and Integration

Create a personalized development plan that includes goals and timelines.

Offer continuous learning opportunities such as advanced training or workshops.

Foster a culture of collaboration by encouraging participation in team projects and initiatives.

Continuous Improvement

Gather feedback from new hires regarding the onboarding experience.

Analyze feedback to identify strengths and areas for improvement in the onboarding process.

Update onboarding materials and processes regularly based on feedback and best practices.

This version presents a different set of steps while maintaining a focus on a structured workflow for onboarding representatives and Sales managers on IMP. Adjust any sections as needed to fit your organization's specific requirements!