write a checklist for a onboarding process of new "sales managers"

Confirm start date with the new hire.

Prepare onboarding materials and welcome package.

Set up necessary technology (laptop, phone, software access).

Schedule introductory meetings with key team members.

Create a training schedule for the first week.

Welcome the new sales manager in person or via video call.

Provide an overview of the company’s mission, vision, and values.

Introduce the new hire to the team and key stakeholders.

Complete necessary HR paperwork and benefits enrollment.

Review the onboarding schedule and set expectations.

Schedule product and service training sessions.

Provide access to sales tools and resources.

Assign a mentor or buddy from the sales team.

Review sales processes and best practices.

Conduct role-playing exercises for sales scenarios.

Discuss key performance indicators (KPIs) for the role.

Set initial sales targets and objectives.

Review the company’s sales strategy and market positioning.

Establish regular check-in meetings to monitor progress.

Provide feedback mechanisms for ongoing improvement.

Encourage participation in team meetings and events.

Share company success stories and case studies.

Discuss company policies and expectations regarding conduct.

Foster relationships with cross-departmental teams.

Promote engagement in social and community activities.

Outline goals for the first 30, 60, and 90 days.

Schedule regular feedback sessions with management.

Review progress towards sales targets and adjust strategies as needed.

Encourage continuous learning and professional development.

Celebrate early wins and accomplishments.

Conduct a formal check-in at the end of 30 days.

Gather feedback from the new hire regarding the onboarding experience.

Assess the new sales manager’s integration into the team.

Adjust the onboarding process based on feedback for future hires.

Plan a follow-up evaluation at the 90-day mark.