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Mark Hughes
Introduction
For a rep, starting a new sales job can feel a lot like stepping into a high-stakes game without knowing the rules. You’re eager, ready to prove yourself, but the playbook isn’t exactly clear. And most of us have been there, lost in a sea of CRM logins and product features we can't quite remember.
This is where an effective sales enablement onboarding process can really make all the difference. A well-designed onboarding plan doesn't just get reps acquainted with their role—it gives them the tools and confidence they need to thrive, fast. In this blog, I’m going to walk you through how to craft an onboarding process that’s not just functional but transformational for your new hires.
Table of Contents
Establish Clear Objectives
Make the First Week Count
Break Down Your Sales Playbook
Provide Tools for Practice, Not Just Theory
Create a Culture of Continuous Feedback
1. Establish Clear Objectives
Before we dive into training modules and sales scripts, let’s start with the end in mind: What should a new rep be able to do by the end of their onboarding?
Clear objectives are the foundation of any good onboarding process. Think about specific milestones like “understanding the product portfolio,” “navigating the CRM effectively,” or even “being able to conduct a full sales pitch.” Set these goals and make sure they’re measurable.
For example, by week three, a new rep should be able to give a 10-minute elevator pitch on your flagship product without any prompts. This kind of specificity helps both the trainer and the new rep stay focused. And once your objectives are clear, you can reverse-engineer the steps they need to get there.
2. Make the First Week Count
The first week is all about creating a sense of belonging while giving reps a bird’s eye view of the landscape. This is your chance to set expectations, lay the groundwork, and build excitement.
Consider starting with an orientation that introduces them to your company culture—your values, your mission, the big picture stuff that they’re now part of. Then, mix in some practical training sessions: an overview of the sales funnel, introductions to the key team members, and a basic understanding of the products.
Avoid overwhelming new reps with a firehose of information. Instead, focus on giving them a foundational understanding they can build upon. The goal here is to make them feel welcomed and equipped to start learning the details.
3. Break Down Your Sales Playbook
Your sales playbook is the backbone of your onboarding process, and breaking it down into bite-sized, digestible sections can help new reps understand it without feeling overwhelmed.
Structure it to cover:
Buyer Personas: Who are they talking to? What are these buyers' common pain points?
Sales Scripts: Equip them with examples of effective sales conversations. Role-playing these scripts can be hugely beneficial.
Objection Handling: Get them ready for real-world resistance by diving into common objections they’re likely to hear—and how to tackle them.
Make sure the playbook is more than just theory. Real-life examples, case studies, and shadowing experienced reps can transform this content from abstract ideas into practical knowledge they can use on day one.
4. Provide Tools for Practice, Not Just Theory
Knowledge is great, but if a new sales rep can’t apply it, it’s practically useless. This is where providing the right tools for hands-on practice makes a world of difference.
Encourage reps to practice their pitches in a safe environment before putting them in front of potential clients. Set up role-playing exercises where they handle different sales scenarios, from a friendly call to the dreaded hostile objection.
Leverage digital tools too—our platform, Solidroad, allows reps to practice sales calls in our “flight simulator”, to engage in role-plays that provide immediate feedback, allowing new reps to refine their skills without the pressure of a live prospect. The goal is to help them feel confident long before they need to face a real customer.
5. Create a Culture of Continuous Feedback
Let’s not forget that onboarding doesn’t end just because the initial training sessions are over. One of the biggest mistakes is considering onboarding as a two-week sprint rather than a continuous process.
After the formal onboarding, schedule regular check-ins. Maybe it’s a weekly one-on-one for the first few months, or setting up a buddy system with an experienced rep who can answer questions as they arise. The idea is to create an environment where asking questions is encouraged, and feedback is frequent.
These check-ins are where you’ll truly understand what’s working in your onboarding and what’s falling flat. If a rep is struggling with a certain part of the sales process, that’s a chance for you to adjust your training and support. This ongoing loop of feedback ensures your reps are continuously improving and feel supported as they settle into their role.
Conclusion
A successful sales enablement onboarding process isn't about cramming all the knowledge into a new rep as fast as possible. It’s about designing a roadmap that makes them feel confident, competent, and motivated to succeed in their role. Establish clear goals, make that first week a powerful introduction, break down the playbook, provide lots of opportunities for practice, and keep the feedback loop open.
Onboarding is a journey—not just for the new hires but for you as a sales leader too. With a well-structured process, your reps without doubt will be prepared for success.
FAQ
1. How long should an onboarding process for sales reps last?
Ideally, a structured onboarding process lasts at least 90 days. The first few weeks should focus on intensive training, while the remaining period emphasizes continuous learning and adjustment.
2. What’s the best way to measure the success of onboarding?
Success can be measured by tracking key milestones, like completing a certain number of practice calls or independently closing a sale within a set timeframe. Regular check-ins and feedback from both managers and reps are also great indicators.
3. How do I make onboarding engaging for new sales reps?
Mix up your training formats—combine videos, role-plays, shadowing, and interactive Q&A sessions. Gamify parts of the learning process to make it more fun and to encourage healthy competition among new hires.
Schedule a demo and see how it can help supercharge your team's training
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