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Onboarding Checklist for New Sales Hires Template

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Salespeople often take six to nine months to get up to speed. By using this template, you can quickly get the most out of your investment in new hire sales.

Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Onboarding Checklist for New Sales Hires
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Onboarding Checklist for New Sales Hires
Today @ 10:30 - 11 AM
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Onboarding Checklist for New Sales Hires
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Onboarding Checklist for New Sales Hires Template
By HubSpot
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Onboarding Checklist for New Sales Hires Template:

1 💪 Pre-Week Training

Reading materials about their role and what they’ll learn during training.

2 ✅ Onboarding Action Items

A list of action items that will help to fully onboard the sales rep.

  • Email and Administrative Preparation (👤 Assignee: X)
  • Orientation (👤 Assignee: X)
  • Product or Service Training (👤 Assignee: X)
  • Gaining Understanding of the Market (👤 Assignee: X)
  • Job Shadowing (👤 Assignee: X)
  • Prospecting and Introductions (👤 Assignee: X)
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HubSpot

Template by

HubSpot

HubSpot is a leading CRM platform that provides software and support to help businesses grow better. The HubSpot platform includes marketing, sales, service, and website management products that meet companies needs at any stage of growth. Thousands of customers around the world use HubSpot's easy-to-use tools and integrations to attract, engage, and delight customers.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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