Sales Team Training Checklist ( SALESANDMARKETING )

This checklist is designed to ensure that all necessary steps are taken to effectively train new sales team members, covering essential skills, tools, and company policies.

• Onboarding Documentation Review

  Ensure all new hires receive and review onboarding documents that detail company policies, sales processes, and compliance information.

• Sales Tools Orientation

  Provide orientation on the sales tools and software the team will use, including CRM systems, communication tools, and sales analytics platforms.

• Product Knowledge Training

  Conduct training sessions on the company's products and services, ensuring team members understand features, benefits, and competitive positioning.

• Sales Techniques Training

  Facilitate workshops focused on effective sales techniques, including prospecting, objection handling, closing strategies, and relationship building.

• Role-Playing Scenarios

  Engage new hires in role-playing scenarios to practice sales conversations and receive feedback from trainers and peers.

• Shadowing Experienced Sales Representatives

  Assign new hires to shadow experienced team members during client calls and meetings to observe best practices in action.

• Performance Evaluation Setup

  Establish performance metrics and evaluation timelines, discussing expectations and how success will be measured.

• Feedback Session

  Schedule a feedback session at the end of the training to address any questions from new hires and gather insights on the training process.