The Ultimate Pre-Boarding Checklist
The 1st Steps in The Ultimate Onboarding for Retention
Walter CrosbyWe Are Now Pre-Boarding!
You never get a second chance to make a first impression.
4% of new hires leave a job after a disastrous 1st day.
22% of turnover occurs within the first 45 days.
A solid and thoughtful onboarding program bridges the gap between the sales candidate experience, and the employee experience.
We know it is difficult to successfully onboard salespeople with limited resources, and minimal time from management & leadership. Our series of checklists are designed to support you to build an effective system.
Before your new sales rep begins their journey with your company, we encourage you to engage early to enhance the experience for your new employee.
This checklist will help you cover the basics, but also consider some extras. We included an email template you can send one week before their start date to help them feel part of the team, and valued - especially if they are remote. Don't forget to add the flavor of your company culture!
The check boxes allow you to tick off what you have accomplished.
Internal Stakeholders
People to Ping - ASAP
Leadership
The speed of the management paces the team. Walter Crosby
Sample Email Template for New Rep
Dear {First Name}
Welcome to {Company Name}! We are looking forward to your start date on {Weekday, Month, Date} where you will learn more about our company, our culture, and how you can become successful beyond your dreams!
List Time frame, address, and onboarding facilitator.
Full Day Schedule
What to Bring? usually ID, banking info,etc.
If you have any social media groups or hashtags, you can share those here too.
Once again, congratulations, and the team is looking forward to meeting with you.
The {Company Name} Team
Things to Request
Consider Timing to Start Date
Schedule the 1st Week
Once the new reps calendar is set up, you should schedule the 1st week minimum; ideally the first two weeks are full.
Everyone's calendar gets full, and things can get off track fast. This is not fair to the rep or the company.
Set yourself up for success by planning ahead!
