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11 Free Templates to Perfect Your Sales Onboarding Processes

Blog: The Process Street Blog

Sales Onboarding

Studies show great employee onboarding improves employee retention by 82%. When considering the average cost of replacing an employee is ~$30,000, you will recognize how vital good onboarding processes are.

Despite this, 88% of organizations don’t onboard well. This is a major problem burning holes in a lot of pockets and a reason why sales onboarding is so important.

In this Process Street article, you’ll learn what sales onboarding is and the benefits good onboarding brings to a business. You will find out key skills to be identified and nurtured during the sales onboarding process before being granted access to Process Street’s Sales Onboarding Checklist for free. This checklist is uniquely designed to help you develop effective sales onboarding processes.

This article has been written to assist in the creation of a leading sales team. To do that we give you our top 11 template resources. You can click on the links below to be directed to these templates, or scroll down to find out more.

  1. Sales Onboarding Checklist
  2. Diversity Hiring Process
  3. Ari Meisel’s How to Streamline the Hiring Process Guide
  4. Code of Conduct Policy Adherence Process
  5. Employee Background Check
  6. Employee Developmental Plan Template
  7. Employee Satisfaction Survey
  8. Performance Management
  9. Performance Review Template
  10. Training Plan Template
  11. Sales Manager Job Description Template

Click on the relevant subheader below to jump to the section of choice. Or, as recommended, scroll down to read all we have to say regarding sales onboarding.

Let’s get started, shall we?

What is onboarding (explained in the context of sales)

Onboarding is the process of introducing a new employee into an organization. It is about familiarizing the employee to company-specific customs, values, and cultures, whilst providing effective training for them to succeed in their role.

In this article, we look specifically at onboarding in the context of sales. That is onboarding new sales reps into your team.

You want to get your sales onboarding process right to create your next generation of sales leaders.

The question is, how do you get it right? 🤔

Before you think about that question too much, check out Process Street’s Sales Onboarding Checklist. A carefully crafted checklist machine that holds the secret to getting your sales onboarding processes right.

Click here to access our Sales Onboarding Checklist!

Hold up, hold up…

Let’s take a step back before we rush into things. Keep the Sales Onboarding Checklist open, but before you swing into action, you must understand:

  1. The importance of a good sales onboarding process 👍
  2. How to hire the right talent and nurture that talent for rockstar performances 🎸

The benefits of an effective onboarding process

A study by Leadership IQ found that 46% of new hires fail within the first 18 months of their role, with only 19% achieving unequivocal success.

These are discouraging statistics. Despite ruthless selection processes, it seems that nearly half of all businesses are hiring the wrong candidates.

Or are they?

You can hire the right candidate, with the right skills and experience, but if you don’t have an effective employee onboarding process, expect that talent to fade with neglect.

To hammer home my point, think of your newly hired talent as a plant. Failing to provide a plant’s needs will cause it to shrivel away from flourishing potential.

Talent needs to be nurtured to bloom. This is where carefully planned and tailored employee onboarding processes come in – like our Sales Onboarding Checklist given above. With this checklist, you can expect to reap the following benefits:

The numbers are in and the reports confirm the importance of having an effective sales onboarding process. To be effective sales onboarding processes must attract, retain, and nurture the right talent with the right skills. To do this, you need to be aware of the critical sales rep skills needed.

Incorporating the sales skills required

Sales onboarding - incorporating the skills required

When running our Sales Onboarding Checklist, you are prompted to give sales-specific training. When it comes to incorporating the sales skills required, think about what skills are needed in your team and for your unique sales position.

As a prompt, I have listed common sales rep skills to consider. These skills are given by Insight Squared.

What’s featured in the above are important skills for any sales rep. These are skills reps could already have or are skills that can be taught during the onboarding process. Regardless of the means, each skill must be considered with high regard, with the intention of your sales reps possessing these skills at the end of the onboarding process.

Case studies: Companies with the best onboarding programs

We have already explained the benefits of effective employee onboarding, but to repeat the importance we will explore some real-life examples of onboarding done right.

The below 3 case studies are perfect illustrations of the long-lasting benefits good employee onboarding brings in a general sense. These benefits apply to the specifics of sales onboarding.

Case study #1: Quora


As a company, Quora knows the value of investing in a good onboarding program. New hires are allocated a personal mentor and are considered a priority. Key aspects of Quora’s onboarding processes are recognized:

Since its launch in 2009, Quora has surpassed manager expectations and now has 693 million monthly users. Developing a leading sales team is a significant contributor to Quora’s success.

Case study #2: Zappos


Zappos has an onboarding process that lasts 4 weeks. This process places a strong emphasis on maintaining company culture, creating bonds, and supporting communication.

Zappos has grown from a struggling start-up in 2000, to obtaining an acquisition deal from Amazon valued at $1.2 billion in 2009. Placing a strong emphasis on the delivery of effective onboarding processes is considered key to Zappos’ success.

Case study #3: Google


During the 4th year of my degree, I moved away from Science to study Business Management. During this 4th year, the tech giant Google cropped up again and again to exemplify the importance of strong company culture and exceptional employee care. This care begins at Google’s onboarding processes.

There is little doubt that Google is a magnum opus of the business world. With its strict onboarding process, Google’s onboarding results are 25% better than average.

The above case studies demonstrate the business benefits that come from a strong onboarding focus.

On studying these case studies I have drawn a consensus between the onboarding processes of Quora, Zappos and Google. Each has designed their onboarding processes to focus on 2 or more of the following areas:

In light of this, our Sales Onboarding Checklist has been designed to encourage understanding, meaning, training and education, and culture and shared values for the onboarding of your new sales reps.

Use Process Street for your sales onboarding processes (& more)

At the beginning of this article, you were introduced to Process Street‘s Sales Onboarding Checklist. This checklist has been specifically designed to assist you in the effective onboarding of new sales staff. But this is just one piece of the puzzle so to speak when it comes to developing an effectual sales team.

At Process Street, we have been working hard to develop and deliver free templates uniquely designed to help you create an effectual sales team. Use these templates along with our Sales Onboarding Checklist to create strong sales leaders.

Diversity Hiring Process

Having a diverse sales team brings forward a wealth of skills, talent, and experience. Consider your team as a unit. Diversity increases the likelihood that your team is equipped to master any problems thrown their way.

Run our Diversity Hiring Process for diversity and inclusion. Launch this process every time your company is looking for a new hire to add to your sales team.

Click here to access our Diversity Hiring Process!

Ari Meisel’s How to Streamline the Hiring Process Guide

Ari Meisel, the founder of Less Doing and co-founder of Leverage, knows a thing or two about hiring procedures.

Use this Ari Meisel’s How to Streamline the Hiring Process Guide to hasten your hiring process via automation. After setting up the required automation, you can run this checklist whenever you need to hire a new candidate for your sales team.

Click here to access our Ari Meisel’s How to Streamline the Hiring Process Guide!

Code of Conduct Policy Adherence Process

Without having guidelines to refer to, how will your sales team know what conduct is expected from them?

Have your new sale employees adhere to your code of conduct policy by launching checklists from this Code of Conduct Policy Adherence Process during onboarding.

Click here to access our Code of Conduct Policy Adherence Process!

Employee Background Check

When hiring new sales reps, it is important to exercise caution and due diligence by uncovering potential complications a person may have in their past that they could potentially bring into the workplace.

Run our Employee Background Check process when hiring your new sales staff, to perform an employee background check.

Click here to access our Employee Background Check process!

Employee Developmental Plan Template

If you want to attract and maintain your newly hired sales reps, make sure to keep them motivated through a self-developmental plan.

This includes providing employees with opportunities to develop, whilst making sure the company is achieving its goals. With this Employee Developmental Plan Template, each step has been carefully designed for you to do that.

Click here to access our Employee Developmental Plan Template!

Employee Satisfaction Survey

Employee satisfaction is about evaluating employee engagement within a company, allowing the company to understand how their employees feel about coming to work.

Our Employee Satisfaction Survey is a great checklist to incorporate during your sales onboarding process as it will highlight key concerns of employees right from the start.

Click here to access our Employee Satisfaction Survey!

Performance management

Employee performance management is a process that establishes a shared workforce understanding about what is to be achieved at an organizational level. It is about aligning organizational objectives with employee agreed measures, skills, competency requirements, developmental plans, and results delivery.

Start using this Performance Management template during the initial stages of onboarding your new sales reps.

Click here to access our Performance Management template!

Performance Review Template

During the onboarding process, you will want to give your sales employees constructive feedback to make sure the business is working to the best of its abilities. Think about giving yearly, semi-yearly, or quarterly performance reviews using our Performance Review Template starting as your onboard your new sales reps.

Click here to access our Performance Review Template!

Training Plan Template

Research shows a 24% higher profit margin for companies that invest a lot in training relative to those that don’t.

Use our Training Plan Template to prepare a training plan for your new sales hires, to make sure they develop the skills necessary to succeed in their role.

Click here to access our Training Plan Template!

Sales Manager Job Description Template

Onboarding new sales reps means hiring the right talent with the skills, experience, and personality traits it takes to succeed. As already mentioned, some skills can be taught during the onboarding process. Other skills, experience, and personality traits cannot be taught, and so you may want to filter out candidates based on these.

Use our Sales Manager Job Description template to do this, to onboard a new sales manager for your team. You can also adapt this template to create a more general job description for other sales roles.

Click here to access our Sales Manager Job Description Template!

A deep dive into Process Street (and how it works)

Process Street is superpowered checklists.

You can record any business workflow into a checklist format to enhance control, efficiency, productivity, and to reduce error.

For more information about Process Street and what we offer, watch our below webinar: An Introduction to Process Street.

In this article, you’ve been provided with 11 free top templates, uniquely designed to create the sales team you need to succeed. These process templates (along with the hundreds of others in our premade template library) make use of our powerful feature set, including:

It is with these features that our checklists can be considered as adaptable, dynamic machines, making them superpowered!

For more information on how to create templates using Process Street, watch the below video: Basics of Creating and Editing Templates.

Develop a leading sales team with effective sales onboarding processes

Establishing a leading sales team starts with the implementation of effective sales onboarding processes. Process Street has a wealth of template resources to help you get started. These templates are ready for you to use right away and can be accessed for free.

Sign up to Process Street for free to get started!

For more information on employee onboarding, creating a leading sales team, and sales processes in a more general sense, check out the below resources:

What strategies do you use to onboard new sales reps in your team? What problems and successes have you faced? We would love to hear from you, so please comment below.

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