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Onboarding Checklist for Sales & Marketing Teams

Brought to you by Botanical
A successful onboarding process ensures that your sales and marketing teams have the tools, knowledge, and support they need to excel in their roles. Effective onboarding can increase productivity, boost morale, and reduce turnover. This comprehensive checklist guides businesses through a seamless onboarding experience for their sales and marketing recruits.
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Onboarding Checklist:

Pre-arrival Preparations:
Arrange workspace and necessary equipment (computer, phone, software).
Create email accounts and provide access to necessary platforms.
Schedule initial meetings with team leads and colleagues.
First Day Essentials:
Team Introduction: Arrange a meet-and-greet with the team.
Company Culture Brief: Share the company's values, mission, and culture.
Role Clarification: Clearly define the new hire's roles and responsibilities.
Training & Tools:
Initiate product or service training.
Familiarize them with the company’s CRM, marketing automation software, and other tools.
Provide sales or marketing collaterals and branded materials.
Processes & Procedures:
Introduce them to the sales and marketing processes.
Provide documentation on lead generation, nurturing, and closing strategies.
Share company’s marketing campaign calendar and major sales initiatives.
Continuous Learning & Feedback:
Schedule weekly check-ins for the first month.
Encourage participation in team meetings and brainstorming sessions.
Offer access to continuous learning opportunities.
Mentorship & Team Integration:
Assign a mentor or buddy to assist in the acclimation process.
Involve them in team-building activities and outings.
Encourage cross-departmental communication for better alignment.
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Tracking Table
Workspace Arrangement
Status (✓/✗)
...
1
Initial Team Meeting
​
...
2
Product Training
​
...
3
CRM Software Introduction
​
...
4
...
...
...
There are no rows in this table
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Additional Resources:

Books:
The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter by Michael D. Watkins.
Sales Management. Simplified: The Straight Truth About Getting Exceptional Results from Your Sales Team by Mike Weinberg.
Videos:
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Onboarding Sales Teams for Success
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Effective Marketing Team Integration: Tips and Tricks
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