Skip to content
English
  • There are no suggestions because the search field is empty.

What is the Standard Operating Procedure for Sales Onboarding?

Standard Operating Procedures for onboarding new hires into Sales roles, including Setters, Closers, and Field Sales Managers.

This document contains the Standard Operating Procedures for onboarding new hires into Sales roles, specifically for Setters, Closers, and Field Sales Managers (FSMs). It outlines the different phases of onboarding and the key areas of focus for each role.
 
Key Points:
  • Setter and Closer Onboarding: Three-phase process (Technical Setup, Foundation, Role-Specific Training)
  • FSM Onboarding: Two-phase process (Technical Setup, Foundation and Day-to-Day Activities)
  • Product Knowledge: Essential for FSMs

Document Link