Sales Onboarding

Delays in getting new Account Executives and BDRs up to speed are a direct hit to your revenue targets. Automate the manual chores to set new hires up for success, and free up managers' time for more impactful work.

Sample Sales Onboarding timeline

2 weeks before first day at work
Alex Newhire enrolled in
Sales Onboarding
Trigger
New user detected in HRIS, in Sales department
Sent to Alex's Manager
Eva
 
 
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Get Alex off to a flying start!

A few key actions from you can make sure Alex is hitting quota as fast as possible. Here's what you need to take care of before their first day.

Add Alex on LinkedIn and send a welcome message

Choose an onboarding buddy for Alex

1 week before first day at work
Sent to Alex's Buddy
Carla
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Introducing your new buddy Alex

Alex will be joining as an Account Exec in 1 week. Here's a few tips on how you can help them be successful in their first few months.

Book a regular catch-up with Alex

Sent to Alex's Manager
Eva
 
 

Book a regular 1:1 meeing

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Alex automatically added to 5 training sessions and 3 recurring meetings

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Service Desk Ticket automatically created: Access request for Salesforce & Gong

On first day at work
Sent to
Alex Newhire
 
 
Welcome from Jiang, Acme's Chief Revenue Officer

Hi Alex. I'm so excited to have you join us at this pivotal time for Acme Inc!

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Announce your new role on LinkedIn

Review the Acme Sales Playbook

Watch these best-in-class Demos

Sent to Alex's Manager
Eva
 
 

Schedule Demo practice run with Alex

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Alex automatically enrolled in LMS learning path

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3 more messages, tasks and automations

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Book a call