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What is a sales onboarding?

Now that you know all about sales onboarding, let’s talk about actually designing one specifically for an account executive, rather than a general sales role.

This is a week-by-week look at what our resident LGM experts recommend for sales managers. It’s specifically designed for EAs and AMs, but you can adapt it to any sales role!

First week of incorporation:

Naturally, the first week is quite intense in terms of learning, as the newcomer will be learning a completely new process. Here is a breakdown of what we do:

First morning: Immersion in the company:

The first morning, the onboarding process begins with an immersion skype databaseinto the company culture; the history of the company, its vision, when and why it was founded, current goals, etc.

This step is crucial as it provides new hires with background information that will be important in conversations with clients.

It’s these small details, fairly minor but nice to share, that provide context for where the company is coming from and where it’s going.

First afternoon: Demonstrations and learning:

That same afternoon, new hires have the opportunity to see product demonstrations, which provide them with information about the solutions they will be presenting.

Once they’re done watching the demos, they’re challenged to do their own product demo! Yes, on their first day.

Finally, create a “mock” demo in which you explain to them why you have decided to present it your way. You have been selling the product for three years and you know what works and what doesn’t. Share it with them and explain why you say certain things and how to say them.

Second morning: Learning the call structure:

The next morning they have time to work on more demos, sales onboarding and at the end of the morning they do another demo.

If you are good, and after you have made it through the first day, you should start learning how a demo call works.

This is repeated every morning for the rest of the week; watch demonstrations and learn how to do them.

In the mornings: Discovery calls

During the week off, mornings are reserved for what is known as “Discovery.” In sales, the structure of a first meeting, before you do your own demo, revolves around understanding the person’s needs.

It is the most difficult and important exercise for sales and that is why the new salesperson will do it during the entire first week.

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