Sales Rep Onboarding Plan Template
Quickly ramp new sales reps with a comprehensive onboarding plan.
Why use this template?
Do you have a sales onboarding plan for new hires? If not, download my template. I have run more than 20 sales reps through a comparable framework and was able to reduce our ramp time to full productivity to under 4 months.
That means from day 1 of the new hire, they were producing their full monthly quota within 4 months. Closing 5 - 10 deals per month with deal sizes on average ranging from $5K - $25K ACV.
It’s fairly common for companies to not have a structured onboarding process. Sure, they make sure to get all the paperwork done, but often new employee training lacks structure and clarity.
What's inside the template
Add this template to your cart for instant download. There are 3 main components to personalize for your sales org.
- Cover: Update the header with your logo and footer with your company domain.
- Table of Contents: update the table of contents with the appropriate topics specific to your business. Update the page numbers last.
- Body Content: I have outlined what you should expect to include in each section and and made suggestions to include links to key resources.
How to use this template
Add the template to your cart to instantly download. You will receive a link to the Google Doc of the Sales Rep Onboarding Plan Template to copy for your own.
Then let me know if you have any feedback. You may also like these operating templates below for high-growth B2B SaaS companies:
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
