Sales onboarding checklist

Bringing a new sales rep up to speed isn’t just about handing them a handbook and hoping for the best. A structured onboarding process can significantly impact ramp time, quota attainment, and overall team performance.

This sales onboarding checklist template helps you create a clear 30/60/90-day plan so new hires can hit the ground running.

What is a sales onboarding checklist template?

A sales onboarding checklist template is a structured guide that ensures new sales hires get the knowledge, training, and support they need to be successful. It breaks down the onboarding journey into a 30/60/90-day framework, helping sales managers track progress and provide the right resources at the right time.

From company and product knowledge to hands-on prospecting and deal-closing activities, this template makes sure nothing gets missed.

Who is it for?

This template is designed for:

• Sales managers who want a streamlined, effective way to onboard new reps and set them up for success.
• Sales enablement teams looking to standardize training and track new hire progress.
• New sales reps who want a clear roadmap for their first 90 days on the job.
• Product marketers who work closely with sales teams.
• HR and L&D professionals involved in structuring sales training programs.

How to use the template

1. Customize the checklist – Adjust the structure based on your company’s specific sales process, product complexity, and industry requirements.
2. Follow the 30/60/90-day plan – Guide new hires through company onboarding, product training, and hands-on selling activities, gradually increasing their responsibilities.
3. Track progress – Use built-in self-assessments and certifications to ensure reps are gaining the right skills at each stage.
4. Pair with mentorship – Encourage new reps to connect with sales mentors and leadership for additional support.
5. Refine as you go – Collect feedback and tweak the process over time to improve the onboarding experience.

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Sales onboarding checklist template

Sample sales onboarding checklist Onboarding is designed to help a new rep ramp and close deals faster, and it all revolves around a 30/60/90-day plan. A 30/60/90-day plan most importantly starts with a checklist for the manager to use to onboard their team members from day 1 to day 90. Use this…

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