The purpose of this course is to provide companies with a simple, foundational onboarding training for new sales reps. It introduces the core responsibilities, expectations, and early habits needed to succeed in the role. This course ensures every rep starts with the same baseline knowledge before deeper product or sales methodology training.
- Total estimated course duration: 20 minutes
- Estimated time per module: 4–5 minutes
- Number of modules: 4 modules
Module 1: Welcome & Sales Rep Fundamentals
- Key topics:
- What a sales rep really does
- The mindset of successful sales reps
- How onboarding impacts long-term success
- Key takeaway:New reps understand the big picture of their role and what success looks like in their first month.
Module 2: Understanding the Sales Process
- Key topics:
- Overview of the typical sales process (prospecting → qualification → follow-up → closing)
- Where the rep fits in each stage
- Basic terminology
- Key takeaway:Reps understand the basic flow of sales and how their actions impact the pipeline.
Module 3: Daily Workflow & Productivity Habits
- Key topics:
- Typical daily schedule
- Effective call/email habits
- Importance of CRM usage and documentation
- Time management basics
- Key takeaway:Reps walk away with a simple structure for managing their day and staying organized.
Module 4: Professional Etiquette & Expectations
- Key topics:
- Communication etiquette (internal and external)
- Following processes and respecting the team workflow
- Asking for help, shadowing, and feedback
- Key takeaway:Reps understand the professionalism and accountability standards expected of them.
