11
New Sales Rep 8-Week Training Plan
SOP Number: YES00046
Effective Date: 4/11/2025
Revision Date: 4/11/2025
Owner: Sales
Review Frequency: {Quarterly}
Purpose
New hire training outline for new Sales Reps. Sales Manager is responsible for ensuring that each new Sales Rep is properly onboarded and equipped with the necessary tools, knowledge, and support to excel in their new position. The training plan is designed to be comprehensive, covering all essential aspects of the role, During the first week, new hires will receive an orientation and introduction to their new role, meet key members of the executive team, and gain a thorough understanding of the company's services and value proposition. This initial phase includes scheduled sessions with HR, introductions to colleagues, and an overview of crucial software tools.
8-Week Training Plan for Division Leaders
Week 1: Orientation and Introduction
☐ Introduction to Your New Role with Director of Sales, Steve Farrell
☐ First Day with HR – Overview of company policies, benefits, and culture
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☐ Meet the Executive Team – Introductions and company vision
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Company vision with CEO Reed Laws
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Operations vision with President Kerry Westenskow
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☐ Overview of the Staffing Industry in Utah and Your Employment Solutions
☐ Introduction to Company Services and Value Proposition (USP)
☐ Meet the team! Introductions to your home branch support team and your Colleagues
☐ Software & tools overview with Director of IT – Pon Vorasane
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☐ Introduction to Avionte Bold (ATS) – Basic functionality and navigation – Shadow a recruiter from your home Branch [West Jordan] Day 2-5
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Week 2: Operations and Internal Processes
☐ Spend week 2 in operations learning the operational side of the business
☐ Shadowing different positions within the branch to understand workflows
☐ Hands-on experience with Avionte Bold
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Avionte workflow
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Associate onboarding
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Job postings
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Building Job orders
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Assigning associates to job orders
☐ Watch & review the below Avionte Bold training videos:
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Introduction to Avionte
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Customers and Contacts
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Temp & direct Hire Orders
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Applicant & Employee
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Candidate Management & Assignment
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Basic employee search
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Advanced search for employees in Avionte
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Help employees build a resume from their Avionte file
☐ Attend internal meetings to understand inter-departmental collaboration
☐ Reports review with Director of Operations – Kaelob Miller
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Week 3: Sales Tools and Techniques
☐ Sales Tools Review: Detailed training on Salesforce with Director of IT Pon Vorasane –
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☐ Introduction to Prospecting Using AI: Overview of AI tools and their applications in prospecting – with Steven Farrell
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☐ Practical exercises and role-playing scenarios
☐ In-Field Prospecting with Colleagues (2-3 days) Tammy
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☐ Complete Week 1 of the 8 Week Sales Academy
☐ Zoom info training with Steven Farrell
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☐ Review the day in the life of a Divion Leader Document – Steven Farrell
☐ 1 on 1 with Alison – HR review
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Week 4: Financial and Safety Training
☐ Finance with Nick (Controller): Understanding financial reports and KPIs
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Gross Margin Calculator: Training on using the calculator to determine pricing strategies
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Commission plan review
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Current financial state & Future financial state
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☐ Worksite Safety Evaluations: Training on evaluating worksite safety with Steven Farrell
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Importance of safety in the workplace
☐ Complete Week 2 of the 8 Week Sales Academy
☐ In-Field Prospecting with Colleagues and on your own (3-4 days) Cassandra
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Week 5: Sales Academy and Social Presence
☐ In-Field Prospecting with Colleagues and on your own (3-5 days) Tammy (2 days on your own)
☐ Complete Week 3 of the 8 Week Sales Academy
☐ LinkedIn – Creating a Social Presence: Optimizing LinkedIn profiles
☐ Strategies for building a professional network
☐ Introduction to Marketing & marketing support with Marc Webb– Director of Marketing
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Week 6: In-Field Prospecting and Practical Application
☐ Complete Week 4 of the 8 Week Sales Academy
☐ In-Field Prospecting with Steven and on your own (3-5 days)
☐ Hands-on experience with prospecting and client meetings
☐ Sales Tools Application: Applying CRM and ATS knowledge in real-world scenarios
☐ Using AI tools for prospecting
☐ Dashboard training with Steven Farrell
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Week 7: Advanced Sales Techniques and Ongoing Learning
☐ Complete Week 5 of the 8 Week Sales Academy
☐ Review and Q&A Sessions: Review of all tools and techniques learned so far
☐ Q&A with sales leader and mentors
☐ In-Field Prospecting with Steven and on your own (3-5 days)
Week 8: Final Integration and Feedback
☐ Complete Week 6 of the 8 Week Sales Academy
☐ Feedback and Next Steps: feedback sessions with trainers and mentors
☐ Setting goals and next steps for continued growth and development
☐ In-Field Prospecting on your own.
☐ Log all sales activities in Salesforce
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Ongoing Support and Development
☐ Regular check-ins and mentoring sessions
☐ Continuous learning opportunities through additional courses and training programs
☐ Complete Weeks 6-8 of the 8 Week Sales Academy
☐ Memorize the discovery meeting script questions over the next 2 months
Approval and Revision History
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Approved By |
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1.0 |
4/24/2025 |
IT , ML |
Initial Creation |
Contact Information
For questions or support related to this SOP, contact:
Role/Department: Sales
Email: [email protected]
Extension: 918
