Sales Onboarding Playbook

Create a 30-day sales onboarding playbook for a new [SALES ROLE: SDR / AE / AM] selling [PRODUCT/SERVICE].

**Week 1: Learn**
- Product deep dive (features, use cases, competitive landscape)

- Buyer personas and pain points
- Sales process and CRM setup
- Shadow 3 calls with top performers

**Week 2: Practice**
- Role-play discovery calls (with scorecard)
- Write practice emails (reviewed by manager)
- Learn objection responses
- Complete product certification

**Week 3: Assist**
- Co-sell with a mentor on 5 live opportunities
- Run first discovery call with observer
- Build first pipeline of 20 prospects

**Week 4: Solo**
- Run calls independently with post-call reviews
- Send first 50 outbound sequences
- First pipeline review with manager
- 30-day assessment and goal setting

For each day: specific activities, resources, success criteria, and who supports them.

Create a 30-day sales onboarding playbook for a new [SALES ROLE: SDR / AE / AM] selling [PRODUCT/SERVICE].

**Week 1: Learn**
- Product deep dive (features, use cases, competitive landscape)
- Buyer personas and pain points
- Sales process and CRM setup
- Shadow 3 calls with top performers

**Week 2: Practice**
- Role-play discovery calls (with scorecard)
- Write practice emails (reviewed by manager)
- Learn objection responses
- Complete product certification

**Week 3: Assist**
- Co-sell with a mentor on 5 live opportunities
- Run first discovery call with observer
- Build first pipeline of 20 prospects

**Week 4: Solo**
- Run calls independently with post-call reviews
- Send first 50 outbound sequences
- First pipeline review with manager
- 30-day assessment and goal setting

For each day: specific activities, resources, success criteria, and who supports them.