How Much Do You Know About Onboarding? Setting Your New Hire Up for Success

Setting Up Your New Hire For Success

This is a Gust Blog post from Sales expert Chris Tully.

You have just hired an A-Player for your sales team – someone you’re looking to perform at a high level and crush your company goals. Are you assuming your newest employee will continue to be a sales powerhouse in your company environment? Don’t count on it! Owners and Sales Leaders can’t take a backseat just yet in the hiring process. They must create and provide a robust Sales Onboarding Plan to usher the new player into their new setting and set them up for success.  

Welcome to Part II of our two-part blog series about Sales Hiring. If you missed Part I about how to define, seek-out, screen and secure top sales performers, take a moment and read it first: How Much Do You Know About Sales Hiring?: Three Steps to Hiring A-Players for Your Business

Have you ever experienced a terrible first day on the job? In years prior, a terrible first day might begin at arrival to find no one knew you were coming and your new desk was a mess, filled with junk left behind from your predecessor. But today’s new hires are often fully remote, and probably have never met anyone at their new employer in person, creating far different issues in culture setting, training and relationship building. Starting your first day from home without a computer, no access to company IT systems, and little direction will lead to stumbling around to track down login information, figuring out who is who, and self-guiding yourself through HR orientation. This is NOT how anyone wants to start a new job, especially when so much is expected. 

This is not a fairytale!

Bad first impressions on the job happen all the time and can leave a new hire, especially an A-Player, second guessing their career decision. It raises a red flag indicating that a sloppy approach is an acceptable way to operate within the company. A disorganized and chaotic first day or week muddles job goals, processes, and company culture for the negative and slows down the ability for a salesperson at any level to produce results due to lack of organization and clarity.

An effective Sales Onboarding Plan is critical to a new hire’s retention and can help them gain momentum stepping into their new position.

If done properly from inception, the plan will have these positive effects on your sales team’s newest addition:

  • Reinforces the salesperson’s decision to join your company.
  • Provides the candidate with necessary tools and training to be successful in their role.
  • Sets clear expectations for accountability from the very beginning.

The onboarding process is not a static event that ends after a few weeks

It’s a common misconception that an onboarding process fully trains and integrates your new hire after a week or two. On the contrary, effective onboarding is a continuous process that takes place over several months and involves key members of other departments, including the leadership team. Laying out the process as milestones on a calendar will help keep everyone on track to achieve a well-rounded onboarding outcome.

Here are the essential components to account for when building a best practices Sales Onboarding Plan:

1. Lay out the key milestones as the framework of your Onboarding Plan. The milestones are best applied to a high-level list of goals and dates. This list should include things like:

  • Preparation of tasks before the start date
  • First Day
  • First Week
  • Monthly Activities
  • Month 3 Check-in
  • Month 6 Check-in

2. Next, create activity categories to organize the process of generating a thorough list of action items that fully represent each category. Here’s a sample category structure:

  • Meeting objectives, job duties, and expectations
  • Socialization
  • Work environment
  • Technology set-up and access
  • Training and development

3. Now it’s time to assign internal resources to the action items you created. It’s ideal to spread out the onboarding process to a variety of teammates and departments. This will provide the new hire exposure to different areas of the company to gain insights into how all departments function together. It also helps reduce time strain on any one person throughout the training process.

4. Lastly, replicate your activity category structure under each milestone and allocate all the underlying action items appropriately to the timeline. Task your new salesperson to reach out to the assigned internal resources to schedule each training session with the objective to keep predetermined completion target dates on track.

Just as important as starting your salesperson off on the right foot within your organization is having an established sales infrastructure to place them into. Pairing well laid out onboarding with the necessary structure, processes, and resources will help your new salesperson be effective and successful in their new role.

Chris Tully is Founder of SALES GROWTH ADVISORS. He can be reached at (571) 329-4343 and ctully@salesxceleration.com“For more than 25 years, I’ve led sales organizations in public and private technology companies, with teams as large as 400 people, and significant revenue responsibility.I founded Sales Growth Advisors to help mid-market CEOs execute proven strategies to accelerate their top line revenue. I have a great appreciation for how hard it is to start and grow a business, and it is gratifying to me to do what I am ‘best at’ to help companies grow faster and more effectively.Let’s get acquainted. I am certain I can offer you an experienced perspective to help you with your growth strategy.”

How Much Do You Know About Sales Hiring? Three Steps to Hiring A-Players for Your Business

Three Steps to Hiring A Players

This is a Guest blog post from sales expert Chris Tully.

If you’re looking to add a top sales performer to your team that has the skills, knowledge, leadership, drive, values, and forward-thinking to help take your business to the next level, there are measures you can take to make sure you avoid common hiring pitfalls. Believe it or not, interviewing and hiring, especially at this level, is one of the biggest risks your company can take.
I have broken down preparations to hire into three foundational steps to ensure you effectively define, seek-out, screen and secure top sales performers.

These measures will be essential at any time, but especially going into 2021 when there are many unknowns possibly instore for market conditions. Be careful not to shortcut these best practices or you risk paying for it 10-fold in the form of costly sales turn-over and just as importantly, loss of precious time. This is a time for honest reflection on your previous sales hiring track record.

Step 1: Refine the Position Description & Develop an Ideal Candidate ProfileStep-back and review how well your current position description reflects the new selling environment that has revealed itself since the pandemic hit. What are you anticipating will happen in 2021, in 2022, and beyond? For example, there may have been positions that previously required 80% travel but converted into roles that were just as effective with limited outside activity and increased inside phone or video conferencing, or perhaps a more equal balance of outside and inside sales activity. Which model seems to be the most sustainable it the long run? Will your next hire be open to additional travel if needed down the line? 

Another area to carefully evaluate are duties that involve team interaction. Be sure there are clear lines of accountability on expected outcomes. This crucial step in the process is to bring complete clarity to what you’re truly looking for in your candidate and what role they will play in your business. Next, build out an Ideal Candidate Profile, which differs from the position description you just refined. The position description identifies the role’s purpose, essential duties and responsibilities, and a laundry list of qualification requirements including education and experience.

The ideal candidate profile is laser focused on key accountabilities and non-negotiable requirements necessary to ensure the candidate is qualified. Done properly, this is a thought-provoking exercise concentrated on defining ideal mind-set, prior experience, and skill set.

Step 2: Develop a Recruiting Plan

The next step is to create a plan to bring candidates through a diligent Sales Recruiting Process. To effectively navigate each stage, factors to consider are expertise, budget and time. Recruiting top sales talent requires the expertise to identify the best players. Using a professional recruiter or inside resources will drive the budget. A time commitment from all those involved is a requirement that cannot be avoided.

Attracting Top Talent

A-Players are typically already successful in their current roles, with 90% currently employed. They are likely only willing to make a career move for the right opportunity. Hiring those who are already delivering results means a high probability of success throughout your sales team. A big pitfall is posting ads with an expectation that top-tier talent will respond. A variety of tactics need to be deployed to draw out leading talent including direct sourcing (recruiters), social networking, creative advertising, and professional networking. 

Screening Interview

Think of this stage as an opportunity for candidates to “audition” for a face-to-face meeting or furthering along in the recruiting funnel. The objective of this first interaction is to weed out those that do not fit your ideal candidate profile and non-negotiable requirements before moving on. 

Behavioral Interviews

This series of interviews should take place with the hiring manager and then separately with other team members – either individually or as a group. Here, the objective is to move past the resume and focus on demonstrated skills and abilities. The hiring manager can focus on specific sales skills while each of the team members can be assigned specific behavioral traits to probe. The result should be a 360-degree view of the candidate. 

Objective Assessment

There are a wide range of assessment tools available that can provide an objective analysis of the candidate. Depending on need, this analysis can measure skill, culture and personality against both position requirements and external benchmarks. Adding this element to the process provides insurance that what was heard in the other interviews is real.

Final Interview

Once the finalist has been identified, the last interview ties up any remaining issues and allows an opportunity for a discussion of the terms of employment. This last phase is often helpful in confirming the candidate’s motivations and desire to move forward. 

Step 3: Be Prepared to “Sell” the Opportunity

It is important to understand that A-level Players will be screening you as much as you are screening them. That is just how their mindset works. To keep them engaged, be sure to keep a balance of assessing them while also selling them on your company, your product’s value proposition, career path potential, etc. Once you get a few steps into the recruiting process, you should know what makes the candidate tick, what they are looking for next in their career, and what it will take for them to make a move.

A-Players want to be amongst winners so it is entirely possible that you may need to showcase the company’s vision and leadership team to help them visualize where the company going, its readiness to do so, and the critical role they’d fill to help make it happen. Recruiting and hiring an A-Player is the right move for any business, but in order to get the right person into the right seat, there are several steps you need to take to ensure proper alignment. Our next blog will focus on defining your company’s onboarding process to make sure your A-Players thrive and flourish within your organization. 


Chris Tully is Founder of SALES GROWTH ADVISORS. He can be reached at (571) 329-4343 and ctully@salesxceleration.com“For more than 25 years, I’ve led sales organizations in public and private technology companies, with teams as large as 400 people, and significant revenue responsibility.I founded Sales Growth Advisors to help mid-market CEOs execute proven strategies to accelerate their top line revenue. I have a great appreciation for how hard it is to start and grow a business, and it is gratifying to me to do what I am ‘best at’ to help companies grow faster and more effectively.Let’s get acquainted. I am certain I can offer you an experienced perspective to help you with your growth strategy.”