Alex Newhire enrolled in
Sales Onboarding
Trigger
New user detected in HRIS, in Sales department
Sales Onboarding
Delays in getting new Account Executives and BDRs up to speed are a direct hit to your revenue targets. Automate the manual chores to set new hires up for success, and free up managers' time for more impactful work.
Sample Sales Onboarding timeline
2 weeks before first day at work
Sent to Alex's Manager
Eva
Get Alex off to a flying start!
A few key actions from you can make sure Alex is hitting quota as fast as possible. Here's what you need to take care of before their first day.
Add Alex on LinkedIn and send a welcome message
Choose an onboarding buddy for Alex
1 week before first day at work
Sent to Alex's Buddy
Carla
Introducing your new buddy Alex
Alex will be joining as an Account Exec in 1 week. Here's a few tips on how you can help them be successful in their first few months.
Book a regular catch-up with Alex
Sent to Alex's Manager
Eva
Book a regular 1:1 meeing
Alex automatically added to 5 training sessions and 3 recurring meetings
Service Desk Ticket automatically created: Access request for Salesforce & Gong
On first day at work
Sent to
Alex Newhire
Welcome from Jiang, Acme's Chief Revenue Officer
Hi Alex. I'm so excited to have you join us at this pivotal time for Acme Inc!
Announce your new role on LinkedIn
Review the Acme Sales Playbook
Watch these best-in-class Demos
Sent to Alex's Manager
Eva
Schedule Demo practice run with Alex
Alex automatically enrolled in LMS learning path
3 more messages, tasks and automations
Book a call
