Sales Onboarding Plan
Sales Onboarding Plan
Get your new sales reps ready to close deals from their first day with this onboarding template.
Who this template is for
Sales leaders, enablement teams, and RevOps pros who want to ramp new sales hires with a repeatable, scalable process.
What this template is for
Instead of relying on scattered resources or hours of live training sessions, give your sales team everything they need in one place to get up to speed. Embed product knowledge, sales plays, talk tracks, tools, and process documentation—all in one trackable internal workspace. It’s a lightweight, flexible alternative to a formal learning management system.
How to use this template
- Start by creating a free account in Dock.
- Create a new workspace and choose the Sales Onboarding Template to get started.
- Customize the template to match your sales onboarding program, sales tools, and workflows.
- Save the edited version as an internal workspace template.
- Share the internal workspace with each new hire so you can track individual progress and metrics.
- Use the workspace to guide new sales reps through self-paced onboarding, while layering in live check-ins, role-playing exercises, and one-on-one coaching.
What’s in this template?
Summary
Introduce the sales onboarding guide for your team by including a table of contents, embedding an overview slideshow of the major points, and providing contact information for key stakeholders like product experts or the support team for follow-up questions.
Product 101
Include everything your team needs to know about your product, from a detailed demo video to your product roadmap. Include relevant documentation like objection handling and case studies to build a deep understanding of your product’s features and use cases.
Customer Examples
Give your new sales reps all the information they need about their ideal customer profile. Embed real calls with prospects from your best sales reps and include customer case studies that talk through pain points and how your product solves them.
Pricing Explained
Offer sample pricing sheets and a detailed breakdown of how to put together a sales proposal, order form, and contract so they can move a deal over the finish line.
How CS Works
Whether your new hire focuses on pre-sale or on account management, this section goes over what customers can expect as they get settled into the product, so sales reps can set expectations or execute your customer success playbook to increase customer satisfaction and retention.
Market & Competitors
This section situates your product in context with its competitors in the industry. Include an overview of the market, a comparison table with the most important value propositions and functionality, customer satisfaction insights, and anything else your team needs to be able to convince prospects that your product is better than your closest competitor.
Additional Product Resources
Include any other training materials your sales reps will need, like video demos, quizzes or other assessments, sales best practices, product specs, and more.
Why use Dock’s Sales Onboarding Template?
Dock’s Sales Onboarding Template gives you a smarter, more scalable way to onboard new sales reps—without spinning up a full LMS or cobbling together resources in a company wiki or Notion.
Instead of handing your sales team a folder of PDFs or sitting through hours of repetitive training sessions that give them information overload, Dock provides a single, trackable workspace to deliver your onboarding program.
It’s a centralized hub where sales employees can access everything they need on their own time, at their own pace. You can track key metrics like engagement and content usage, and reps can return to the material any time they need a refresher.
And because it’s built on Dock’s workspace infrastructure, this template isn’t just a one-off. You can create templates for different sales roles, with each workspace acting as a landing page for your team. That means consistent ramp-up time and less pressure on sales managers to repeat themselves.
Dock’s Sales Onboarding Template helps you:
Create a better onboarding experience
- Deliver sales training content in one easy-to-access workspace
- Make onboarding more interactive with embedded tools and multimedia
- Empower new hires to learn at their own pace while still tracking progress
Standardize your sales onboarding process
- Customize per sales role, territory, or product line
- Ensure consistent messaging, methodology, and tool adoption across the sales team
- Adjust your onboarding strategy based on real usage data
Ramp up new sales reps faster
- Put your effort into live coaching, shadowing, and mentorship rather than constantly gathering materials for every new hire
- Give sales reps one place to find everything they need
- Monitor who’s engaging with what content to identify friction points or gaps in sales knowledge
Related Templates
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How do I use this template?
Sign up for Dock for free, create a new internal workspace using the Sales Onboarding Template, and customize it to match your sales onboarding process. Save your version as a reusable onboarding template and spin up a new copy for each new hire.
Is this template free?
Yes. Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited workspace and onboarding template usage.
Can I modify this template?
Yes. You can fully customize the layout, content, embedded assets, and functionality of the template. Tailor it to your onboarding program and make role-specific adjustments as needed.
Can I personalize this template for every new hire?
Yes. You can personalize each workspace for different team members, departments, or levels of experience. It’s easy to create a unique onboarding experience for each new sales hire.
How can I share this template with my team?
You can assign templates to team members, share across departments, or restrict by role. Permissions help maintain control while supporting collaboration across the sales enablement and sales management teams.
What is a sales onboarding plan template?
A sales onboarding plan template is a standardized training roadmap for new sales reps. It provides clear guidance on what sales team members need to learn in their first weeks, what tools they should master, and what milestones they need to hit. With Dock, you can turn your plan into a live, trackable workspace that evolves with your team.
What is a sales onboarding template?
A sales onboarding template is a repeatable framework that simplifies how you train new hires. It often includes CRM training, talk tracks, objection handling content, and methodology documentation. Dock allows you to build, modify, and reuse your onboarding templates at scale.
What should you include in a sales onboarding template?
Consider this your sales onboarding checklist. Here’s what to include:
- Welcome message and overview of company culture and goals
- Sales process documentation and sales strategy breakdowns
- CRM walkthroughs and tool tutorials
- Sales collateral like sample calls, demos, objection handling guides, and product training modules
- Buyer persona information
- Key KPIs, milestones, and certification steps as they move through their onboarding plan
- Shadowing schedules and scheduled check-ins
When should you use a sales onboarding template?
- Break the program into clear phases (e.g. day one, week 1, week 2, first month) that set clear expectations about what a successful sales rep looks like at your company and a schedule of assessments that will test their competency in core areas around product, customer experience, and how to move prospects through the sales cycle.
- Include contact information to your sales enablement team so new hires can ask follow up questions as they move through the modules.
- Mix async content with hands-on training and in-person coaching, check-ins, and assessments.
- Align content to company goals, KPIs, and sales funnel stages.
- Update the onboarding template regularly based on feedback and performance metrics.
- Use Dock’s analytics to understand engagement and improve your training program.
Sales onboarding template best practices & tips
Break the program into clear phases, mix async content with live coaching, align content to KPIs, include support contacts, and update content regularly based on feedback.
Sales onboarding template mistakes to avoid
- Don’t skip the fundamentals like CRM setup or company mission.
- Don’t overwhelm new hires with long lists of links. Instead, organize by topic and module.
- Pace your onboarding content, starting with a high-level overview of each area of your product before going in-depth on key initiatives.
- Avoid relying solely on static docs. Use interactive, hands-on content that aligns with sales methodologies your team uses.
- Don’t ignore role-based needs. Tailor templates by role and skill level.
What makes for an effective sales onboarding process?
An effective sales onboarding process gives new hires the tools, knowledge, and context they need to contribute to the sales team quickly and confidently. It should balance foundational training (product knowledge, CRM systems, company goals) with practical experience (shadowing, role-playing, sales calls).
Great onboarding processes are structured, repeatable, and trackable. They include clear milestones, regular check-ins, and content tailored to the sales rep’s role. Most importantly, they align with your overall sales strategy and make it easy to measure progress and performance over time.
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