Clover Insight

Free Workbook · 5 pages

New Sales Rep 30-60-90 Onboarding Workbook

A shared plan for a new sales rep and their manager.

Cover of the New Sales Rep 30-60-90 Onboarding Workbook

A workbook the rep and manager fill in together so the first 90 days are specific instead of improvised.

What's inside

  • Day-one and first-month checklists
  • Goals for days 30, 60, and 90
  • Ride-along log
  • Knowledge check
  • Check-in questions for both sides

Who it's for

  • Sales training
  • Owners and managers

Made by Clover Insight

RealVisit, powered by Clover Insight, shows home service companies the in-home sales visit through their customers' eyes. It's in private pilot with a small number of companies. Apply for the 60-Day Clover Challenge