Start Date
Dec 24, 2025
21 days ago
Department
Sales
Progress
17/17 tasks
Overdue
0 tasks
Onboarding Tasks
Track and complete onboarding tasks
Paperwork
Complete I-9 Employment Verification
Submit employment eligibility documents for I-9 verification
Completed Dec 24, 2025 by jennifer.okonkwo@horizonlabs.com
Sign Sales Compensation Agreement
Review and sign commission structure, quota plan, and accelerators
Completed Dec 23, 2025 by samantha.reed@horizonlabs.com
Sign Non-Disclosure Agreement
Execute confidentiality agreement covering customer data and pricing
Completed Dec 25, 2025 by samantha.reed@horizonlabs.com
Complete W-4 and State Tax Forms
Fill out all required tax withholding documentation
Completed Dec 24, 2025 by samantha.reed@horizonlabs.com
Enroll in Benefits
Select health insurance and other benefits within enrollment period
Completed Jan 5, 2026 by samantha.reed@horizonlabs.com
Equipment
Order Laptop and Mobile Phone
Provision MacBook Air and company iPhone for field use
Completed Dec 17, 2025 by alex.petrov@horizonlabs.com
Configure Sales Tech Stack
Install Salesforce app, LinkedIn Sales Navigator, and Gong on devices
Completed Dec 23, 2025 by michael.rodriguez@horizonlabs.com
Training
1:1 with Sales Director
Initial meeting to discuss territory, quota, and success metrics
Completed Dec 24, 2025 by robert.chang@horizonlabs.com
Competitive Intelligence Briefing
Review competitive landscape and battlecards
Completed Dec 28, 2025 by samantha.reed@horizonlabs.com
Territory and Account Assignment
Review assigned territory, named accounts, and ICP definition
Completed Dec 28, 2025 by robert.chang@horizonlabs.com
Product Certification - Level 1
Complete foundational product knowledge certification
Completed Dec 30, 2025 by samantha.reed@horizonlabs.com
Sales Methodology Training
Complete MEDDPICC sales methodology certification
Completed Jan 3, 2026 by samantha.reed@horizonlabs.com
Shadow Sales Calls
Observe 10 discovery and demo calls with senior reps
Completed Jan 7, 2026 by samantha.reed@horizonlabs.com
Access
Set Up Salesforce Access
Create Salesforce account with appropriate role and permissions
Completed Dec 22, 2025 by priya.sharma@horizonlabs.com
Slack and Email Setup
Configure company email and add to sales team Slack channels
Completed Dec 23, 2025 by michael.rodriguez@horizonlabs.com
Configure Outreach Sequences
Set up Outreach account and import standard sequence templates
Completed Dec 25, 2025 by priya.sharma@horizonlabs.com
LinkedIn Sales Navigator License
Assign Sales Navigator Enterprise license
Completed Dec 25, 2025 by alex.petrov@horizonlabs.com