Start Date
Jan 21, 2026
In 7 days
Department
Sales
Progress
0/17 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
Sign Sales Compensation Agreement
Review and sign commission structure, quota plan, and accelerators
Sign Non-Disclosure Agreement
Execute confidentiality agreement covering customer data and pricing
Complete W-4 and State Tax Forms
Fill out all required tax withholding documentation
Enroll in Benefits
Select health insurance and other benefits within enrollment period
Equipment
Order Laptop and Mobile Phone
Provision MacBook Air and company iPhone for field use
Configure Sales Tech Stack
Install Salesforce app, LinkedIn Sales Navigator, and Gong on devices
Training
1:1 with Sales Director
Initial meeting to discuss territory, quota, and success metrics
Competitive Intelligence Briefing
Review competitive landscape and battlecards
Territory and Account Assignment
Review assigned territory, named accounts, and ICP definition
Product Certification - Level 1
Complete foundational product knowledge certification
Sales Methodology Training
Complete MEDDPICC sales methodology certification
Shadow Sales Calls
Observe 10 discovery and demo calls with senior reps
Access
Set Up Salesforce Access
Create Salesforce account with appropriate role and permissions
Slack and Email Setup
Configure company email and add to sales team Slack channels
Configure Outreach Sequences
Set up Outreach account and import standard sequence templates
LinkedIn Sales Navigator License
Assign Sales Navigator Enterprise license