Template Details
Basic information about this template
17
Total Tasks
5
Paperwork
2
Equipment
6
Training
4
Access
Tasks
Tasks that will be created for new hires
Paperwork
5
Complete I-9 Employment Verification
Required
HRDay 0
Sign Sales Compensation Agreement
Required
New HireDay 1
Sign Non-Disclosure Agreement
Required
New HireDay 1
Complete W-4 and State Tax Forms
Required
New HireDay 2
Enroll in Benefits
Required
New HireDay 14
Equipment
2
Order Laptop and Mobile Phone
Required
ITDay -5
Configure Sales Tech Stack
Required
ITDay -1
Training
6
Product Certification - Level 1
Required
New HireDay 7
Sales Methodology Training
Required
New HireDay 10
Competitive Intelligence Briefing
Required
New HireDay 5
Shadow Sales Calls
Required
New HireDay 14
1:1 with Sales Director
Required
ManagerDay 1
Territory and Account Assignment
Required
ManagerDay 5
Access
4
Set Up Salesforce Access
Required
ITDay 0
Configure Outreach Sequences
Required
ITDay 1
LinkedIn Sales Navigator License
Required
ITDay 1
Slack and Email Setup
Required
ITDay 0