5-Day Onboarding
This plan helps new team members learn one day at a time.
What is the 5-Day Onboarding Plan?
These help reps know what to say during sales conversations.
What are talk tracks?
This shows where a lead is in the sales process.
What is the lead pipeline?
This call is used to learn about a prospect’s needs.
What is a discovery call?
These are tools used to help reach a deal.
What are negotiation levers?
This item helps reps stay organized as they complete tasks.
What is a daily checklist?
This section gives reps suggested wording to use.
What are recommended talk tracks?
A lead should move forward when it shows this.
What is real interest or engagement?
Active listening means doing more than just this.
What is hearing?
Price, timing, and scope are examples of this type of factor adjusted in a deal.
What are deal variables?
This kind of training breaks onboarding into manageable steps.
What is structured onboarding?
A good talk track should sound like this, not robotic.
What is natural or conversational?
A strong pipeline helps track these.
What are opportunities?
This mindset is key during discovery—“be ___.”
What is curious?
This stage usually comes after discovery.
What is negotiation?
New hires should complete this daily to show progress.
What is a checklist?
Talk tracks help keep messaging this across the team.
What is consistent?
This tool helps prevent leads from being forgotten.
What is a pipeline?
Asking follow-up questions shows this skill.
What is active-listening?
Negotiation should focus on this, not just discounts.
What is value?
The goal of onboarding is to prepare reps to do this confidently.
What is sell?
A talk track should always be adapted to this.
What is customer or situation?
A messy pipeline can lead to these being missed.
What are opportunities or deals?
Discovery calls help uncover these and goals.
What are pain points?
This approach focuses on highlighting benefits instead of lowering price during a negotiation.
What is value-based negotiation?