This document is a comprehensive onboarding and training program template for new hires at Client Company Name, created by Fractional Sales Consulting. It outlines the philosophy and expectations for new employees, emphasizing discipline, speed, and an elite mindset. The template includes sections for defining the company’s purpose, target customers, unique value proposition, and track record, with placeholders for case studies and founder background. It lists required pre‑onboarding resources such as marketing links, sales scripts, community groups, and advanced training. A detailed technical setup checklist guides new hires through configuring email, Slack, the Close.io CRM, Calendly, Zoom, and a performance tracking sheet. Communication protocols stress Slack‑first interaction, with specific guidance on email usage. The document explains the daily tracking sheet as a performance “baseball card” and provides links to SOPs for appointment setting and closing. Administrative procedures cover invoice submission, payroll timing, and customer‑success etiquette. Finally, it defines a clear managerial advancement path: closing at least $500k in cash within a year qualifies a hire for a leadership role. The tone is directive, motivational, and instructional, aiming to fast‑track new hires into high‑performing sales roles.
Topics
Onboarding Philosophy: Discipline, Speed, and Elite Mindset
Motivational directives that stress disciplined, rapid progression, and an elite organizational culture for new hires.
Company Purpose and Value Proposition Framework
Placeholders for answering who the company helps, why it is special, its track record, founder background, and case studies.
Pre‑Onboarding Resource Compilation
A curated list of marketing links, sales and setter scripts, community groups, payment links, and advanced sales training resources that new hires must review before starting.
Technical Setup Checklist: Email, Slack, CRM, Calendly, Zoom, Tracking Sheet
Step‑by‑step instructions for configuring all essential tools and accounts required for daily operations.
Communication Protocols: Slack‑First, Email Use Cases
Guidelines dictating that Slack is the primary communication channel, with email reserved for customer‑related or administrative matters.
Performance Tracking: Daily Tracking Sheet as a Baseball Card
Explanation of the tracking sheet’s role in monitoring daily performance, emphasizing accuracy and consistency.
Sales Process SOP References: Appointment Setting and Closing
Links to SOPs for appointment setting and closing, plus administrative tasks such as invoice submission and customer‑success etiquette.
Managerial Advancement Criteria: $500k Close Threshold
Clear criteria for becoming a manager, requiring the closure of at least $500k in cash within a year, and outlining subsequent leadership responsibilities.