ventox35

Sales Leader

Sales Coaching/Training Structure

How do you effectively structure your coaching and training plans for new hires?

I've drafted a plan in a project management software system. Not sure if that's the best way. I've got a playbook too that new reps are using. But how do you maximize the organization of your training material?

🥎 Training

🧢 Sales Management

🤓 Sales Tech

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poweredbycaffeine

WR Lieutenant

☕️

Hi there--head of Revenue Ops here. I am responsible for, among many other things, designing, deploying, and revamping our training/onboarding plans.

I do EVERYTHING in Notion (our internal wiki). This is convenient for cross-team collaboration and ease-of-access for the new hires that need to follow along.

I can version the training as I improve it, creating archived pages within the master section of the Training Center (master page).

The faster that you put everything in one place the happier you are going to be. You should also encapsulate all of your training materials/videos/links in one place so that you're not chasing it down.

Incognito

WR Officer

Master of Disaster

Listen to the caffeinated Coors Knight. I want to hire him so hard.

Cristles

Contributor

AE (Account Executive)

Notion is the shit!

Diablo

Politicker

Sr. AE

Is it for AE or SDR or both? Having a playbook and plan drafted in a tool is awesome but if its really helping your reps succeed, that is when its effective. Did you get a feedback from the reps - how they found it, if there is anything missing that they think could make their job better and s'ful etc.

If you can give some more context on how your structure looks like, we have great contributors here who would make relevant comments for you.

ventox35

Politicker

Sales Leader

It would be for both. As of now, it's loosely structured. For a while we only had one rep who did it all-ME! But we are hiring SDRs and AEs very soon. So I've created a plan on the fly using a project management tool.

Diablo

Politicker

Sr. AE

Got it. If I were you, based on my experience in the company, I would determine the optimum onboarding period that can help the rep gear up ex. 3 weeks. Then I would break it into week-wise module say week 1 - Product training. Monday 9-10.30 X, then Y and Z etc. along with the training resources (wherever you have confluence etc).

Now during these period I would make sure to get the feeeback every week, have 1-on-1 and I would also schedule their time with cross team to see what they do, how they do and get any questions answered by them.

As a rep, I would always make my own centalized doc of things I have learnt or resources that could be helpful.

(Don't know if it makes sense but it's a broad thing and you need to put a lot of 1 time effort)

hh456

Celebrated Contributor

sales

i wrote ours, it took a long time. try to make it functional and like lego blocks. each new training material should not be unique and lacking correlation, that way their brain can fuse the material together and its a true ramp up. if you'd like to look at some material ive written, let me know. it works for my brain and the people we have hired have done well with it. i love you.

ventox35

Politicker

Sales Leader

i love you too?

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ventox35

Sales Coaching/Training Structure

8 comments

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