Training and Development

1. Overview

  • Purpose:

    • Provide continuous learning opportunities to improve sales skills and knowledge.

  • Objectives:

    • Enhance team performance.

    • Stay updated with industry trends and best practices.

2. Training Modules

  • Sales Process Training:

    • Comprehensive overview of the sales process.

  • Tool-Specific Training:

    • CRM usage, proposal software, and other tools.

  • Role-Specific Training:

    • Tailored training for Sales Representatives, Assistants, and Cold Callers.

3. Training Materials

  • Video Tutorials:

    • How to Use HubSpot CRM

    • Creating Effective Proposals with PandaDoc

  • Written Guides:

    • Sales Process Overview (Google Doc)

    • Using Calendly for Scheduling (Google Doc)

4. Onboarding Guides for New Hires

  • Step-by-Step Onboarding Checklist:

    • Download Onboarding Checklist (Google Sheet)

  • Role-Specific Onboarding Guides:

    • Download Salesperson Onboarding Guide (Google Doc)

    • Download Assistant Onboarding Guide (Google Doc)

    • Download Cold Caller Onboarding Guide (Google Doc)

5. Ongoing Training Sessions

  • Workshops and Webinars:

    • Schedule regular workshops on advanced sales techniques.

  • Refresher Courses:

    • Periodic training to reinforce best practices.

6. Development Programs

  • Mentorship:

    • Pair less experienced team members with seasoned salespeople.

  • Performance Coaching:

    • One-on-one coaching to address specific performance areas.

  • Incentive Programs:

    • Implement bonus structures and rewards for achieving sales targets.

7. Templates and Checklists

  • Training Session Checklist:

    • Download Training Session Checklist (Google Sheet)

  • Mentorship Program Template:

    • Download Mentorship Program Template (Google Doc)

8. Additional Resources

  • Training Videos:

    • Effective Sales Techniques

  • Best Practices Articles:

    • Continuous Learning for Sales Success