Sales onboarding certified | Masters
Build a sales onboarding process you can be proud of.
This course, built with sales enablement experts, provides you with everything you need to construct a successful, scalable sales onboarding process – including templates, checklists, and frameworks to build from.
Course overview
Sales onboarding is the predictable, scalable process that creates successful new sales hires and enables their performance. In short? It’s the key to building a winning sales team.
This course will give you the strategic tools to design and develop your own onboarding program.
With the guidance of onboarding expert Arup Chakravarti, you’ll discover frameworks and models to build from and learn the essential elements of a robust onboarding program.
By the end of the course, you’ll be equipped with the skills and knowledge to implement a thorough onboarding program that not only integrates new hires swiftly but also aligns them with the organisation's sales objectives and cultural values.
By the end of this course, you’ll be able to...
Build an onboarding process
Design an effective, scalable sales onboarding process from the ground up.
Measure onboarding success
Use metrics, data, and analysis to track the success of your onboarding initiatives and develop improvements.
Apply tested frameworks
Onboard new hires like an expert by using tried-and-tested frameworks and models to achieve success.
What's included
An awful lot of bang for your buck, that's what.
Content
Industry-leading, expert-led curriculum that covers the key areas of sales onboarding – with nothing but expert intel throughout.
Exams
Exam questions throughout to consolidate your learning, challenge your way of thinking and ensure what you learn in the course is taken out into the real world.
Footage
Cutting-edge video lessons featuring insights from onboarding experts on how to build a scalable, effective onboarding program – so you can tap into those learnings and expedite your own success.
Templates
Tried, tested, and vetted templates and frameworks ready to use right away, so you can streamline your processes and work with peace of mind.
Coursework
Create your own bank of tangible takeaways, bring them back to your boss, implement them right away, demonstrate ROI, and grow your career.
Certificate
Get officially Sales Onboarding certified and showcase that you’ve got what it takes to onboard new sales hires efficiently and effectively!
Course curriculum
Introduction [10 minutes]
Pre-course survey
How to get the most out of this course
Resource library
Introduction to sales onboarding [21 minutes]
What is onboarding?
How is onboarding different from orientation?
Key players
Your new sales hires will come from diverse backgrounds
A Framework for Developing a Comprehensive Onboarding Program: The Onboarding Timeline
A Framework for Developing a Comprehensive Onboarding Program: The ‘Four Cs Model’
Resource | Sales onboarding matrix
Key takeaways
Time to reflect
Exam
Pre-boarding [50 minutes]
Introduction
Recruitment - Compliance
Recruitment - Clarification
Coursework | Sales interview toolkit
Recruitment - Connection
Recruitment - Culture
Contracted
Metrics
Key takeaways
Coursework | Pre-boarding
Time to reflect
Exam
Bonus footage [29 minutes]
Tips for on-boarding success - Tas Hirani, Director Revenue Operations and Enablement at Aquant
First 90 days [60 minutes]
Introduction
Day one
Role clarification model introduction
Role clarification model - learning content
Role clarification model - learner provider
Role clarification model - learning modality and mix
Read: Virtual, instructor-led bootcamps
Read: eLearning insights
Role clarification model - learning mix
Read: First line sales manager bandwidth
[Fireside chat] Brooke Coletti, Senior Scaled Go-To-Market Enablement Manager at Amazon Web Services (AWS)
Key takeaways
Time to reflect
Exam
First 90 days: connection and culture [45 minutes]
Connection
Culture
Metrics and success momentum
Resource | Key performance indicators (KPIs)
Read: Ramp-curve metrics selection
Key takeaways
Coursework | First 90 days
Time to reflect
Exam
Bonus footage [27 minutes]
Onboarding essentials for a remote workforce - Chelsey Groh, Director, Learning and Enablement at Motus
First year [30 minutes]
Introduction
First year: compliance and clarification
First year: building a learning sustainment strategy
Connection - culture
Metrics
Key takeaways
Coursework | End of first year
Time to reflect
Exam
Implementing your onboarding program [100 minutes]
Introduction
Audit
Coursework | Audit
Build your own onboarding roadmap
Coursework | Onboarding planning
Improve over time
[Fireside chat] Cory Welsh, Senior Enablement Lead, New Hire Onboarding at LinkedIn
Time to reflect
Exam
Bonus footage [58 minutes]
From onboarding to everboarding | RingCentral, Sage Intacct, Cisco and Riskified
Wrap-up [10 minutes]
Congratulations
Resource library
Incident report
Your feedback
Fancy leaving a review?
Continue your professional development
Claim your certificate
Showcase your certification
FAQs
Who’s this course for?
If you’re new to sales onboarding and need to learn the fundamentals, or are a seasoned professional looking for some fresh new ideas that have been tested and have proven to yield results, then Sales Onboarding Certified is for you.
How does the course work?
The course is 100% online and entirely self-paced. Once you enroll, you’ll work through the modules and be invited to take part in activities. At the end of each module, you’ll be presented with mandatory exam questions, and if you pass them all, you’ll become Sales Onboarding Certified!
How long will the course take to complete?
The course content, activities, and exams will take approximately 4+ hours to complete. However, as the course is entirely self-paced, you can take as long as you need.
What happens if I don’t pass the exams?
You'll have two attempts at each exam. If you fail the first attempt, we really recommend revisiting the materials to help you pass the second time around. If we can support you further, please reach out to us for more help.
Note: Contact support at support@pmmalliance.com for further help or to request that your exam be resent.
How long will I have access to the course content?
For life! A one-time payment gives you unlimited access to all the course content.
Unlock an additional 8+ courses
Access our entire suite of courses, a free in-person summit ticket, 450+ hours of strategy content, templates and frameworks, mentorship opportunities, and more when you become a Pro+ Member - See what's included.
Looking to learn as a team?
If you're looking to get a team of three or more certified, then speak to Matt about team rates.
P.s. If you need help convincing the boss, we've done the hard part for you.

