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Sales onboarding certified

Laurie Perini avatar
Written by Laurie Perini
Updated over 8 months ago

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.

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