With monthly training and onboarding plans, a scorecard and evaluation, and a document repository, you can manage and direct the new hire process for your sales staff.

This Scorecard is intended to highlight the enablement team’s comments for new representatives over months 1-6!
You may dive down and just see the people who report to you by using the dynamic filter.
Check the updates section as well for any notes!

What advantages does utilizing this template offer?

• Start right away

  For assistance in customizing these boards for your particular squad, go to our simple quick-start guidelines.

• Identify and share team member performance

  Utilize our performance metrics to evaluate the fit of new hires and to schedule continuous education and training.

• Keep track of your chores and requests.

  Keep track of your most critical tasks, such as introducing new tools or granting coworkers the rights they need.

• Schedules may be quickly seen.

  Use vivid statuses to immediately comprehend start dates and crucial details like the sales material category and duties.

The Client Directory Template Default

Task Status:	☹[Current Month Onboarding]👌[Month 2 - Continued Education] ✔ [Month 3- Continued Education] 👁‍🗨[Month 4- Continued Education] 😊 [Month 5- Continued Education] 🤝[Past Onboarding Classes] 🥰[Rubrics and Grading Criteria]❎[Finished]
Task Type:	[Month 1] [Month 2] [Month 3] [Month 4] [Month 5] [Complete] [Current Onboarding Class]
Custom Field	Role(text), Current Onboarding Status(text), Trainer(text), Webinar(text), Discovery/Qual Call(text), Start Date(date), Risk Creation Log(date), Demo(text), Product Advanced Quiz score(text), Lessonly SCORE(text), Work OS Pitch(text), Use Cases Assignment(text), Automations Assignment(text), Barkbox Assignment(text), Bluth Assignment?(text), Asks Questions(text), Critical Thinker(text), On Time/Punctual(text), Shadowing(text), Confidence(text), Total Score(text)
Task View:	List, Board. File, Wiki

Reminder For Sales Enablement Template Example:

Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

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RELATED RESOURCES

1. “Mobile Sales Enablement - Wikipedia.” Mobile Sales Enablement - Wikipedia, en.wikipedia.org/wiki/Mobile_sales_enablement. Accessed 31 Oct. 2022.