Team/Manager Checklist Free

New Hire Sales Tech Stack Checklist

Every login, tool and integration a new rep needs — organized by category with an owner and a days-before-start deadline — so day one is spent selling, not filing IT tickets.

What's inside

Identity & Access checklist (email, SSO, MFA, chat access)
CRM & Core Sales Systems checklist
Communication & Calling checklist (dialer, cadence tool, video, scheduling)
Content, Enablement & Intelligence checklist (LMS, call recording, content library)
Prospecting & Data checklist (intent data, Sales Navigator)
Deal Execution checklist (e-signature, CPQ, legal escalation path)
Hardware & Physical checklist (laptop, headset, badge, desk)
Security & Compliance checklist (training, agreements, licensing)
Day-One Verification protocol

Provision everything below BEFORE day one. Owner = who provisions it. By = days before start date (T-minus).

Identity & Access

Company email address created and tested | Owner: IT | By: T-7
SSO/identity provider account (Okta/Azure AD/Google Workspace) | Owner: IT | By: T-7
MFA enrolled | Owner: IT | By: T-3
Slack/Teams workspace access + added to core channels | Owner: IT/Manager | By: T-3

CRM & Core Sales Systems

CRM account provisioned (Salesforce/HubSpot/etc.) with correct role/profile | Owner: Sales Ops | By: T-7
CRM assigned to correct territory/team/pipeline view | Owner: Sales Ops | By: T-3
Reporting/dashboard access matching their role level | Owner: Sales Ops | By: T-3

Communication & Calling

Dialer/phone system account (Aircall/RingCentral/etc.) + assigned number | Owner: Sales Ops/IT | By: T-3
Sales engagement/cadence tool (Outreach/Salesloft/Apollo) provisioned | Owner: Sales Ops | By: T-3
Video conferencing account (Zoom/Meet/Teams) with recording enabled | Owner: IT | By: T-7
Calendar scheduling tool (Calendly/Chili Piper) connected to their calendar | Owner: Sales Ops | By: T-1

Content, Enablement & Intelligence

Content/enablement library access (Highspot/Seismic/shared drive) | Owner: Enablement | By: T-3
Conversation intelligence tool (Gong/Chorus) account + call recording consent configured | Owner: Sales Ops | By: T-3
LMS/onboarding curriculum account with Week 1 modules assigned | Owner: Enablement | By: T-7

Prospecting & Data

Intent/contact data tool (ZoomInfo/Apollo/LinkedIn Sales Navigator) seat assigned | Owner: Sales Ops | By: T-3
LinkedIn Sales Navigator account or company page association | Owner: Sales Ops | By: T-3

Deal Execution

E-signature tool (DocuSign/PandaDoc) account | Owner: Sales Ops | By: T-3
Quoting/CPQ tool access if applicable | Owner: Sales Ops/Finance | By: T-3
Contract/legal escalation path documented and shared | Owner: Manager | By: Day 1

Hardware & Physical

Laptop imaged with required software, tested before shipping/handover | Owner: IT | By: T-7
Headset for calls | Owner: IT | By: T-3
Badge/building access (if on-site) | Owner: Facilities | By: T-3
Desk/monitor/peripherals set up | Owner: Facilities | By: T-1

Security & Compliance

Security awareness training assigned | Owner: IT/Compliance | By: T-3
Data handling / confidentiality agreement signed | Owner: HR | By: T-7
Industry-specific licensing/compliance training assigned (e.g., FINRA, HIPAA) if applicable | Owner: Compliance | By: T-7

Day-One Verification (do this the morning they start, before anything else)

Manager logs into every tool above using the rep's own credentials to confirm access actually works
Single "Day 1 Access Sheet" handed to the rep with every login, URL, and who to call if something's broken

How to use it

Assign an owner to each item the moment an offer is accepted, work backward from the start date using the T-minus column, and have the manager log into every tool with the new rep's own credentials the morning they start.