Individual Checklist Free

New Rep Pre-Boarding Checklist

What to read, request, and set up before day one, so a new rep's first week builds momentum instead of paperwork fatigue.

How to use it

Send this to the new hire the day the offer is signed, and run the manager checklist in parallel so day 1 starts with a scheduled first call, not a laptop-configuration afternoon.

What's inside

Admin & access items to close out before day 1
6 required pre-reads to complete before day 1
Tooling setup checklist (CRM, dialer, LMS, comms)
Meet-before-day-1 scheduling items
Self-directed reflection items including a baseline skill assessment
A parallel manager checklist so prep happens on both sides

Send this the day the offer is signed. Everything on it should be done before day 1: day 1 itself should start with selling-adjacent work, not IT tickets.

Admin & access (owned by HR/Ops, confirm 5 business days before start)

Offer letter and background check fully closed out
IT ticket submitted for laptop, email, CRM, dialer, and comms tool access
Payroll, benefits, and equity paperwork submitted
Manager has confirmed the day-1 agenda and sent it to the new rep by end of the prior week

Read before day 1

Company one-pager / elevator pitch
Most recent board deck or all-hands recording (redacted if needed)
Top 3 competitor battlecards
Ideal customer profile (ICP) definition
Current quarter's sales priorities / OKRs
Product demo recording (30–60 min)

Set up before day 1

CRM login tested, personal pipeline view configured
Dialer / meeting-recording tool installed and tested
Enablement platform / LMS account activated
Joined relevant Slack/Teams channels: team channel, wins channel, competitive-intel channel

Meet before day 1

15-minute intro call scheduled with manager for day-1 morning
Buddy/mentor assigned and introduced before day 1
Week-1 intro calls scheduled with: sales engineering, marketing, customer success, and one top-performing peer

Reflect before day 1 (self-directed)

Complete a baseline Skill Mastery Self-Check Quiz: so week-1 coaching starts from real data, not guesswork
Write down 2 things you want to be true about your role in 90 days
List prior sales training/certifications so your manager can skip what's redundant

Manager's parallel checklist

Pre-brief written for the rep's first 2 weeks (shadow schedule, first live call date)
Existing pipeline/territory ready to hand off on day 1, if applicable
First coaching 1:1 pre-scheduled for the end of week 1