Library/Leadership, Coaching & People Management/Hiring & Interviewing/Build 30-60-90 Day Sales Onboarding Checklist
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)

Build 30-60-90 Day Sales Onboarding Checklist

Generate a role-specific onboarding checklist with training topics, systems access, milestones, and responsibilities

About this prompt

This prompt produces a structured 30-60-90 day onboarding checklist for a new sales hire, covering training topics, early tasks, systems access, and milestone gates. It's built for Sales Managers and Sales Directors who need to standardize how new reps ramp. Use it when hiring into a new role or auditing an existing onboarding process that isn't producing fast enough ramp times.A slow or inconsistent onboarding program is one of the most avoidable causes of long ramp times and early attrition. This prompt generates a practical checklist organized by 30, 60, and 90-day milestones, tailored to the specific [sales role] being onboarded — whether that's an SDR, AE, AM, or overlay specialist. Customize [sales role] with the actual title and seniority level, and if possible include details about your product complexity, average deal size, and whether the role is inbound or outbound, since those factors change the training sequence significantly. The output assigns ownership across the rep, their manager, and enablement — making it usable as an actual shared document rather than a to-do list. Use this prompt for a structured role-based checklist; for a more detailed week-by-week onboarding plan with skill-building exercises and readiness checkpoints, use the extended onboarding prompt instead (b13-0016). For best results, include two or three things reps historically struggle with in their first 90 days so the checklist addresses those gaps directly.

The prompt

Act as a B2B sales enablement leader. Create a sales onboarding checklist for a new [sales role], including training topics, early tasks, systems access, milestones, and responsibilities for the first
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Variables to replace

SALES ROLE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageOngoing/Cross-Stage
SeatSales Manager,Sales Director
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryLeadership, Coaching & People Management
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