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

Build a 30-60-90 Day Onboarding Module for a New Sales Hire

Generate a phase-by-phase onboarding plan with knowledge goals, skill drills, activities, success metrics, and AI

About this prompt

This prompt helps sales managers and sales directors build a structured 30-60-90 day onboarding training module for a new SDR, AE, or CSM. It produces a phase-by-phase plan covering what to master, what skills to develop with practice scenarios, what activities to complete, how success is measured, and at least one AI-powered practice exercise per phase. Use it when ramping a new hire into a defined role and solution.Onboarding plans written from scratch often end up as document dumps that overload new hires without building the skills they need for their first live calls. This prompt generates a practical, rep-friendly 30-60-90 day module for a [ROLE: SDR/AE/CSM] at [COMPANY] selling [SOLUTION], structured so each 30-day phase has a clear knowledge focus (product, ICP, competitive landscape), a specific skill development track with practice scenarios rather than just reading assignments, concrete activities like ride-alongs and certifications, a measurable success definition at the end of the phase, and at least one AI-powered practice activity — such as a roleplay, prompt exercise, or call analysis — so the new hire builds AI-assisted workflow habits from day one. For best results, specify [COMPANY] and [SOLUTION] precisely rather than generically: 'SaaS company' and 'our product' produce boilerplate; 'mid-market B2B SaaS selling revenue intelligence to VP of Sales' produces a module that reflects the actual ramp challenges. The onboarding outline the prompt produces is a starting framework; a sales enablement lead or experienced manager should review it against current product documentation and competitive landscape before using it with a new hire.

The prompt

Create an outline for a 30-60-90 day onboarding training module for a new [ROLE: SDR/AE/CSM] at [COMPANY] selling [SOLUTION]. For each phase, include: - Key knowledge to master (product, ICP, competit
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Variables to replace

ROLE: SDR/AE/CSM|COMPANY|SOLUTION

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
DifficultyAdvanced
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryLeadership, Coaching & People Management
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