Library/Leadership, Coaching & People Management/1:1s & Rep Development/Build a 30/60/90-Day Onboarding Plan for a Sales Hire
TestedLeadership, Coaching & People ManagementSame-Day Use (under 30 min)

Build a 30/60/90-Day Onboarding Plan for a Sales Hire

Create a detailed ramp plan with training product knowledge systems check-ins certifications and milestone metrics.

About this prompt

This prompt creates a comprehensive onboarding and ramp plan for a new sales hire — covering training topics by phase, product and ICP and competitive knowledge requirements, systems setup, manager check-in cadence, certification milestones, 30/60/90-day success metrics, prioritization frameworks for the new hire, likely pitfalls to avoid, recommended metrics, owner suggestions for each element, and practical next steps — structured as a short summary followed by labeled sections with bullet points and tables. It's for sales managers and directors onboarding new reps.Sales rep ramp time is directly correlated to how structured the onboarding process is — this prompt generates an execution-ready plan rather than a high-level framework. Fill in the sales role you're hiring for, and the output gives you a detailed plan with specific milestones at 30, 60, and 90 days that a new rep and their manager can use to assess progress objectively. The likely pitfalls section is particularly valuable for managers who have seen reps struggle in specific ways — it generates common ramp-up failure patterns for the role type and suggests how to address them proactively. The owner suggestions for each element make it immediately actionable: instead of a generic plan, you know which elements are owned by the manager, which by product, and which by RevOps. Use this when making a new hire at any experience level — veteran reps benefit from structured onboarding as much as new graduates, especially for product and competitive knowledge. One tip: share the 90-day plan with the new hire on day one and ask them to flag any section where they already have strong knowledge — that conversation accelerates ramp time by avoiding unnecessary training on things they already know.

The prompt

You are an expert assistant for this task. <context> The goal is to complete the following task with high precision, clear structure, and practical usefulness. </context> <task> Create an onboarding a
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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

StageOnboarding/Handoff
SeatSales Manager, Sales Director
DifficultyAdvanced
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryLeadership, Coaching & People Management
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