Library/Leadership, Coaching & People Management/1:1s & Rep Development/Build a 90-Day Onboarding Program for a Sales Rep
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)

Build a 90-Day Onboarding Program for a Sales Rep

Create a comprehensive sales rep onboarding program with week-by-week learning path and manager check-ins.

About this prompt

This prompt creates a full onboarding program for a specific sales role — covering pre-boarding preparation, a week-by-week learning path for the first 90 days, product and market mastery milestones, shadowing and co-selling schedule, certification gates, manager check-in cadence, success metrics by phase, and feedback loops for improvement. It is for sales managers and directors who want to ramp reps faster and more consistently than informal onboarding allows. Use it when hiring a new rep or standardizing onboarding across a growing team.Reach for this prompt when your current onboarding is inconsistent, too dependent on individual manager styles, or leaving reps underprepared at the 30-day mark. Fill in [ROLE] with the specific position (AE, SDR, AM), [COMPANY] with your company context, and [RAMP_GOAL] with the specific outcome you are targeting — first qualified meeting in week three, first close within 60 days, or full quota attainment by month six. The output covers every phase of onboarding with specific activities, not just topics to cover. The certification and assessment gates section is especially useful for ensuring reps can demonstrate readiness before being deployed in front of prospects. Use this over a generic onboarding checklist when you want a program tied to actual sales performance milestones, not just administrative completions. For best output, include any existing onboarding materials or known gaps from previous rep ramps — the AI will incorporate them and flag where the current program has structural holes.

The prompt

Create a comprehensive onboarding program for [ROLE] at [COMPANY] targeting [RAMP_GOAL]. Include: pre-boarding preparation, week-by-week learning path for 90 days, product, market, and process mastery
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Variables to replace

ROLE | COMPANY | RAMP_GOAL

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