Library/Leadership, Coaching & People Management/Hiring & Interviewing/Build a Detailed 90-Day Onboarding Plan for a Sales Hire
TestedLeadership, Coaching & People ManagementQuick Win (under 10 min)
About this prompt
This prompt produces a structured 90-day onboarding plan for a new sales hire, broken into first week, first 30 days, first 60 days, and first 90 days, with training areas, product and competitive knowledge requirements, systems setup, shadowing expectations, and readiness certifications. It's designed for Sales Managers and Sales Directors who need a detailed, role-specific ramp plan they can run consistently for every new hire. Use it when onboarding a new SDR, AE, AM, CSM, Partner Manager, or Sales Engineer.A 30-60-90 checklist tells you what to complete; this prompt tells you what to build the rep's capabilities in at each stage. It generates a detailed onboarding plan for a [sales role] that covers product knowledge, ICP and persona training, competitive knowledge, messaging practice, tool certification, shadowing expectations, and manager check-in cadence — organized by phase rather than as a flat list. Customize [sales role] with the specific title and whether the role is inbound, outbound, or expansion-focused, and include your average deal cycle and product complexity so the AI calibrates the learning depth appropriately. The output includes defined readiness milestones and certification checkpoints, giving managers an objective way to assess ramp progress rather than relying on tenure alone. Use this extended plan when you need a full role-based onboarding program; for a simpler checklist-format version, use the 30-60-90 checklist prompt (b13-0003) instead. For best results, specify one or two areas where new hires in this role historically struggle most — for example, 'reps typically can't handle the pricing objection until month three' — so the plan front-loads that training.The prompt
Act as a B2B sales onboarding and enablement strategist. Create a detailed onboarding plan for a new [sales role], such as SDR, AE, AM, CSM, Partner Manager, or Sales Engineer.
Include:
- training to
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Variables to replace
SALES ROLE
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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