Onboarding Guide: SaaS Sales Role

Web-based onboarding guide designed to ramp new hires with structure and clarity.

Problem

Many onboarding programs overwhelm new hires or miss the mark by being too generic. Sales reps in particular need structure, but also space to build skills, ask questions, and connect to the bigger picture—early on.

Solution

This web-based onboarding guide adapts best practices from onboarding programs I’ve built for sales and healthcare organizations. It walks new sales hires through their first 30 days using a clear three-phase structure: Home Study, Live Training, and On-the-Job Training. Each phase includes week-by-week checklists, assignments, and prompts that blend product knowledge, systems practice, messaging, and coaching moments. The design is clean, scrollable, and built for async learners who want to move at their own pace.

Potential Use Cases

  • A foundational resource for new sales hires

  • A scalable onboarding playbook for growing SaaS teams

  • Part of a broader sales enablement or LMS experience

Measurement Strategy

Organizations could track effectiveness by:

  • Using 30/60/90-day check-ins to assess ramp progress

  • Surveying new hires on clarity, confidence, and usefulness

  • Measuring time to first sale or early pipeline activity

My Role

I designed the onboarding journey from the ground up—writing all content, structuring the flow, and building the guide in Gamma. I focused on creating something that felt both strategic and welcoming, with just enough structure to support real performance. This piece reflects my belief that great onboarding is about building momentum, not just checking boxes.

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