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Onboarding your First SDR by Whitney Sales
thesalesmethod.com
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Every place a page here uses this source, in the order the words come in it.
People Manuals “Instead, consider having your team put together manuals for working with each other.” We suggest revisiting these manuals regularly, they’re a great way to reflect on how you and your team’s work styles and roles have changed. Eventually this type of information will live in an HRIS or Intranet, but for now something as simple as a Google Doc or Notion page will suffice.
You’ve probably heard ofBridgewater’s baseball card style manualsfor team members. Since you’re still in the early stages, it’s hard to assign scores to different categories of team performance, it also may not be your company’s culture. Instead, consider having your team put together manuals for working with each other. It is a VERY helpful exercise to do, whether you have a new teammate or not. You can take a look at our templatehere. “We suggest revisiting these manuals regularly, they’re a great way to reflect on how you and your team’s work styles and roles have changed.” Workshops
You’ve probably heard ofBridgewater’s baseball card style manualsfor team members. Since you’re still in the early stages, it’s hard to assign scores to different categories of team performance, it also may not be your company’s culture. Instead, consider having your team put together manuals for working with each other. It is a VERY helpful exercise to do, whether you have a new teammate or not. You can take a look at our templatehere. “Eventually this type of information will live in an HRIS or Intranet, but for now something as simple as a Google Doc or Notion page will suffice.” Workshops
Workshops “You’ll want to create workshops around the essentials of the job.” Company History: Use this time to share your Founding Story. Team Overview: This should include reporting and responsibilities. It’s important people know who to go to when they need help or have questions.
Workshops “This doesn’t mean that you need to put together complex decks.” Company History: Use this time to share your Founding Story. Team Overview: This should include reporting and responsibilities. It’s important people know who to go to when they need help or have questions.
Workshops “I suggest recording these workshops, though the content is likely to change, you might be able to reuse some of them for future hires.” Company History: Use this time to share your Founding Story. Team Overview: This should include reporting and responsibilities. It’s important people know who to go to when they need help or have questions.
Where to find everything: Notion, etc. “Characteristics of the company. Characteristics of the personas. What are your ICPs’ responsibilities and what does their day to day look like? What do they care about? What problems do they have and how does your product help?” Tools:How to do things in various tools