Sales Onboarding

Onboard your new sales team members and keep track of their progress using Jotform’s free online Sales Onboarding template. Start by adding the newcomers to the sheet by using the attached Onboarding Registration Form — which is accessible and fillable through any mobile device — or add names and contact info directly to your table. You and your team can then access the information on any device, and collaborate on tasks and trainings directly on the table.

Every onboarding process is different, so be sure to customize this free Sales Onboarding spreadsheet in the way that works best for your business. Add more columns and rows, collect attachments and uploads, add color-coded tags to better organize the onboarding process, group tasks based on their owners, and use advanced filters to search through your information. Optimize the sales employee onboarding process in your company with Jotform’s free Sales Onboarding Template!