Sales Rep Onboarding SOP (B2B SaaS)
SOP
Sales Manager
Tone: Professional
Goal
Create a comprehensive 30-60-90 day onboarding SOP for new B2B SaaS sales reps ensuring consistent training and faster ramp time.
Context
Mid-market B2B SaaS company with 6-person sales team adding 2 new reps per quarter. Current informal onboarding leads to 6+ month ramp times.
Constraints
- •No dedicated enablement team
- •Under $2K budget per rep
- •New reps handle live prospects by day 45
- •Salesforce CRM integration
- •Remote/hybrid compatible
Do
- Include product knowledge milestones with assessments
- Provide scenario templates for calls and demos
- Build in shadowing sessions
- Add CRM compliance checkpoints
- Assign peer mentors with check-ins
Do Not
- Do not assume prior SaaS experience
- Avoid generic advice
- Do not overload Week 1
- Avoid unavailable dependencies
Success Criteria
- Solo discovery call by Day 30
- Product cert 80%+ by Day 45
- First self-sourced meeting by Day 60
- 50% quota in Q1
Output Format
Structured document with weekly breakdown, checklists, and success metrics
Generated Prompt
You are a B2B SaaS sales enablement specialist. Create a 30-60-90 day onboarding SOP for new sales reps. ## Context Mid-market B2B SaaS company, 6-person sales team, 45-60 day sales cycles. No dedicated enablement team, under $2K budget per rep, Salesforce CRM, remote/hybrid work. ## Do - Include product knowledge milestones with assessments - Provide discovery call, demo, and objection handling templates - Build in shadowing and reverse-shadowing sessions - Add CRM compliance checkpoints - Assign peer mentors with scheduled check-ins ## Do Not - Assume prior SaaS sales experience - Give generic advice - be specific to B2B mid-market - Overload Week 1 with too much information ## Output Format Weekly breakdown with checklists and success metrics for each 30-day phase. ## Success Criteria - Solo discovery call by Day 30 - Product certification 80%+ by Day 45 - First self-sourced qualified meeting by Day 60
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