How to Onboard a Sales Rep in 30 Days and Set Them Up for Success

Author

Jocelyn Rivas

Hiring a sales rep should feel exciting. You picture more follow ups, more conversions, more revenue, and less pressure on your plate.

But here is what usually happens instead.

The new rep starts.

They shadow a few calls.

They get access to the CRM.

Then everyone hopes for the best.

Two weeks go by.

They still are not confident.

Follow ups are inconsistent.

They feel lost. You feel frustrated.

And you start wondering if you hired the wrong person.

Most of the time, the issue is not the rep.

It is the onboarding.

A strong onboarding plan can cut ramp time in half and turn a new hire into a confident, revenue producing teammate fast. A weak onboarding plan creates confusion, hesitation, and missed opportunities.

If you want your next sales hire to succeed, here is how to set them up for a strong first 30 days.


Why Sales Onboarding Matters More Than You Think

Sales onboarding is not training.

It is transformation.

It turns a stranger into someone who understands:

  1. your offer

  2. your customers

  3. your systems

  4. your expectations

  5. your standards

  6. your voice

  7. how your team communicates

  8. how success is measured

Without structured onboarding, new reps fall into the same three traps every time:

  1. They rely on guesswork.

  2. They copy whatever other reps are doing.

  3. They wait for permission instead of owning their process.

Clarity is confidence.

Confidence is performance.

Your onboarding system creates both.

And to be clear, you do not need to build it alone.

Companies like Believe and Build specialize in creating onboarding hubs, playbooks, CRM workflows, and training systems that help founders ramp new reps faster and with far less stress. Think of it as giving your rep a proven path so they can focus on selling, not trying to figure out what is expected of them.


The 30 Day Sales Onboarding Plan

Here is a simple, effective plan founders can use for any new sales hire.

This works for in person teams, remote teams, or lean teams with no sales manager.


Week 1: Foundation and Familiarity

The goal for week one is not selling.

It is learning.

Your rep should walk away knowing:

  1. What the company does

  2. Who you serve

  3. The problems you solve

  4. Your offer and pricing

  5. Your Ideal Customer Profile

  6. The full customer journey

  7. Your tech stack and CRM

  8. How to take notes

  9. How to use your templates and scripts

  10. How you define a qualified lead

What to do this week:

  1. Shadow sales calls

  2. Review past closed won and closed lost deals

  3. Practice internal roleplays

  4. Learn the CRM workflow

  5. Read through scripts and objection responses

Your job this week:

Give clarity, context, and repetition.

Do not expect them to perform yet.


Week 2: Guided Reps and Real Conversations

This is where they start doing the work with support.

By the end of this week, they should:

  1. Make their first outreach attempts

  2. Use your scripts in their own voice

  3. Handle simple objections

  4. Move leads through early pipeline stages

  5. Own basic follow ups

Your job this week is to coach them closely, catch mistakes early, and celebrate progress.


Week 3: Independent Selling

Now they begin carrying their own pipeline.

By the end of this week they should:

  1. Run full discovery calls

  2. Handle objections with confidence

  3. Send proposals

  4. Follow up consistently

  5. Log every touchpoint in the CRM

Your role this week:

Refine instead of teach.

Observe their calls and offer targeted coaching.


Week 4: Performance and Ownership

At this point, your rep should feel comfortable and confident running your sales process.

They should:

  1. Hit basic activity targets

  2. Move deals through each stage

  3. Understand the metrics that matter

  4. Know their strengths and gaps

  5. Build healthy pipeline habits

End the month with a 30 day review conversation so they understand where they stand and what comes next.


Common Onboarding Mistakes Founders Make

If you want your rep to succeed, avoid these traps:

  1. Expecting them to ramp without structure

  2. Giving tools without teaching the workflow

  3. Assuming product knowledge after one meeting

  4. Leaving follow ups to intuition

  5. Never clarifying what success actually looks like

A great rep cannot overcome a broken system. They need structure, clarity, and consistent coaching.


What Your Rep Needs From You to Succeed

  1. A clear playbook

  2. A CRM process that is easy to follow

  3. Templates for outreach

  4. A defined follow up cadence

  5. Weekly coaching

  6. Honest feedback

  7. A timeline for success

When you give a rep structure, they give you performance.

And if your structure does not exist yet, this is exactly where teams like Believe and Build step in. We help founders create onboarding hubs, sales systems, and enablement tools that turn new hires into confident closers.

Not because founders cannot build it, but because they should not have to build it alone.


Tools That Support Smooth Sales Onboarding

Notion or Google Docs

Great for storing training materials, scripts, and SOPs.

CRM platforms

Use task reminders, pipeline stages, templates, and automation to build good habits.

Loom

A perfect tool for training videos.

Slack or Teams

Useful for daily check ins and quick coaching.


Final Thought

Most sales reps do not fail because they lack talent.

They fail because they were never given a clear path.

A thoughtful onboarding system can change everything. It makes your team more confident. It makes your pipeline healthier. It makes your revenue more predictable. Most importantly, it gives your new hires what every high performer wants: clarity and support.

If onboarding has felt overwhelming or inconsistent, remember that you are not alone. Many teams are in the same place, and there are proven systems and partners who can guide you through it.

A great onboarding plan is not a luxury.

It is a leadership decision.

And it pays off every time.

  • I worked closely with Jocelyn and the Believe & Build Team and saw firsthand how they helped us rethink our entire sales approach. They challenged how we qualified leads, aligned across departments, and set up systems to support long-term growth. Even as leadership shifted directions, B&B's work provided a steady framework which forced us to confront the gaps we needed to close to operate at a higher level. Their partnership not only elevated our processes, it reshaped how we moved and saw what was possible for the business.

    Mary Beth Sales

    Heaf of Communications & PR, Business Inside the Game

  • Ali was essential to Outer’s early growth. He worked closely with us to build the systems, strategies, and processes that laid a strong foundation for our sales team to grow. His insights and support have had a lasting impact, helping us significantly grow our sales operations and overall revenue. I truly appreciate both him and Jocelyn’s commitment and the way they contributed to our growth journey

    Jiake Liu

    CEO & Co-Founder, Outer

  • B&B was exactly what we needed during a crucial time for our team. They helped us make sense of our sales strategy and guided us through setting up key tools like our CRM, phone system, and live chat. With their support, we reached our first $1M month, which was a huge milestone for us. B&B made the whole process feel less daunting and gave us confidence that we were building a well-oiled machine.

    Shuang Liang

    Co-Founder, Homebody

  • Before working with B&B, I was running my business off sticky notes and my own memory. I can’t tell you how many gigs I lost because I simply missed a follow up. I was wasting so much time answering the same questions over & over, tracking payments manually, and constantly feeling behind on everything. Now, I don’t have to think about any of that. Every inquiry is logged, every follow-up happens, and I can focus on what I do best—serving my clients. In just a few months, my business has grown in ways I never thought possible.

    Alejandro Gonzalez

    CEO & Co-Founder, GTB

  • B&B made me get brutally clear on the revenue-generating activities I was doing vs. the distractive/ chaotic/ disorganized patterns I was running in my business! They are a wealth of wisdom and upfront and extremely hardworking!

    Anthony Escobar

    Ceo & Founder, Firebreath LLC

  • I worked closely with Jocelyn and the Believe & Build Team and saw firsthand how they helped us rethink our entire sales approach. They challenged how we qualified leads, aligned across departments, and set up systems to support long-term growth. Even as leadership shifted directions, B&B's work provided a steady framework which forced us to confront the gaps we needed to close to operate at a higher level. Their partnership not only elevated our processes, it reshaped how we moved and saw what was possible for the business.

    Mary Beth Sales

    Heaf of Communications & PR, Business Inside the Game

  • Ali was essential to Outer’s early growth. He worked closely with us to build the systems, strategies, and processes that laid a strong foundation for our sales team to grow. His insights and support have had a lasting impact, helping us significantly grow our sales operations and overall revenue. I truly appreciate both him and Jocelyn’s commitment and the way they contributed to our growth journey

    Jiake Liu

    CEO & Co-Founder, Outer

  • B&B was exactly what we needed during a crucial time for our team. They helped us make sense of our sales strategy and guided us through setting up key tools like our CRM, phone system, and live chat. With their support, we reached our first $1M month, which was a huge milestone for us. B&B made the whole process feel less daunting and gave us confidence that we were building a well-oiled machine.

    Shuang Liang

    Co-Founder, Homebody

  • Before working with B&B, I was running my business off sticky notes and my own memory. I can’t tell you how many gigs I lost because I simply missed a follow up. I was wasting so much time answering the same questions over & over, tracking payments manually, and constantly feeling behind on everything. Now, I don’t have to think about any of that. Every inquiry is logged, every follow-up happens, and I can focus on what I do best—serving my clients. In just a few months, my business has grown in ways I never thought possible.

    Alejandro Gonzalez

    CEO & Co-Founder, GTB

  • B&B made me get brutally clear on the revenue-generating activities I was doing vs. the distractive/ chaotic/ disorganized patterns I was running in my business! They are a wealth of wisdom and upfront and extremely hardworking!

    Anthony Escobar

    Ceo & Founder, Firebreath LLC