# New Hire Sales Tech Stack Checklist

> Every login, tool and integration a new rep needs: organized by category with an owner and a days-before-start deadline: so day one is spent selling, not filing IT tickets.

Free checklist for sales managers. Topic: [Onboarding & Ramp](https://www.peerlab.ai/library/topic/onboarding-ramp/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/new-hire-sales-tech-stack-checklist/

## How to use it

Assign an owner to each item the moment an offer is accepted, work backward from the start date using the T-minus column, and have the manager log into every tool with the new rep's own credentials the morning they start.

## What's inside

- Identity & Access checklist (email, SSO, MFA, chat access)
- CRM & Core Sales Systems checklist
- Communication & Calling checklist (dialer, cadence tool, video, scheduling)
- Content, Enablement & Intelligence checklist (LMS, call recording, content library)
- Prospecting & Data checklist (intent data, Sales Navigator)
- Deal Execution checklist (e-signature, CPQ, legal escalation path)
- Hardware & Physical checklist (laptop, headset, badge, desk)
- Security & Compliance checklist (training, agreements, licensing)
- Day-One Verification protocol

Provision everything below BEFORE day one. **Owner** = who provisions it. **By** = days before start date (T-minus).

## Identity & Access
- [ ] Company email address created and tested | Owner: IT | By: T-7
- [ ] SSO/identity provider account (Okta/Azure AD/Google Workspace) | Owner: IT | By: T-7
- [ ] MFA enrolled | Owner: IT | By: T-3
- [ ] Slack/Teams workspace access + added to core channels | Owner: IT/Manager | By: T-3

## CRM & Core Sales Systems
- [ ] CRM account provisioned (Salesforce/HubSpot/etc.) with correct role/profile | Owner: Sales Ops | By: T-7
- [ ] CRM assigned to correct territory/team/pipeline view | Owner: Sales Ops | By: T-3
- [ ] Reporting/dashboard access matching their role level | Owner: Sales Ops | By: T-3

## Communication & Calling
- [ ] Dialer/phone system account (Aircall/RingCentral/etc.) + assigned number | Owner: Sales Ops/IT | By: T-3
- [ ] Sales engagement/cadence tool (Outreach/Salesloft/Apollo) provisioned | Owner: Sales Ops | By: T-3
- [ ] Video conferencing account (Zoom/Meet/Teams) with recording enabled | Owner: IT | By: T-7
- [ ] Calendar scheduling tool (Calendly/Chili Piper) connected to their calendar | Owner: Sales Ops | By: T-1

## Content, Enablement & Intelligence
- [ ] Content/enablement library access (Highspot/Seismic/shared drive) | Owner: Enablement | By: T-3
- [ ] Conversation intelligence tool (Gong/Chorus) account + call recording consent configured | Owner: Sales Ops | By: T-3
- [ ] LMS/onboarding curriculum account with Week 1 modules assigned | Owner: Enablement | By: T-7

## Prospecting & Data
- [ ] Intent/contact data tool (ZoomInfo/Apollo/LinkedIn Sales Navigator) seat assigned | Owner: Sales Ops | By: T-3
- [ ] LinkedIn Sales Navigator account or company page association | Owner: Sales Ops | By: T-3

## Deal Execution
- [ ] E-signature tool (DocuSign/PandaDoc) account | Owner: Sales Ops | By: T-3
- [ ] Quoting/CPQ tool access if applicable | Owner: Sales Ops/Finance | By: T-3
- [ ] Contract/legal escalation path documented and shared | Owner: Manager | By: Day 1

## Hardware & Physical
- [ ] Laptop imaged with required software, tested before shipping/handover | Owner: IT | By: T-7
- [ ] Headset for calls | Owner: IT | By: T-3
- [ ] Badge/building access (if on-site) | Owner: Facilities | By: T-3
- [ ] Desk/monitor/peripherals set up | Owner: Facilities | By: T-1

## Security & Compliance
- [ ] Security awareness training assigned | Owner: IT/Compliance | By: T-3
- [ ] Data handling / confidentiality agreement signed | Owner: HR | By: T-7
- [ ] Industry-specific licensing/compliance training assigned (e.g., FINRA, HIPAA) if applicable | Owner: Compliance | By: T-7

## Day-One Verification (do this the morning they start, before anything else)
- [ ] Manager logs into every tool above using the rep's own credentials to confirm access actually works
- [ ] Single "Day 1 Access Sheet" handed to the rep with every login, URL, and who to call if something's broken