# New Rep Pre-Boarding Checklist

> What to read, request, and set up before day one, so a new rep's first week builds momentum instead of paperwork fatigue.

Free checklist for sales reps. Topic: [Sales Kickoffs, Training & Enablement Programs](https://www.peerlab.ai/library/topic/sales-kickoffs-training-enablement-programs/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/new-rep-pre-boarding-checklist/

## How to use it

Send this to the new hire the day the offer is signed, and run the manager checklist in parallel so day 1 starts with a scheduled first call, not a laptop-configuration afternoon.

## What's inside

- Admin & access items to close out before day 1
- 6 required pre-reads to complete before day 1
- Tooling setup checklist (CRM, dialer, LMS, comms)
- Meet-before-day-1 scheduling items
- Self-directed reflection items including a baseline skill assessment
- A parallel manager checklist so prep happens on both sides

*Send this the day the offer is signed. Everything on it should be done before day 1: day 1 itself should start with selling-adjacent work, not IT tickets.*

## Admin & access (owned by HR/Ops, confirm 5 business days before start)

- [ ] Offer letter and background check fully closed out
- [ ] IT ticket submitted for laptop, email, CRM, dialer, and comms tool access
- [ ] Payroll, benefits, and equity paperwork submitted
- [ ] Manager has confirmed the day-1 agenda and sent it to the new rep by end of the prior week

## Read before day 1

- [ ] Company one-pager / elevator pitch
- [ ] Most recent board deck or all-hands recording (redacted if needed)
- [ ] Top 3 competitor battlecards
- [ ] Ideal customer profile (ICP) definition
- [ ] Current quarter's sales priorities / OKRs
- [ ] Product demo recording (30–60 min)

## Set up before day 1

- [ ] CRM login tested, personal pipeline view configured
- [ ] Dialer / meeting-recording tool installed and tested
- [ ] Enablement platform / LMS account activated
- [ ] Joined relevant Slack/Teams channels: team channel, wins channel, competitive-intel channel

## Meet before day 1

- [ ] 15-minute intro call scheduled with manager for day-1 morning
- [ ] Buddy/mentor assigned and introduced before day 1
- [ ] Week-1 intro calls scheduled with: sales engineering, marketing, customer success, and one top-performing peer

## Reflect before day 1 (self-directed)

- [ ] Complete a baseline **Skill Mastery Self-Check Quiz**: so week-1 coaching starts from real data, not guesswork
- [ ] Write down 2 things you want to be true about your role in 90 days
- [ ] List prior sales training/certifications so your manager can skip what's redundant

## Manager's parallel checklist

- [ ] Pre-brief written for the rep's first 2 weeks (shadow schedule, first live call date)
- [ ] Existing pipeline/territory ready to hand off on day 1, if applicable
- [ ] First coaching 1:1 pre-scheduled for the end of week 1