Scale · Onboarding / Ramp Systems
Build a Manager Onboarding Checklist for New Reps
Give every sales manager an identical, dated checklist of what THEY must do for each new rep's onboarding.
When to use
Use when you have multiple sales managers and each runs onboarding differently, leaving reps with uneven starts. This gives every manager the exact same manager-side checklist by day. Run once and use for every new hire across every manager.
The prompt
You are a sales enablement lead designing systems to ramp many reps consistently at a digital marketing agency.
Agency: [AGENCY_NAME] — [SERVICES] | # of sales managers: [NUM_MANAGERS] | Cohort size: [COHORT_SIZE] | Ramp target: [RAMP_TARGET_DAYS] to [QUOTA] | Tech stack: [TECH_STACK]
Build a dated manager-side onboarding checklist that every sales manager must complete for each new rep — covering pre-start, week 1, week 2-4, and 30/60/90 day checkpoints — so onboarding quality is identical regardless of which manager runs it.
- Every item is a MANAGER action, not a rep action (the rep has their own checklist)
- Each item has a specific day (e.g., 'Day -3', 'Day 7') not just 'Week 1'
- Each item has an artifact the manager produces (calendar invite sent, doc shared, score logged)
- Must scale across [NUM_MANAGERS] managers without any drifting from the standard
- Include a manager self-audit at day 30 ('did I do all of this?')
Checklist grouped by phase: Pre-Start (Day -7 to 0), Week 1 (Day 1-5), Weeks 2-4, Day 30, Day 60, Day 90. Each row: Day | Manager Action | Artifact Produced | Done ✓Variables
[AGENCY_NAME]Your agency name[SERVICES]Services sold[NUM_MANAGERS]How many sales managers you have[COHORT_SIZE]Typical reps per cohort[RAMP_TARGET_DAYS]Ramp target days[QUOTA]Quota target[TECH_STACK]Tools in use
Example input
Agency: ScaleWright — SEO + content retainers | Managers: 3 | Cohort: 2 AEs | Ramp: 90 days to $18K MRR | Stack: HubSpot, Gong, Slack, Notion
Example output
PRE-START (Day -7 to 0) Day -7 | Send welcome email + Day-1 schedule | Email sent Day -5 | Provision HubSpot, Gong, Slack, Notion | Access confirmed in IT ticket Day -3 | Assign mentor + send intro Slack | Mentor accepted Day -1 | Send Day-1 agenda + Loom welcome | Loom link sent WEEK 1 (Day 1-5) Day 1 | 60-min 1:1 — expectations, ramp plan, quota | Ramp plan doc shared Day 2 | Sit-in on 2 of rep's KB sessions | Notes in Notion Day 3 | Set up recurring weekly 1:1 + Friday coaching | Calendar invites sent Day 5 | First Gong review session (10 min) | Gong comment thread WEEKS 2-4 Day 10 | First mock pitch scored | Rubric in shared doc Day 14 | Shadow on 2 of manager's live calls | Debrief notes Day 21 | Co-pilot first discovery call | Gong + scorecard Day 28 | Pipeline review — first 5 deals | Pipeline screenshot logged DAY 30 | Formal 30-day review + rep feedback survey sent | Review doc + survey link DAY 60 | Mid-ramp checkpoint + adjust plan if behind | Updated ramp plan DAY 90 | Graduation review + quota ramp confirmation | Graduation memo to founder Manager Self-Audit (Day 30): Did I complete 100% of pre-start? Did I run all 5 week-1 items? If no — root cause + fix.
Pro tips
- Print it. Pin it. Or template it in your project tool — never let it live only in a manager's head
- Add this checklist to your manager performance review — managers who skip items have reps who miss ramp
- Run a quarterly 'manager calibration' where managers compare their completed checklists side-by-side
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A prompt is not a system.
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