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.

managerIntermediate⏱ 3-5 hours
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
Works with
ClaudeChatGPTGemini
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