First Sales Hire Checklist

Hire your next salesperson with a plan, not a hope

Use this practical checklist to see what your business already has in place, from sales direction and target customers to process, pipeline and accountability, and what may need attention before you make your next sales hire.

A sales hire is a big investment. Make it count.

Recruiting takes time. Onboarding takes time. And when the role, process, and expectations are unclear, the mistakes cost even more.

The checklist helps you identify the sales foundations worth putting in place before your new salesperson starts.

Avoid an expensive false start

When the role, target customer, and lead source are unclear, even a capable hire can struggle. You are left wondering whether the problem is the person or the structure around them.

Don’t lose months to a slow start

Your salesperson should be learning your business and starting to sell, not spending their first few months working out your sales process, qualification criteria and approach to follow-up.

Keep the founder out of the day-to-day rescue work

If ownership isn't clear and there's no consistent way to manage the pipeline, questions, decisions and follow-up quickly find their way back to the founder, just when you expected the new hire to give you more capacity.

Prepare before you make that sales hire!

Enter your email to access a practical checklist covering the key sales foundations worth having in place before your new salesperson starts.