New Hire Ag Salesman - Checklist Form
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1
2NEW HIRE Ag Salesman - CHECKLIST
New Hire Name:
Guideline for HR Dept & RSMs
Start Date:
NEW HIRE - 30-60-90 DAY CHECKLIST
Activity
Activity Owner Activity Signoff
Status
Notes
WITHIN FIRST 30 DAYS
TERRITORY / CUSTOMER INFO
Expectations - Clearly Defined. Include an
overview of the business plan, regional sales
goals by product line, etc.
Territory Overview - explain the culture, the
competition, be honest about difficult
customers, including good/bad credit
customer information, etc.
(Personal) Customer Introductions -
(Written) Introduction to All Customers -
their entire customer list, their buying history &
acre info
Introduce 30 Day Objectives - for the new
hire's Region as assigned by the RSM
PRODUCT TRAINING
Give a brief overview of products we sell &
why
Explain the price sheet & procedures
associated with selling product
Baseline test administered to new hire to
establish their agronomy & precision ag
knowledge
BUDGET/EXPENSES
Ensure the new hire understands the expense
process & is completing steps correctly. Also,
ensure they understand their assigned budget.
SALES TEAM ORIENTATION
Applicable RSM
Introduce & arrange time for new hire to
become aquainted with their regional sales
LOCATION ORIENTATION
Schedule time for new hire to shadow key
Ensure employees are aware of
support people at the location.
shadowing date & time, as well as the
specific tasks you would like them to
share with the new hire
Confirm the new hire understands the
responsibilities of each person at their
location.
COMMUNICATION
Daily Interaction with RSM - in person or
phone preferably; email when necessary
Ensure the new hire knows who to call in
which situation - company wide.
COMMUNITY/MEDIA ALERT
Take photo of new hire. Send press release to
area newspapers & post on website
Send new hire announcement to customers
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Parent category: Life