Hiring Tips

Most managers don’t know how to build a successful onboarding program to make a newly hired salesperson’s journey easier.


Business owners and CEO’s of companies generating $3 to $50 million in annual revenue were recently asked to identify the most frustrating position to hire for within their company.

Their answer? Salespeople.

Most managers have paid their dues and worked their tails off, clawing their way up the corporate ladder.

However, most managers were not brought on to their company with a solid, structured, onboarding program.

Most managers don’t know how to build a successful onboarding program to make a newly hired salesperson’s journey easier.

Here are ten tips to successfully onboard new salespeople:

  1. Give sound bites

    Don’t put your new salespeople in the position of having to figure things out. Give a written, audio and video version, so they can get to work.

  2. Teach your products and services

    Do your new salespeople need to use them, and can they learn how you build them.

  3. Create structured conversations

    Supply a list of questions to assist them in creating conversations, when they are getting to know people and different departments.

  4. Test their learning

    Keep in mind that the goal is that your salespeople have a working knowledge they can draw on with faced with different scenarios.

  5. Understand your salesperson’s strengths

    Under pressure, we revert to our most natural ways of being. If you know your salesperson’s strengths, you can utilize them to teach new skills.

  6. Reward behaviors and actions

    It is too late to reward the results? Reward the behaviors that lead to the results, and you will get more results faster and more consistently.

  7. First, teach the ‘must have’s’

    Keep it simple. Your salesperson is eager to prove themselves to you and their coworkers, and to themselves. They want to validate that it was a good move for you to hire them; and that it was a good move for them to take the job.

  8. Set realistic expectations

    Give them a tangible and realistic goal “By the end of your first month you should be able to accurately input a customer request, demonstrate mastery executing each step, and clearly articulate your value proposition.” ”You should also have a list of 500 potential prospects in your territory.”

  9. Identify a ‘company culture mentor’

    Take responsibility and assign someone to teach them the culture of your company.

  10. Ask for their feedback

    If you are not constantly improving based on what you are learning, you are missing the boat.

Though the focus of this article is onboarding salespeople, the reality is that in today’s competitive landscape, companies need a professional onboarding strategy for every role in the organization.

Creating a structured onboarding program that orients a new sales hire so they can ramp up quickly and achieve success in the first 90-days gives you a solid HR solution that you will use forever.

It is always easier to edit an onboarding strategy than to start one from scratch. Once you know how to orient a new hire, and it is well documented, then you have more freedom to constantly be on the hunt for top-performing salespeople.

When word gets out that you have a well-structured orientation and onboarding program, the top-performers will be on the hunt for you.

Managing Multiple Stakeholders

If you’re going to bypass mid-level gatekeepers, you have to be strategic, and you also have to use the right tone and pace, so you can be perceived as someone who truly cares about their needs.


It’s inevitable… Every salesperson has been there. In your attempt to prospect at a high level within an organization, you get kicked over to someone in middle management or a couple rungs down the decision making ladder.

It’s necessary to build rapport with these mid-level facilitators, because often times they are influencers who ultimately will sell you and your product or service at a higher level to their boss or leadership team. So, you can’t completely write them off as if they don’t matter, but you also can’t always trust that they will get the job done.

What do you do when you get into a never ending follow up rut with these types of buyers and they consistently tell you, “I still haven’t had a chance to meet with my boss.”?

Should you just keep following up and hoping at some point they finally will meet with the higher ups and get the job done, or should you bypass them and go straight to the decision makers yourself? Either way, you risk losing a sale!

If you follow up too many times, you start annoying them, and they can decide to cut you out entirely, and if you bypass them and go over their head to the ultimate decision maker, you can risk sabotaging the relationship with the ultimate prospect and the mid-level person both at the same time, because it can be perceived as a scumbag move.

If you’re going to bypass them, you have to be strategic, and you also have to use the right tone and pace, so you can be perceived as someone who truly cares about their needs.

Here’s how I have found success:

I typically give the mid-level person 4-5 nice nudges, and if they still haven’t sought approval on my proposal, I straight up ask them, “Sally, do you know when you’re going to meet with your boss… Sorry, I don’t know their name…” and then I pause for 3 seconds. They usually will respond something like “Well, his name is Steve, and I’m going to meet with him later this week.”

BOOM… Now, I have an ultimate name of who is signing the checks and making buying decisions in that company… I make a mental note…

Then I ask another question that gives me honest insight into how likely it is that my proposal is really going to get brought up in a meeting with Steve…

“Okay, so when you meet with Steve, are you going to recommend that your company proceeds with the proposal?”

I like to ask them this straight up, so I know exactly where I stand with the mid-level person. If you can’t get a positive “Yes, absolutely!” commitment from them, you have no chance of closing a deal. Do you really think they’re going to be able to sell you and your product/service to their boss when they don’t really believe in what you’re selling?

If they tell me, “Yes, I am going to recommend we proceed,” I always give them a chance to get the job done. After all, if they believe in what you’re selling, they can be your biggest advocate internally, and you should trust them to do their job!

Next, I will typically call back the day after their scheduled meeting, which ultimately decides what I do next.

Situtation A: The meeting went well, and they agree to buy! Sally stayed true to her word and got approval from Steve. (No further steps needed)

Situation B: After this follow up or a couple more follow ups, they still didn’t meet or you can’t reach the person, and it seems as if they’re now dodging your calls. (Take the situation into your own hands). This is where I take over the scenario. I stop dealing with the mid-level person and then I start prospecting Steve directly.

It usually looks like this: “Hi Steve, This is Brian Donohoe. I’ve been working with Sally on your team, and I think she was supposed to meet with you a few times now about our proposal. Has she mentioned anything to you yet? She was telling me she was seeking your approval, but I still haven’t received final confirmation, and I’m worried something could be falling through the cracks on my side.”

This usually piques Steve’s interest enough for him to have a conversation, even if a short one, and then you get a brief slot to state your case and sell yourself!

Situation C: Sally informs me that they’re going to pass. (Inquire more and then start over with the ultimate decision maker again). – Sally tells you she tried to get approval, but her boss wouldn’t go for it. I don’t argue with Sally or try to re-sell her, because ultimately she isn’t the decision maker anyway.

I do ask questions though, like “Can you please share what happened? I thought you were recommending us!” I always ask in a curious, non-intrusive way, and typically, they will answer me.

This is where you get to the bottom of whether or not they are telling you the truth and/or you discover what their true objection is, and you can better craft your presentation to fit those objections when you finally reach Steve down the road.

Just this week, I got caught with a mid-level buyer who continued to push me off… “I still need to meet with Ryan,” she kept telling me. It got to a point where week after week for about two straight months, she kept telling me she needed to meet with Ryan. I got tired of following up and getting nowhere with her, so I finally called Ryan directly and one call closed him.

My mid-level prospect then had to call me back to execute the paperwork and do Ryan’s logistics for him. She was entirely embarrassed that she sat on my proposal and didn’t take it to Ryan for his approval, especially when Ryan ended up seeing enough value to go with the purchase anyway.

She missed out on an opportunity to bring a valuable service offering to her boss. Since he liked it and bought from me directly, it would’ve made her look good to propose it directly to him.

Yes, this is a risky move, and it can sometimes backfire on you, but if you don’t have ink on paper in the form of a signed and sealed contract, you don’t have a sale in place anyway, so what do you really have to lose?

Sometimes, it’s worth taking the risk and bypassing the mid-level gatekeepers to get a deal closed…

After all, we are in sales, and we get paid to make sales and perform at our best, not play the nice follow up game with people who are never going to internally sell for you to their bosses…

Be risky, swing for the fences, and go for it! Do it with tact and grace, though, because odds are you’ll still end up crossing paths with the mid-level people again, and you want to keep them on your side.

Writing Effective Emails

Want to get your emails returned? Who doesn’t… Many of us would settle for just getting our emails read! Let’s face it: prospects get hundreds of emails per week and there is a slim chance they are going to read – let alone respond to – an email from a sales rep.


Luckily, there are 5 quick secrets to help your emails stand out and give you the best chance of getting them read and returned. Here’s what they are:

Secret #1: Put the prospect’s first name in the subject line.

Everyone is drawn to their first name, so if you make your subject line something like:

“John, just left you a VM…”

Your email will stand out in their inbox and they will open it.

Secret #2: Personalize the first sentence of your email.

Draw your prospect’s attention to something that is happening now and current in their situation. This will snap your prospect out of his/her rote reading of emails. Things like:

“Hope you’re staying warm on this winter day!” or, “I’m sure you’re buried in your new project, so I’ll keep this brief…”

By taking the time to personalize your first sentence, you’ll draw your reader in and that will give you the best chance to get your email read.

Secret #3: Break your paragraphs up into sentences.

Nothing will turn your prospect off more than long, information packed paragraphs. Their eyes will glaze over!

Break up your sentences into paragraphs if possible to make them easy to read and accessible. I say no more than 2 sentences per paragraph.

Just like this example is written – easy to read, isn’t it?!

Secret #4: Ask for a return response – whether they are interested or not.

Give your prospect a chance to “opt out” of further communication with you.

Thank them in advance for their consideration and ask them to let you know if they’re interested – or not. And let them know you’ll remove their name if they aren’t.

Special Hint: Also give them the option of referring you to the right department or another person who might be more appropriate. This also gives them an out – and you an in.

Secret #5: Promise to follow up by phone if they don’t respond.

Let them know that you understand they are busy, and that out of consideration if you don’t hear from them you’ll follow up with a call in a day or two.

This really increases your response rate, and don’t be unhappy if they ask to “op-out.” Those prospects who do have just disqualified themselves and saved you a ton of time.

And for those you don’t hear from – start calling! Suddenly, when they do pick up, they’ll be a warm call.

Try implementing these 5 secrets today and watch as your emails suddenly become relevant again.