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    ContentBuilder.ai
    Free template · instant download

    Ramp new reps to quota without the guesswork

    This free sales onboarding template lays out a rep's first 90 days — product and pitch, live demos, objection handling and CRM hygiene — so every new hire sells sooner. Copy it, or build it into a tracked AI course.

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    Editable doc + printable PDF · free, no credit card

    Sales onboarding template

    New sales rep · 90-day ramp

    Account Executive · starts Monday

    0%
    • Product & value positioning
    • Pitch certified, demo signed off
    • Objection playbook rehearsed
    • CRM & pipeline hygiene set
    • First discovery calls booked
    What's inside

    A 30/60/90 day plan that turns new reps into closers.

    This sales onboarding template maps every week of a rep's ramp — from product knowledge and positioning in week one to running demos, handling objections and closing first deals by day 30. Use it as a rep ramp plan your whole team follows, or let AI turn it into a tracked course.

    Week 1

    Product, market & positioning

    • Learn the product, ICP and the problems we solve
    • Study competitors and how we differentiate
    • Map the buyer personas and their pain points
    • Shadow live calls and recorded top-rep demos
    Week 2

    Pitch & demo certification

    • Master the discovery framework and qualifying questions
    • Deliver the core pitch and get it certified
    • Run a full product demo end to end
    • Practice mock calls with a manager and score them
    Week 3

    Objections & CRM

    • Work the objection-handling playbook line by line
    • Learn pricing, packaging and approval paths
    • Set up the CRM, sequences and pipeline stages
    • Log activity and keep deal data clean
    Day 30

    First real deals

    • Own a live pipeline with real opportunities
    • Run discovery and demos solo, with call reviews
    • Send first proposals and book next steps
    • Weekly 1:1 to review deals and coaching notes
    Day 60-90

    Ramp to quota

    • Carry a full quota with forecast accuracy
    • Close first deals and run a win/loss review
    • Tighten weak spots from call scorecards
    • Agree a 90-day review and next-quarter targets
    Free download

    Get the editable template.

    • 30/60/90 day sales ramp plan (PDF)
    • Week-by-week rep onboarding checklist
    • Pitch, demo and objection-handling milestones
    • Ready-to-launch sales course in ContentBuilder

    Free · your PDF downloads instantly. No credit card.

    Beyond a doc

    Turn the ramp plan into a course reps actually finish.

    A checklist tells a rep what to do; a ContentBuilder course trains them — pitch videos, demo walkthroughs and quizzes, with certification and completion tracked per rep. Drop in this template and launch in minutes.

    Build the course free
    Why it matters

    A good template pays for itself.

    30%

    faster time to first closed deal

    3x

    more consistent ramp across every new rep

    50%

    less ramp time lost to guesswork

    100+

    languages for globally distributed sales teams

    Go deeper

    Explore.

    Sales Onboarding Template FAQ

    A sales onboarding template is a ready-made plan that structures a new rep's first 90 days — product and market training, pitch and demo certification, objection handling, CRM setup and first deals. It gives every new hire the same proven ramp instead of leaving it to chance.

    The first 30 days focus on learning — product, ICP, pitch and demo certification. Days 30-60 shift to a live pipeline with call reviews and coaching. Days 60-90 aim for full quota, first closed deals and a win/loss review. The template above breaks each stage into concrete checklist items.

    Most B2B teams target a 60-90 day ramp to full productivity, though it varies with deal cycle and complexity. A structured plan shortens it by removing guesswork — reps know exactly what to learn and when. This template is built around a 90-day ramp you can compress or extend.

    Yes — it's free to download and use as an editable doc and a printable PDF, with no credit card required. You can also turn it into a tracked sales onboarding course in ContentBuilder for free.

    Upload the template (or your own enablement docs) to ContentBuilder and AI structures it into an interactive course — pitch videos, demo walkthroughs and quizzes — that reps complete on any device, with certification and completion tracked per rep. Book a demo and we'll build it from your content live.

    Give every new rep a faster path to quota.

    Grab the free sales onboarding template — then build it into a tracked AI course your whole team can follow.

    Get the template Start for free