Onboarding new team members can be a challenging process—balancing the need to get them up to speed quickly while ensuring they fully absorb company culture, tools, and processes. Without a structured approach, new hires can feel overwhelmed or unsure of where to focus.
Fortunately, a well-crafted cadence can solve this! A New Hire Onboarding Cadence can help you provide a clear, step-by-step plan that guides new hires through their first days and weeks and sets them up for long-term success.
To set you up for success with Salesloft in your new role, here’s a structured onboarding cadence that covers essential features and best practices:
🗓️ Step 1: Day 1 - Welcome to Salesloft!
The first day should be all about helping your new hires get their Salesloft Account up and running. Here’s a list of tasks to include on Day 1:
- Accept Your Invite: Check your email and accept your invitation to Salesloft!
- Change Your Password: Make it unique and secure!
- Install the Essentials:
- Connect Your Email:
- Connect Your CRM:
- Set Up Your Email Signature: Make your first impression count!
- Complete Your User Setup: Don’t skip this step—it’s crucial for personalization!
- Customize Your Personal Settings
📚 Step 2: Day 2 - Salesloft Fundamentals
With your account set up, you can begin learning about the core components of Salesloft! The core components include:
Salesloft Homepage: Familiarize yourself with Salesloft Rhythm
Templates and Snippets:
- Check out the Templates Guide and the Snippets Guide to master the ins and outs!
🛠️ Cadences:
- Learn all about Salesloft Cadences.
🔄 Importing People:
- Learn how to import contacts from your CRM or from a CSV.
- Discover Account-Based Importing and tagging for better organization.
🖥️ Step 3: Day 3 - Run Team Cadences, Complete Tasks, and View Analytics
Learn how to run, skip, and sort your cadence steps like a pro!
☑️One-off Tasks
✅ Running Cadence Steps:
📈 Dive into Salesloft Analytics:
- Get familiar with Salesloft Analytics
🚀 Step 4: Day 4 - Build Your Own Cadence, Complete Tasks, View Analytics
🎯 Goal: Create and send your very first cadence to the team! Include at least three dynamic tags and three steps. Bonus points if you use videos and A/B test one of your steps!
💌 Cadence Structure:
- Step 1: Send an email introducing yourself with three fun facts (GIFs are highly encouraged!).
- Step 2: Follow up with another email threaded to the first, sharing another fun fact.
- Additional Steps: Get creative with your remaining steps!
📋 Requirements:
- Schedule one email to send at 9 AM using the scheduled send feature.
- Record and execute a dropped voicemail.
- Import your team members into the Cadence.
- Use at least one provided dynamic tag.
💡 Tips: Have fun with this! It’s a chance to showcase your personality and creativity. If you have questions, don’t hesitate to reach out to your managers or teammates.
📋 Resources:
💬 Step 5: Day 5 - Conversations and Deals
📞 Conversations
Understand the power of every sales conversation and learn from your peers!
- Record and transcribe calls to analyze your meetings.
- Use AI-based analysis to gain insights into your conversations.
📋 Resources:
- Review the Salesloft Conversations overview article and Conversations Personal Settings Overview Video.
- Best Practice: Create playlists of both good and bad conversations to enhance your learning!
📊 Step 6: Day 6 - Deals & Opportunity Management
Learn how to manage deals efficiently with Salesloft Deals!
- Save time with inline opportunity editing and minimize clicks for deal updates.
- Proactively identify deal gaps and improve forecast accuracy.
📋 Resources:
- Review the Salesloft Deals overview article.
🎉 Congratulations on completing your onboarding week! We’re thrilled to have you on the Salesloft team. Feel free to share your experiences, ask questions, or drop your creative cadence examples below! Let's learn and grow together! 💬⬇️