Phase 1: Laying the Foundation

Strategic Planning (Week 1-2)

DO's:

1. Build Your Tech Stack First

   • Implement core CRM system (Salesforce/HubSpot)

   • Set up sales engagement platforms

   • Configure analytics dashboards

   • Test all integrations before hiring

2. Create Comprehensive Documentation

   • Detailed playbooks for common scenarios

   • Call scripts and email templates

   • Process flowcharts

   • Training videos and resources

3. Establish Clear Metrics

   • Define activity metrics (daily/weekly targets)

   • Set conversion rate expectations

   • Create pipeline contribution goals

   • Implement tracking systems

DON'Ts:

1. Rush the Process

   • Never skip background checks

   • Don't compromise on cultural fit

   • Avoid rushing technical assessments

   • Take time to check references

2. Hire in Isolation

   • Always hire in pairs for peer learning

   • Create competitive but supportive environment

   • Enable knowledge sharing

   • Foster team dynamics

Phase 2: The Strategic Hiring Process

Week 1-2: Sourcing

• Post detailed job descriptions

• Leverage LinkedIn for passive candidates

• Utilize employee referrals

• Engage with sales communities

Week 3-4: Screening

1. Initial Assessment

   • Resume review focusing on key indicators

   • Brief phone screening

   • Basic tech assessment

   • Cultural fit evaluation

2. Deep Dive

   • Mock cold calls

   • Writing assessments

   • Role-playing exercises

   • Team interaction sessions

Phase 3: Comprehensive Onboarding

Week 1: Foundation Building

1. Product Knowledge

   • Complete product training

   • Understand use cases

   • Learn competitive landscape

   • Master value propositions

2. Industry Immersion

   • Study market trends

   • Analyze competitor strategies

   • Understand customer pain points

   • Research industry challenges

Week 2: Skills Development

1. Communication Mastery

   • Cold calling techniques

   • Email writing workshops

   • Social selling strategies

   • Objection handling practice

2. Technical Training

   • CRM system mastery

   • Sales engagement platform training

   • LinkedIn Sales Navigator techniques

   • Analytics tool proficiency