sales rep onboarding checklist
A sales rep onboarding checklist that does not block a knock
A sales rep onboarding checklist is the template the hire still owes, not a lock on the pin. Knockdesk is field sales software. My Onboarding stays until Completed. The product does not block a knock. Use this as a door to door rep onboarding checklist, or as a new sales rep checklist you print before the first shift. A contest can still Require finished onboarding.
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| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Invite the hire as Field Sales Rep | Organization Settings, then Members, then Invite Member. Email and role are required. Occupied seats include pending invites. Full desk is on the pricing page. | Write the email you invited. | |
| Build the onboarding template | People, then Tools, then Onboarding. An admin sees Setup. New Template opens the builder. Target role is Field Sales Rep or Sales Manager. | Your notes | |
| Add the tasks the hire must finish | Tasks can be a short answer, long answer, checklist, true or false, link, file upload, form, or fillable document. A fillable document can be a phone-signed PDF. | Your notes | |
| Turn on Sequential Completion if later required work should stay locked | Later required tasks stay locked until earlier required work is completed or submitted. Allow Skipping Optional Tasks only affects optional work. | Your notes | |
| Turn on Auto-assign to New Users if every new hire of that role should get the list | New users of the target role receive that template when they join. You can also assign from User Onboarding or from a person on People. | Your notes | |
| Turn on Require Admin Approval if a submitted task should wait | A submitted task sits as Pending approval and cannot be edited until it is approved or rejected. Rejected work can be edited again. | Your notes | |
| Assign the template so My Onboarding appears | Onboarding assigned starts the checklist. Status is Not started, In progress, Completed, or Manually Completed. My Onboarding stays in the sidebar until Completed or Manually Completed. | Your notes | |
| Have the hire open My Onboarding on the phone they already use | A locked task waits on the required work before it. A pending approval cannot be edited until it is approved or rejected. The list stays until it hides. | Your notes | |
| Confirm onboarding does not block a knock or a route | The product does not block a knock from My Onboarding. The hire can log a visit while the sidebar list is still open. That is the rule. Do not withhold the pin because a paper packet is unfinished. | Your notes | |
| Set Require finished onboarding on the contest if eligibility should wait | A game can Require finished onboarding before a rep can join. That is eligibility, not a knock block. Save as draft if the crew should not see the game yet. | Your notes | |
| Point the hire at the script they will use after the first doors | Onboarding is the list. The talk at the door is the script. Coaching scores the recording after consent. Do not treat the checklist as the pitch. | Your notes | |
| Close the list when required work is done, or mark Manually Completed | When every required task is Completed, or an admin marks Manually Completed, My Onboarding hides. Finished is Completed or Manually Completed. | Your notes | |
| Reset or replace the assignment only if the hire needs a new template | An admin can reset or remove an assignment from User Onboarding and give a new template. Prior data is kept as history. | Your notes |
The list
How to use this sales rep onboarding checklist
Mark the rows while you build the template, not after the hire has already been on a door for a week. A new sales rep checklist that lives only in email will not stay in the sidebar.
- 1Print or save PDF from the list. Checks stay in this browser.
- 2Invite the hire, then open People, then Tools, then Onboarding.
- 3Set Sequential Completion, Auto-assign, and Require Admin Approval before you assign.
- 4Confirm the hire can knock while My Onboarding is still open.
- 5If a contest should wait, turn on Require finished onboarding and keep the game as a draft until you want it live.
- 6Bring the printed list to the Knockdesk walkthrough and assign one Field Sales Rep template on the call.
The stall
Where a door to door rep onboarding checklist on paper dies
Paper dies the first morning the hire is already on a porch and the packet is still in a shared inbox. The manager cannot see what is locked. The contest lets anyone in. Friday is a story.
The inbox packet
A PDF in email does not stay in the sidebar. My Onboarding stays until Completed or Manually Completed.
The open pile
When every task is open at once, the hire skips the form that needed a signature. Sequential Completion locks later required work.
The withheld pin
Holding the knock until training feels finished is not a Knockdesk setting. This page does not block a knock or a route.
The open contest
Anyone can join a game that has no eligibility switch. Require finished onboarding is the gate on the contest, not on the door.
The talk
The list is not the script
After My Onboarding is assigned, the hire still needs the talk at the door. The sample steps on this page, opener at 7 of 9 talks, are a sample, not a customer's hire list. Coaching scores the recording after consent. Full desk is on the pricing page.
Script steps
Sample
1. Opener
7 of 9 talks
2. Clarify the objection
3 of 9 talks
3. Ask for the appointment
5 of 9 talks
Related
After you assign the list
- Field sales resources
The hub this checklist sits on, with the other lists and the quizzes.
- Full desk pricing
One seat: Full desk.
- Sales onboarding software
My Onboarding, Sequential Completion, and Require finished onboarding on the product page.
- How to onboard sales reps
The longer how-to beside this printed list.
- How the onboarding gate works
Statuses, locks, approval holds, and what finished means.
- Invite the hire first
The seat that receives Auto-assign to New Users.
- Open the Compete desk
Require finished onboarding is an eligibility switch on a game.
- Coach after the first doors
The script score sits on the recording, not on the hire packet.
FAQ
Frequently asked questions
What is a sales rep onboarding checklist in Knockdesk?
It is a template assigned from People, then Tools, then Onboarding. My Onboarding stays until Completed or Manually Completed. Knockdesk is field sales software. The product does not block a knock.
Can I use this as a door to door rep onboarding checklist?
Yes. Use it that way. The hire can knock while the sidebar list is still open. A contest can wait until onboarding is finished.
Is this a new sales rep checklist I can print?
Yes. Print or save PDF from the list. Checks stay in this browser. The live list for the hire is My Onboarding.
Does onboarding block knocks?
No. Onboarding does not block a knock or a route. My Onboarding stays in the sidebar. Sequential locks and approval holds sit on the tasks. Contest eligibility can Require finished onboarding.
When does My Onboarding hide?
When status is Completed or Manually Completed. Finished is either of those two.
Can a contest wait on the checklist?
Yes. Require finished onboarding is an eligibility switch when you start a game. That is not a knock block.
What task types can I put on the template?
Short answer, long answer, checklist, true or false, link, file upload, form, or fillable document. A fillable document can be signed on the phone.
How much does Knockdesk cost?
Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open.
The hire
Bring the list a new rep still owes.
We will assign a Field Sales Rep template, leave knocks open, and set Require finished onboarding on a draft game. Full desk is on the pricing page. A free trial is not open.
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