Onboarding – Smart Sales Operations

Onboarding is the set of processes companies have in place to bring on new hires. In the computer and networking world, this includes provisioning and access to necessary systems. But there is more than just getting the new hire an e-mail address. For instance, what happens when a new sales rep gets hired? Do you have a rigorous process? or do you wing it?

What happens at your company? And what happened to your new hires in the past? And after reading this, what are your plans for future hires?

Apple is famous for its user friendliness, whether it be hardware or software, and Apple receives praise for the simplicity and functionality of its designs. And because people at Apple think about how something is or will be used, a lot of problems which an end user would potentially have encountered are circumvented. Through use testing, glitches are identified and eliminated. The burrs which would blister the experience are smoothed.

One story I remember* regarding Apple was their packaging strategy for their early systems. When the end user received their new computer and opened the box, Apple led them through it using a string. Yes, a string. Once the lid was open, the top sheet had a string attached to it, and as the user pulled things out of the box, the string connected each piece sequentially so that the owner set up the monitor, the power and the CPU in proper order, and when completed, turned on a fully functioning system. Even if the end user had no idea what each part was or where things went, Apple’s system eliminated the guesswork of putting together the computer.

That string is really a kinesthetic checklist. And I’m a big believer in checklists. If you have the chance, I recommend reading Atul Gawande’s The Checklist Manifesto: How to Get Things Right. It is a great guide to looking at situations where checklists can be implemented, and in many of Gawande’s examples, save lives.

So back to onboarding. Is there a checklist in place? One which describes the steps which should happen as a person is brought into a company? A series of checklists can and should be in place for all aspects of the new hire process, such as interviewing, first day, first week, first quarter and first year.

For example, interviewing:
Have they filled out an application?
Spoken to the correct people in the area which they will work?
Gotten rubber stamped by the hiring chain of command?
Been tendered an offer letter?
Have they accepted?
Set a start date?

Once they’ve set a start date, does the company have an internal checklist to get things done? Most companies think of obvious things like health benefits and payroll, but what about laptops, cell phones, and business cards? What about training? In our current era of “faster, faster”, many times companies leave out things because they believe it only takes up time, but what they are really doing is increasing the ramp up time.

How? Because they aren’t giving the new hire the tools to be successful internally. What makes someone become part of a company? Is it because they are given an employee ID? Or is it because they interact with HR, engineers, other sales people and admin.

One company where I started many years ago, I sat for three weeks without a working laptop. When I got my laptop I was told to order business cards–and I didn’t know how to do that and no one had taken time to write it down. All processes were tribal knowledge–and I wasn’t part of the tribe quite yet.

Action item for the week: look at your onboarding process and determine if you take a new hire completely through your company’s processes–with no assumptions of “they should know how to do that”–because many won’t.

You don’t want your new hire to be waiting around for three weeks to start becoming one of your team.

*I say remember because I can’t confirm it’s true–please correct me if I’m wrong!

More on onboarding later. Next week we begin Front Office v. Back Office.

Thinks, Inc. is a consulting firm which specializes in Smart Sales Operations. If you’d like for us to come and assess your chaos, drop us a line at contact@thinks-inc.com

PS The Infrastructure Guy  and Smart Sales Operations are Trademarks of Thinks, Inc.