Onboarding a new rep
Selling in their first week, not their second month.
Ramp time is the most expensive thing nobody measures. A new starter who inherits accounts with the whole history on them, a list of overdue follow-ups and a sequence that already works is useful on Thursday. One who gets a handover meeting and a spreadsheet is useful in March.
14 days free. No credit card.
- 14 days free
- No credit card
- Unlimited users
The problem
Everything they need is in somebody’s head.
Usually somebody who has already left.
Why ramp takes months
The handover is a meeting
Two hours of somebody talking, a spreadsheet, and a promise to answer questions. By week three the new starter is reconstructing relationships from email signatures.
They start with an empty list
No accounts, no prospects, nothing overdue. So the first fortnight is spent working out who to call, which is the least productive fortnight of their year.
Nobody knows what good looks like
Which message works, which stage things die in, what a normal week contains. Without that written down, everyone learns it again from scratch.
How it works
They inherit a system, not a story.
Week one
Accounts with the whole history attached
Every call, email, meeting, deal, deck and proposal sits on the account rather than in the last person’s inbox. A new rep can open an account they have never touched and know the relationship in a minute.
- The full timeline, whoever created it
- Contacts with roles, so they know who actually decides
- What was won and what was lost, with the reasons on the deal
A list on day one, and ownership by rule
Assign them a territory and the accounts follow, so there is no reallocation weekend and nothing lands on two people. My Focus gives them overdue follow-ups and quiet accounts in an order worth working.
- Territories with owners, changed in one place
- Overdue follow-up and quiet accounts, from the first morning
- Fresh prospects against the ICP so the day is never empty
And the message that already works
Your sequences, your decks, your proposal shapes and your price list are already there. They are not writing a first cold email in week one, they are sending the one the team knows gets replies.
- Sequences with real reply rates behind them
- Decks and proposals from your catalogue at current prices
- ANI drafting from your ICP when they get stuck on an opener
What you get
What shortens a ramp.
For onboarding
Unlimited users
They are in the system on day one, not when a licence is approved.
Learn moreHistory on the account
The relationship belongs to the business, so it can be handed over at all.
Learn moreOwnership by rule
A territory reassignment rather than a weekend of moving records.
Learn moreA working day list
Overdue follow-ups and quiet accounts, in order, from the first morning.
Learn moreProven sequences
They send the message that works instead of inventing one in week one.
Learn moreVisible coverage
You can see whether they are working the patch, without hovering.
Learn moreTheir first week
Four days to a real conversation.
Four steps
- Day one
Add them, set the role
Free, because seats are unlimited. Permissions by role decide what they see.
- Day one
Give them a territory
The accounts follow the rule. Nothing is reassigned by hand.
- Day two
Walk the overdue list
Twenty accounts nobody has rung. The best training there is.
- Day four
Enrol ten in a sequence
The one that already works, from their own inbox.
Also for
Where else this lands.
Other pages
Sales managers
Coverage and follow-up you can see without hovering over anyone.
Learn moreSales reps
A day that starts with a list rather than a blank screen.
Learn moreFounders
Handing the selling over without handing over your inbox.
Learn moreStartups
Your first salesperson, selling in week one.
Learn moreQuestions
Onboarding questions, answered.
Does adding a new person cost more?
No. Every Signal plan includes unlimited users and every limit is metered on the workspace, so a new starter is added on their first morning rather than when a licence is signed off. See pricing.
How do I hand over accounts?
Change the owner on a territory and the accounts follow. The history, the open deals and the contacts stay exactly where they are, which is what makes a handover survivable. More on territories.
Can I control what a new rep sees?
Yes. Permissions are set by role, and what each person can see is set by you. Territories decide ownership; roles decide visibility.
What do they actually do in week one?
Work the overdue follow-ups in their territory and enrol ten people in a sequence that already works. Both produce real conversations, and both teach them the business faster than a slide deck.
What happens when a rep leaves?
Nothing moves. The history sits on the account rather than in a personal inbox, so the next person picks it up with the full context and the customer does not have to start again. More on accounts.
How long should ramp take?
It depends on your cycle and your price point, and anyone who gives you a number without knowing those is guessing. What you can shorten is the part spent working out who to call, and that part should be over in a week.
Question not answered here? Ask ANI and get a straight answer.
Make week one a selling week.
14 days free. No credit card. Unlimited users from the first minute.