New Rep Onboarding Checklist Automation
A done-for-you everyday business automation built for the Sales Trainer, connecting Slack and Google Calendar so the work below happens on its own.
What this automation does, step by step
The day a new sales hire's start date is entered into the HR system, Zapier spins up a full onboarding checklist: CRM and email accounts get provisioned automatically, a 30-60-90 day training plan populates in Asana with due dates already calculated from the start date, and calendar invites for shadow calls and product training sessions go out through Google Calendar without anyone touching a scheduling link.
Each completed milestone in Asana triggers a Slack update to the sales trainer and hiring manager, and Gong access gets granted automatically so the new rep can start listening to recorded calls from top performers on day one.
Ramp time that used to stretch past 60 days because someone forgot a step now compresses noticeably, and new reps report feeling productive and supported from their very first week instead of guessing what to do next.
- Zapier or Make.com
- Asana
- Google Calendar
- Slack
- Gong
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a sales trainer remembering to check in, update records, and follow up, with no safety net if something slips. It's the kind of work that quietly eats hours every week.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
Often built alongside this one
New Customer Onboarding Checklist Automation
The moment a deal closes in the CRM, Zapier spins up a dedicated onboarding checklist in Asana or Trello covering every step from account setup to…
Automated Customer Onboarding Progress Nudges
Once a new customer's account is provisioned, a tracked onboarding checklist (profile setup, first key action, integration connected, first result…
Move-In Coordination & New Resident Welcome System
Once a lease is signed, this automation sends the new resident a move-in checklist, utility setup instructions, parking and key pickup details, and…
Small Group Sign-Up & Placement
When someone signs up for a small group through the church's website, this automation automatically matches them to a group based on their stated…
Intake Decline & Referral Notification
When a prospective matter is declined during the conflict check or initial evaluation, the automation automatically sends a polite decline notice…
Team Registration, Payment & Schedule Distribution System
When registration opens, the online form captures team information, roster details, division preference, and payment, and the system automatically…