Bringing new sales reps up to speed is tough. If you rely on Salesforce, you know the pain: too many tabs, too many “just read the doc” moments, and too much tribal knowledge. It’s easy for new hires to slip through the cracks, waste time, or just plain give up.
This guide is for anyone tired of winging it—sales managers, enablement folks, or even founders who can’t afford to lose another month to onboarding chaos. We’ll walk through using Getweflow templates to make onboarding less painful, more predictable, and way less error-prone.
Let’s get into it.
Step 1: Get Your House in Order (Before Touching Templates)
Before you even open up Getweflow, ask yourself: what should every new sales rep actually do in their first 30 days? Skip the “nice to have” fluff. Focus on the bare minimum:
- Which product docs or decks do they really need?
- What Salesforce data must they understand or update?
- Who should they meet, and by when?
- What are the top three sales activities they can’t screw up?
Pro tip: Talk to your last two hires. Ask what confused them. That’s your starting list.
Jot this down (Google Doc, napkin, whatever). You’ll turn it into a Getweflow template in a minute.
Step 2: Map Out Your Onboarding Flow
Getweflow templates are just checklists and instructions layered right inside Salesforce. They work best if you keep the steps tight and actionable.
Build a simple outline:
- Day 1-2: Orientation
- Intro call with manager
- Set up Salesforce login
- Skim the must-read product doc
- Day 3-5: CRM Basics
- Create a fake lead in Salesforce
- Update a contact’s status
- Demo call shadow with a senior rep
- Week 2: Pipeline Practice
- Enter a real lead from inbound email
- Move an opp to next stage
- Send first outreach email (with template)
- Ongoing: Check-ins
- Weekly 1:1 with manager
- Submit questions or blockers
Don’t overthink it. If a step takes more than 15 minutes, break it up.
What works:
Short, crystal-clear steps. Stuff that’s easy to check off.
What doesn’t:
Vague tasks like “learn Salesforce” or “get familiar with the product.” Be specific or skip it.
Step 3: Build Your First Getweflow Template
Now, hop into Getweflow. Here’s how to translate your outline into an actual onboarding flow:
- Create a New Template
- Name it something obvious: “Sales Rep 30-Day Onboarding.”
- Add Sections for Each Phase
- Use your outline: Orientation, CRM Basics, Pipeline Practice, etc.
- Add Step-by-Step Tasks
- Keep each task punchy. “Send intro email to manager,” not “Connect with team.”
- Assign a due date or timeline if it matters (“by end of week 1”).
- Link Out Where Needed
- Drop in links to product docs, Slack channels, or calendar invites.
- If you have a killer demo call recording, link it right in the task.
- Add Pro Tips or Gotchas
- Example: “Don’t forget to hit ‘Save’ in Salesforce—otherwise your updates disappear.”
Stuff to ignore:
Don’t bother embedding long videos or bloated slide decks. If it’s not essential, skip it. Less is more.
Step 4: Roll It Out With Your Next Hire
Templates don’t do much if nobody uses them. Here’s how to actually get your new reps to follow the flow:
- Assign the Template
- In Getweflow, assign the onboarding template to your new hire on day one.
- Walk Through the First Steps Together
- Take 15 minutes to show them how to use Getweflow right inside Salesforce. The learning curve is pretty flat, but don’t assume they’ll just “get it.”
- Set Expectations
- Tell them: “This checklist is your north star for the first month. If something doesn’t make sense, flag it.”
- Check Progress Weekly
- Don’t micromanage, but do peek in at the end of week one and two. If stuff isn’t checked off, ask why. Usually, the template needs fixing, not the person.
What works:
A quick kickoff. Show you care about the process (and that you’ll actually look at their progress).
What doesn’t:
Handing them a template and vanishing. They’ll ignore it by day three.
Step 5: Iterate and Improve
No onboarding flow is perfect out of the gate. Here’s how to get it closer to “actually useful”:
- Ask every new rep: “What was confusing or missing?”
- Update the template after each hire. Small tweaks add up.
- Remove steps nobody uses. If a task keeps getting skipped, it’s probably not needed.
- If you’re a glutton for punishment, run a quick survey—but honestly, most feedback comes from quick Slack messages or 1:1s.
Pro tip:
Set a calendar reminder to review the template every quarter. Otherwise, it’ll rot.
Step 6: Avoid Common Pitfalls
A few honest warnings:
- Too Much Detail Kills Momentum:
Ten steps per day is overkill. Focus on “what do they need to survive day one?” - Don’t Assume Everyone Learns the Same:
Some reps want videos. Others want a checklist. Templates help standardize, but keep an open door for side questions. - Don’t Use Templates as a Crutch:
No template fixes a bad culture or broken processes. Use this to guide, not to replace real onboarding conversations.
Step 7: Use Advanced Features (Only If You Need Them)
Getweflow has bells and whistles—conditional logic, branching paths, automations. Honestly? Most teams don’t need these right away.
- Start with simple checklists.
- Once your process is humming, explore:
- Branching tasks based on role or territory
- Automatic reminders for overdue steps
- Embedded forms for quick feedback
But don’t get lost in the weeds. The value is in getting new reps productive, not showing off your workflow skills.
Final Thoughts: Keep It Simple, Stay Flexible
Perfect onboarding doesn’t exist. What does work is a clear, lightweight process that actually matches your real-world sales motion. The beauty of templates is you can always tweak them as you go.
Don’t wait for the “perfect” checklist. Start with a rough draft, launch it with your next hire, and fix what’s broken. Your future self—and your new reps—will thank you.