Make the First Week Count

Completing administrative tasks in advance of a new employee’s start date is a smart way to get them producing as quickly as possible. But it takes more than business cards and an email account. It also takes careful planning of their first week on the job, making sure they are properly trained and prepared to meet expectations.

Don’t wait to get them into orientation programs and training on the CRM and other mission-critical systems. Delays in training just impede their ability to get out and sell. If your company holds these programs on a set schedule, time start dates to coincide with it so the new sales reps can get them done in the first week.

Define responsibilities and set expectations on day one. The first thing you need to do is sit down with the new hire to go over sales territories, agree to quotas and calibrate the employee’s expectations with those of leadership. Also, review the do’s and don’ts of the sales process and any important company policies and procedures.

Use this first meeting to convey the organization’s philosophy, mission and vision. This helps the employee connect with the products or services they are selling and their customer or client base.

Finally, putting a new employee together with someone to guide them through the organizational culture and structure can help increase productivity.

It doesn’t have to be a formal mentoring program. In fact, I’ve found that an informal “buddy system” is a very effective approach. Just team new reps up with established top performers who are available to answer questions, offer advice on best practices, etc.

The buddy system, coupled with proper week-one training, orientation and goal-setting, will influence new employee behavior and prepare them to achieve success in the most expedient way possible.

Why Wait for the Start Date?

If you want your new sales reps to quickly become efficient, productive members of the team, you need to make sure they have all the tools necessary to hit the ground running the day they start.

Why would you want them wasting time waiting for IT to give them an email password or reading through the company’s insurance plan when they could be hitting the pavement with sales calls?

True, some processes such as employee orientation or training must wait until the start date. But many pesky administrative odds and ends can and should be handled as soon as the employment and confidentiality agreement is signed.

Send out benefits packages and other company materials the day a position is accepted so new team members can review, ask questions and complete documents off the clock. This saves hours of company time that is better-used for more revenue producing pursuits.

Other time and productivity killers include activating passwords, email accounts and identification badges. Get computers, laptops, cell phones and other devices set up on the company’s network and make sure mobile or remote employees can log into the system. Phone extensions and voice mail accounts should be configured and waiting for the new hire on their first day.

Taking care of these little things in advance is not only more efficient, it also lets new employees know that they are valued additions to the sales team. Most importantly, it sets the stage for them to focus on generating revenue as quickly and effectively as possible.

Bring in the “A Team”

It doesn’t matter how innovative your products or services are, without a strong sales team, your revenues will remain flat. So why make the mistake of not involving your top performing sales representatives in building out your team? Or worse, putting the selection process in the hands of under-performers?

Throughout my years of recruiting sales and marketing professionals, I have learned that the real secret to building a top sales force is to get your A players involved in the interview process. Top performers want to surround themselves with other top performers. They are motivated by success and thrive on the competition that comes from working with others who share their enthusiasm and drive. They gravitate toward other A players, and will use the interview to determine if they are joining a progressive team.

C players, on the other hand, will never hire A players. Whether it is because they are intimidated or because they don’t know what qualities to look for, under-performers simply do not have what it takes to play a key role in the recruitment process. What’s worse, someone who lacks the ability to motivate others could wind up costing you an A player if they sense that the person interviewing them might hinder their own ability to succeed. That is especially true if the C player happens to be someone your prospective A player would report to or work closely with.

The fact is, top sales talent needs to be sold on your company as much as you need to be sold on their skills. Putting them in front of anyone who does not present the sales team in its very best light, or who lacks the understanding of what makes an A player tick, is a recipe for disaster.

Welcome to!

Hello! My name is Kathleen Steffey and I am the Owner of Naviga Recruiting & Executive Search,, a National Sales Recruiting Firm.

If you’re like me, you are always looking for innovative ways to increase the effectiveness of the sales process to increase revenues. That is exactly what this weekly blog is designed to do. is dedicated to providing sales professionals with information they can use to maximize sales performance. My goal is to share with you innovative approaches and proven best practices that can help you become more effective, efficient and successful with building revenue.

My philosophy on sales is very straight forward; and you will see that through my blog topics. To maximize sales, you need a discerning evaluation ability to recruit, retain and motivate the best talent, and an openness to “think outside of the box” rather than consistently relying on traditional practices.

I hope you find this blog useful and informational.


Practical Advice for Maximizing Your Sales Performance

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