Onboarding checklist by role
Day 1 to Day 30 punch list. Owner, due, done. No fluff, no welcome-to-the-team paragraph at the top.
Functional onboarding trackers, ramp plans, QA scorecards, and coaching tools for sales managers. Role-specific. Spreadsheets that actually do the math, not generic HR templates with a sales logo on top.
One email per release. 1-2 releases per month. Unsubscribe whenever.
Each one solves a specific problem sales managers shouldn't be hand-rolling in a sheet at 11pm the night before a new hire's first day.
Day 1 to Day 30 punch list. Owner, due, done. No fluff, no welcome-to-the-team paragraph at the top.
Week-by-week milestones, leading-indicator targets, and a rep-vs-quota dashboard. The thing every sales manager rewrites in week one.
Discovery and demo rubric, weights you control, rolls up to a rep-level coaching score. Replaces the spreadsheet you copied from a former boss.
Weekly 1:1 log with rolling commitments, miss patterns, and a single coaching focus per rep. The thing leadership keeps asking you to standardize.
Designed by someone who has actually run sales enablement, not a generic template factory. Every file was built to solve a problem a real sales manager was running into.
No login, no SaaS, no procurement. You get Sheets files you can fork and fillable PDFs you can email. Goes where your team already works. You own the file.
SDRs, AEs, and Account Managers ramp differently. These templates know the difference. They aren't generic employee onboarding with a sales logo slapped on.
When you're new to running a sales team, the hardest part is getting that first useful version of anything. You can't write an onboarding plan from scratch when you've never onboarded anyone. The free templates online were written by people who've never ramped a rep. The paid ones on Etsy are generic checklists with "sales" pasted in the title.
I built The Ramp Plan because nobody was selling what I needed: expert crafted, role-specific tools that work the moment you open them. Fill in your stack, hand it to your hire, and you've already done the hard part.
No drip sequence, no "10 ways to crush quota," no founder updates. Just a short note the morning a template goes live, with a link.
1-2 releases per month. Unsubscribe in one click.