Sales Training Program Checklist: 5 Required

What are the essentials of a sales training program?

There is no doubt that sales training is essential for B2B and B2C businesses. It helps your employees become more efficient, increases productivity and transforms the customer experience. And finding the right sales training program can really make a difference. But what should you include in it to make sure it adds value to your organization? In this article, we share 5 essential elements that you cannot omit from the checklist of your sales training program.

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Here are 5 key pointers in moving your sales training program into the checklist

1. Essential skills assessment

For a sales training program to be effective, you must ensure that it goes above the required sales skills. This is useful for new recruits as well as more experienced sales representatives who want to refresh their knowledge. When we talk about the necessary sales skills, we usually refer to the ability to explore prospects, draft cold emails, create a report, create an offer, close a contract, communicate with clients after closing a contract, etc. I do The sales training program helps you evaluate which of your employees already have these skills and at what level. Next, it is much easier to create personalized training programs that best meet the training needs of each employee. In addition, it lets you determine if you have hired the right people in the right position.

2. Sales process and product training

Another element of crossing the checklist of your sales training program is training employees on the personal sales process of your business. If they already have experience as a salesperson, they probably use different methods. Therefore, your sales training course is an excellent opportunity for them to approach the possibilities in the way you like, pitch a product, guide customers through the sales process, upselling and cross-selling. The most effective way to do this is to use activities that are similar to real-world experiences, such as role-playing exercises.

Don’t forget that product knowledge is another important part of the sales process. Even if your employees have mastered the persuasion industry, a sale will not happen if they fail to answer questions about the product. As part of your training, allow employees to search for services and fill in all the features that set them apart from the competition. It will be helpful to provide them with a JIT product information library that they can access whenever they need it.

3. Customer buying experience

Customers are the foundation of your business. As a result, your sales training program must touch the customer experience at all stages of the sales process. Sales representatives must know how to guide customers through the sales funnel, identify the different customer personalities and know what approach to take with each of them. Role-playing activities allow salespeople to practice empathy by getting their customers shoes. During training, sales representatives can also practice active listening, a skill that can determine sales success. Often, salespeople are so enthusiastic about their products that they end up talking to their customers. While it’s important to believe in what you’re selling, it’s also important to know when to stop and listen.

4. Alignment between business and training goals

Your sales training program checklist would not be complete without this feature. No matter what you are doing in your business, be it a training program or a marketing strategy, you should always have an ultimate goal. Therefore, if your employees are not directly related to their professional goals, don’t just sign up for a bunch of their training courses. Giving your employees skills and knowledge gaps, as well as pre-assessing your business objectives, allows you to handpick training programs that will add value to your organization. Not to mention that employees will be more motivated to expand their knowledge if they see that it affects their performance.

5. Evaluation and reporting

A comprehensive sales training program must include features that facilitate progress assessment and reporting. In particular, it should include regular assessments in the form of quizzes and knowledge tests as well as self-assessments. If you provide employees with the same assessment at the beginning, middle, and end of the training program, it will be much easier to measure their progress throughout the program. In addition, reporting is going to take a fraction of the time it uses, because the data you need will be readily available.


You may think that the success of a training program depends only on the quality of the training materials. But, in reality, leadership is the element that can make or break it. When leaders are hired and express their enthusiasm about learning and development, employees follow it. Therefore, if you want to succeed in training your employees and adding value to your organization, you should choose a management team that will inspire others to grow. Adding it to the checklist of your sales training program along with the other elements mentioned in this article will help you transform your business.

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