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Pre-Hire Sales Readiness Checklist

What’s inside:

  • The 5 signals that tell you it’s the right time to hire a salesperson
  • Questions to ask yourself before posting the job
  • The process gaps you need to fill first
  • How to set your new hire up for success from day one

Sales Process Builder Worksheet

Set aside two hours and build your documented sales process across five sections:

  • Identify your top lead sources and what a qualified lead looks like

  • Write your actual first outreach message and opening ask

  • Define the five discovery questions you ask in every first meeting

  • Document your proposal format, pricing structure, and top three objections

  • Write your closing question and build your follow-up sequence

Build Your Ideal Customer Profile Worksheet

Build a precise ICP across four dimensions — not a description of everyone who could buy, but a picture of who closes fastest, stays longest, and sends referrals:

  • Score your last ten to twenty customers across three criteria

  • Define firmographic, situational, psychographic, and buyer role dimensions

  • Identify the trigger event that precedes your best customer purchases

  • Write a specific ICP statement that actually excludes someone

  • Test your ICP for specificity before finalizing it

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