Sales Onboarding 30-Day Check-In Form — Form Fields
This sales template includes 10 fields. Collect structured feedback from new sales hires at the 30-day mark to evaluate onboarding effectiveness and ramp readiness. Free to customize and use on ZenBuild.
New Hire Name (text, required)
Email Address (email, required)
Manager Name (text, required)
Sales Role (dropdown selection, required) — options: AE, SDR, BDR, SE, Sales Manager, Channel Manager
Clarity of Role Expectations (1–5) (rating, required)
Quality of Onboarding Materials (1–5) (rating, required)
Topics Needing More Training (checkboxes, optional) — options: Product Knowledge, Competitive Positioning, CRM Usage, Demo Skills, Outreach Best Practices, Territory Knowledge
Biggest Challenges So Far (long text, required)
Do You Feel Ready to Run a Discovery Call? (multiple choice, required) — options: Yes – Fully Ready, Mostly Ready, Not Yet Ready
What Would Help You Ramp Faster? (long text, optional)
