Why You Need a Blueprint
TL;DR: Watch the video overview of this blog here
A great recruiting month means nothing if your new reps don’t make it to the field.
And in direct sales, the first 30 days make or break a recruit’s success.
The challenge?
Most onboarding programs are either too overwhelming with information overload, or too vague where new reps don’t know what to do next.
That’s why we’ve built this Direct Sales Onboarding Blueprint — a proven sequence that moves reps from just signed up to ready to sell, without burning out your managers in the process.
So let’s go over these now!
Step 1: Set One Clear First Goal
Avoid long, complicated milestones early on — reps need a quick win to build momentum.
Example: “Book your first customer appointment within 3 days.”
Why it works: This goal anchors all early training and gives reps a clear purpose.
Step 2: Give Them the Essentials First
In week one, they only need:
Product basics.
How to talk to a prospect.
How to log a sale or appointment.
Everything else can wait until after they achieve that first goal.
Step 3: Use AI to Answer Repetitive Questions
With ConveYour’s Portal AI feature, you can:
Upload all onboarding docs, guides, and scripts.
Let AI handle “Where do I…?” and “How do I…?” questions instantly.
Keep managers focused on coaching and recruiting.
Step 4: Automate Check-Ins
Instead of manually chasing reps:
Use platform notifications to remind them about incomplete tasks (we call these nudges in ConveYour).
Don’t just message reps if they fall behind…congratulate them when they hit milestones.
Automation means nobody slips through the cracks, and success is recognized.
Step 5: Track Engagement and Act Fast
ConveYour gives you the ability to track onboarding progress so you can:
See who’s engaged and on track.
Step in quickly if a rep stops moving forward.
Focus manager time where it matters most.
Real-World Impact
Direct sales teams using this blueprint have:
Reduced drop-off in the first 30 days by up to 40%.
Given managers back 15+ hours a week for recruiting.
Increased the number of reps reaching the field and making their first sale.
Your Next Step
Whether you’re onboarding 5 or 500 new reps a month, following this blueprint will help you:
Get them selling faster.
Reduce manager burnout.
Build a stronger field force.
What's Next?
Not a ConveYour Client?
➡ See onboarding blueprint in action — book a 15-minute demo.
Already a ConveYour Client?
➡ Enable the onboarding workflow in your account today — contact us at [email protected].