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If you're stepping into a new sales leadership role or scaling a team fast, one of the most impactful things you can do is reduce the time it takes for your Account Executives (AEs) to hit quota. It’s a topic we dove deep into on the latest Hit Your Numbers podcast with Sales Manager, Mike Day. What follows is a practical guide, shaped by real-world experience, to accelerating AE readiness without sacrificing quality.
Let’s break it down.
Most onboarding mistakes start before the rep’s first day. Sales leaders often focus too much on hiring and not enough on preparing the environment new reps are walking into.
Think of it this way: when you hire someone, they should know exactly what they're stepping into - not just their targets and title, but also the values, behaviors, and communication styles of your sales org. Mike calls this a "code of conduct," and it should be co-created with your team, not just dictated from leadership.
Before day one:
This kind of clarity shortens ramp time because reps aren’t left second-guessing how things work.
Pre-boarding is your secret weapon. We recommend giving future AEs access to learning materials, call recordings, competitive landscape overviews, and - if possible - even access to your platform before they officially start.
Why? Because learning doesn’t have to start when the laptop opens. With 2–4 weeks between offer acceptance and start date, you can:
That way, your new hire walks in already familiar with your world, saving you days, even weeks, of early ramp time.
The old-school model of onboarding says new hires should spend 4–6 weeks "shadowing" and "learning" before touching a live customer. In reality, that’s too long. The strategy is simple: fail fast.
Get new AEs:
The trick is to make early activities safe and low-stakes. Frame every task as "practice," not "performance." But practice in public, with real consequences and feedback. The result? You build confidence and capability faster.
You wouldn’t let a pilot fly solo after just watching flight school videos, why do that with AEs?
Run weekly testing and certifications during onboarding. These include:
The point isn’t just to test knowledge, it’s to give reps clear benchmarks for what great looks like. When they pass, they know they’re ready. When they don’t, you’ve got a coaching roadmap.
Bonus: Give rewards for key milestones - first call, first demo, first close. Make progress fun.
One of the biggest accelerators for onboarding? Proximity to greatness.
Ride-alongs (or live call shadowing) allow reps to:
Even better: assign a buddy, not just for social onboarding, but for technical skills. Let the AE sit next to someone who’s done the role well and tell them to sponge up what they can.
AI is changing the onboarding game. From document creation to 1:1 coaching, it can save hours and enhance outcomes.
Here are a few tactical ways to use it:
This isn’t about replacing managers, it’s about supplementing their time, especially in teams where enablement headcount is low.
A common mistake: treating onboarding as a 2-week checklist.
We recommends a mindset shift - onboarding is complete when reps are:
That usually takes 3–6 months depending on deal cycle and rep experience.
Build structured milestones, for example:
Each stage should include a feedback loop. And importantly: keep the door open for feedback on the onboarding process itself. Your reps will tell you how to improve it for the next cohort, if you ask.
Here’s your cheat sheet:
If your AEs aren’t ramping fast enough, the problem likely isn’t them, it’s the system they’re placed into. Fix that system, and quota becomes a lot more predictable.
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