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BDR Onboarding Checklist

by Krista Gustafson, from the Community

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This BDR onboarding checklist helps new business development reps ramp quickly. It covers company background, key stakeholders, product knowledge, integrations, pricing, trial setup, sales cycle, lead sources, support options, and core metrics like MAU, SALs, and seat goals. It also includes learning from case studies, pitching iAuditor, creating a template, and understanding values and expectations. Use it to structure training, assign tasks, and verify readiness for demos, webinars, and daily workflows.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.