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🤝 Sales Enablement

Free Sales Onboarding Sign-Up Template

Enroll new sales hires into your ramp program — capture start date, prior experience and goals so managers know exactly where each rep begins.

Form
~3 min
Before day one
Live Preview

Quick answer

An enrollment form for new-hire ramp programs that captures start date, prior experience and goals, so managers know exactly where each rep begins.

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About this template

Ramp plans fail when everyone gets the same plan. This enrollment form captures a new rep's start date, background, product exposure and confidence level before week one, so the manager assigns the right track, the right mentor and the right first quota — and the hire sees a program that was clearly built for them.

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Live Preview

A fillable sample form preview — live once the app is published.

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Baseline before day one

Experience and tool knowledge recorded while there is still time to react.

2

Track assignment

Answers sort naturally into fast-track, standard or extended ramp.

3

Goal commitment

The rep's own stated goal becomes the week-one conversation.

4

Cohort history

Keep one form per intake class to compare ramps over time.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and set the fields to your ramp stages.

2

Send on offer day

New hires complete it before they start.

3

Assign the track

Manager sets mentor, content and first quota from the answers.

4

Check the ramp

Revisit the stated goals at 30 and 60 days.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Sales managers

Personalize the ramp instead of repeating the same bootcamp.

2

Enablement teams

Track which starting profiles ramp fastest and fix the program.

3

New hires

Start with a plan that acknowledges what you already know.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of the fields inside — everything stays editable once you copy the template.

  1. Full name and start date
  2. Previous sales experience (none / under 1 year / 1-3 years / 3+ years)
  3. Have you sold in our industry before? (yes / no)
  4. Tools you already know (CRM, dialer, other)
  5. First goal for the ramp period (open)
  6. Confidence on our product today (1-5)
  7. Preferred mentor or team (optional)
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Frequently Asked Questions

What is a sales onboarding sign-up form?
A pre-start enrollment that records a new rep's experience, tools, availability and goals so the ramp program can be assigned deliberately.
When does the new hire complete it?
Right after the offer is accepted — answers are freshest and there is still time to shape week one.
Can I run the Sales Onboarding Sign-Up without paying anything?
Yes. Copy it into your FormLM workspace and reuse it for every hiring cohort.
Does it track the ramp itself?
No, it is the intake layer; scoring and ramp progress reviews are covered by the related sales assessment templates in this category.
Can answers change later?
Collect a fresh submission at 30 days and compare — self-reported confidence moves are a useful retention signal.

Start the ramp before day one

Know exactly where each new rep begins — copy the onboarding sign-up and send it on offer day.