How I help / Run & grow it
Sales onboarding. A clear path from day one.
I design and improve the onboarding process that turns a new salesperson into an operational one: the access, information, training and responsibilities they need, in the right order and repeatable across teams.
Built on onboarding work at Vodafone Business that began in IoT
Sales onboarding, at a glance.
What it is
A clear route from the first day to selling: system access, accounts, tools, training and who to ask, in a sensible order.
Why it matters
New starters can focus on customers instead of chasing logins. Managers stop rebuilding the same checklist for every hire.
How I approach it
Follow real new joiners through the process, find the waits and handoffs, then make each step owned, documented and repeatable.
What happens after
Training, handover and follow-up are part of the job. A process people can maintain beats a perfect one nobody owns.
Why onboarding gets messy.
Onboarding touches many teams. Someone requests access, someone else sets up the CRM user, a manager assigns accounts and a trainer explains the tools. When nobody owns the whole route, new starters wait.
The fix is rarely one big system. It is a clear sequence, an owner for each step and a simple way to see what is still outstanding.
Every team does it differently
Local habits work until the process needs to scale. A shared core with clearly agreed local variations keeps it manageable.
Access arrives late
Systems, permissions and accounts depend on other teams. Mapping those dependencies shows what needs to start earlier.
Knowledge sits with one person
Documented steps and short training materials help the process survive holidays and handovers.
How I design it.
Map the current route
Follow recent joiners through the process. List the systems, approvals, people and information each step needs.
Agree owners and order
Decide who does what, in which sequence, and how the next person knows it is their turn.
Build the supporting tools
Checklists, request routes, CRM setup steps or simple automation, chosen to fit the systems already in place.
Train, hand over, improve
Introduce the process to the people using it, hand it to an owner and follow up with improvements.
Onboarding work at Vodafone Business.
At Vodafone Business, I designed and streamlined the sales operations onboarding process in IoT. It was subsequently adopted more widely across Vodafone Business, covering 2,300+ sales users.
The 2,300+ figure describes the reach of that onboarding rollout. My part covered process design, implementation, training, handover, follow-up and continued improvement.
A sensible place to start.
For one onboarding route, focused discovery maps the current steps and ends with a problem statement and solution plan, plus a clickable demo or technical proof when that helps.
When onboarding spans several business units or countries, a complex systems assessment is the better fit: it looks at the people, systems and dependencies across one agreed workstream. Current prices are under Engagements & pricing.
Focused discovery and assessmentsA useful next step
Where do new starters get stuck?
Walk me through what happens when someone joins your sales team. The first 30-minute conversation is free.
You’ll speak directly with me about the problem, the fit and a sensible next step.
Opens your email app with a few prompts.
hello@richardzoltantoth.com
Online meetings worldwide.
No VAT added — I’m not VAT registered.
View the full engagement terms.