We The Sales Engineers: A Resource for Sales Engineers, by Sales Engineers

#274 What Most Sales Engineer Leaders Agree as Best Onboarding Practices

Jul 17, 2023
Join Brian Geery, a sales engineering leader and researcher, as he shares insights on optimizing onboarding for sales engineers. Discover the transformative power of mentorship, from fostering tribal knowledge to enhancing management skills. Brian also dives into gamifying the onboarding process with competitions and scores, making training more engaging. They discuss key strategies for defining ideal candidate qualifications, the importance of demo training, and the value of feedback systems to ensure new hires succeed.
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ADVICE

Formalize The Mentor Role

  • Write a mentor position description and set clear expectations before assigning mentors.
  • Meet manager, mentor and mentee to agree on responsibilities and follow up regularly.
ANECDOTE

Mentorship Often Fails In Practice

  • Ramzi and Brian share failed mentor experiences where mentors were unprepared or misaligned.
  • These stories show mentorship often becomes a checkbox without training or clear incentives.
ADVICE

Make Onboarding A Game

  • Gamify onboarding with friendly competitions, demo-offs, scorecards and prizes to boost engagement.
  • Use scoring criteria like solved business challenges and stakeholder engagement to judge demos.
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