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New
Sales
Leader
Overview

Leading with Intention

Onboarding is not orientation. It is the moment we prove—clearly and decisively—that you made the right leadership decision. As a Sales Leader, you are not stepping into a role—you are taking ownership of results, culture, and standards. How we onboard leaders reflects how seriously we take performance, preparation, and people. We don’t “plug managers in and hope.” We launch leaders with clarity, confidence, and momentum.

 

Why This Matters

Sales leadership has no margin for uncertainty. Teams feel it immediately. When onboarding is intentional, leaders commit faster and more deeply, retention improves, and productivity accelerates. Prepared leaders lead decisively. Decisive leadership creates aligned, high-performing teams.

 

Our Philosophy

We are in the people business. That means: expectations are explicit, not assumed; systems support performance, not confusion, and; culture is demonstrated through behavior, not words. Trust starts here. Trust creates commitment. Commitment drives results.

What Success Looks Like

By Day 30:

  • Clear understanding of expectations, systems, and rhythm

  • Full visibility into KPIs and performance drivers

 

By Day 60:

  • Coaching cadence established

  • Accountability is consistent and visible

 

By Day 90:

  • Predictable performance

  • Leaders developing leaders

  • You are driving outcomes—not reacting to them

Preparation is Success

Great onboarding starts before Day One. Before you arrive:

  • Systems and technology are ready

  • Reporting and visibility are established

  • Priorities and expectations are aligned

You spend your first days leading and learning, not scrambling.

Culture Lives

with Leadership

Culture is not a slogan—it’s what you reinforce. As a Sales Manager:

  • Your behavior becomes the standard

  • Consistency builds trust

  • What you tolerate becomes acceptable

Teams rise to leadership, not posters.

High Support

High Accountability

You can expect:

  • Clear expectations

  • Access to leadership

  • Coaching without micromanagement

 

We expect:

  • Ownership

  • Preparation

  • Presence

  • Relentless improvement

The Commitment

You were hired to do more than manage numbers. You were hired to:

  • Build people

  • Drive disciplined execution

  • Protect the culture

  • Raise the bar every day

This is a leadership seat. Welcome to the standard.

REPOSITORY

New Sales Leader Resources

New Sales Leader Schedule: Weeks 1-2

PDF DOCUMENT

New Sales Leader Schedule: Weeks 5-10

PDF DOCUMENT

Creating a Memorable Sales Leader Onboarding Experience

POWERPOINT SLIDES

ServiceTitan 101: Dashboards Overview

VIDEO

ServiceTitan 101: Adaptive Capacity Setup

VIDEO

ServiceTitan 101: How to Sell a Change Order from the Office

VIDEO

ServiceTitan 101: Execution Guide for Sales Leaders

PDF DOCUMENT

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