IVEntrepreneurshipGuide

Hiring Your First Salesperson: Profile, Onboarding, Expectations

The first sales hire decides whether your business learns to sell without you. It works when role, profile, and onboarding are settled before the job ad appears.

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Photo: Bennie Bates / Unsplash

Key takeaways

  • Hire only once you can describe how you sell. The Hiring Readiness Check shows in seven points whether you are there.
  • Settle the role first: handling inquiries, winning new customers, or looking after existing ones. If you look for all of it at once, you will find nobody who can do it.
  • Onboarding has more effect than selection. In a field experiment, new salespeople with personally supported onboarding achieved about 23.5 percent higher sales than those in a centralized program.
  • Expect six to nine months until full performance, and agree on interim goals for activities before you measure by revenue.

Why is the first sales hire so delicate?

You have sold yourself so far, and it worked. Now inquiries are left waiting and you are looking for someone to take that off your hands. The hope is understandable: an experienced salesperson arrives, brings contacts, and delivers orders after a few weeks. It rarely goes that way.

The first sales position is more delicate than any later one, because there is nothing yet for the new person to hold on to. There is no colleague to show how it is done, no guide, and often no shared understanding of what a good customer is. The new employee is supposed to sell like you without knowing how you sell. Why many first hires fail because of this is described in the article on founder-led sales.

Research sees gaps here too. In an editorial, Alavi, Habel, and Vomberg (2024) note that the whole path of a salesperson through a company, from hiring through onboarding to retention, involves many challenges that academic research has long neglected. The question this article sets out to answer: how do you hire your first salesperson so that they are really selling after a few months? To answer it, we go through what is in your own hands, in order: timing, role, profile, selection, onboarding, and expectations.

When is your business ready? The Hiring Readiness Check

The right moment depends less on revenue than on whether there is something to hand over. The Hiring Readiness Check consists of seven statements. If one does not apply, it is a task to complete before the job ad.

  • I have repeatedly sold to the same kind of customer for the same reasons.
  • I can describe in writing which customers fit us and which do not.
  • There is a guide for the first meeting, even if it is only one page long.
  • There is a price range within which someone else would be allowed to decide.
  • More inquiries arrive than I can handle in time, or I know where additional ones will come from.
  • I can pay for the position for at least nine months without it paying for itself yet.
  • In the first three months I have several hours a week for onboarding.

The first four points concern the knowledge in your head. The guide Systematizing Founder-Led Sales shows how to get it onto paper. Whether the moment has come from the business's point of view can be checked with the five signs in the article Handing Over Sales.

What role should the first sales position have?

Salesperson is not a role, it is a collective term. Behind it are very different activities that attract different people. Which one you need follows from the place where orders are being lost in your business.

Three possible roles for the first sales position
RoleTaskFits when
Inside salesTake inquiries, sort them, set appointments, prepare proposals, and follow upenough inquiries arrive, but replies and follow-up are left undone
New businessApproach prospects actively, run first meetings, negotiate proposalstoo few inquiries arrive and the market has to be worked actively
Account managementTalk to existing customers regularly, develop repeat orders and extensionsa lot of revenue sits in existing customers nobody looks after

In many owner-run businesses, inside sales is the most sensible start. It closes the gap before the first meeting, it can be described well, and you continue to run the important conversations yourself for now. You can find out where your biggest gap lies with the bottleneck analysis in sales.

Anyone looking for an all-rounder for the first sales position is describing themselves and then wonders why nobody fits.

Job profile: experience or the ability to be shaped?

The most common question is whether the first hire must bring sales experience. Research does not give a simple answer. Bolander, Satornino, Allen, Hochstein, and Dugan (2020) followed at two US companies how the actual sales figures of newly hired salespeople develop: for 50 salespeople at a manufacturer of warehouse equipment over three years, and for 86 salespeople at a direct sales organization serving consumers over two years. Both companies showed the same pattern. Those who brought sales experience started higher but grew more slowly afterwards. Those who came without experience but with a university sales education started no better than other beginners and improved faster. At the second company, the manager's behavior was recorded as well. Appreciative feedback accelerated the development of inexperienced hires, while that effect was absent for experienced ones. The samples are small, both companies screen strictly, and the manager's behavior was rated by the salespeople themselves. What follows for you: experience buys a faster start and no lasting lead, and the decision cannot be separated from the question of how you support the person afterwards.

In practice it helps to split the profile into three groups. The first group the person has to bring. The second they learn with you. The third is pleasant but no reason for an offer.

Job profile for the first sales position, as a template
GroupExamplesHow you check it
Must be brought alongReliability in following up, clean writing, real interest in customers, willingness to work from a guideWork sample and questions about specific past behavior
Is learned with youProduct knowledge, customer profile, price range, your proceduresNot at all. That is what onboarding is for
Pleasant, not a criterionIndustry contacts, a winning manner in the interviewTake note, do not overrate

How do you select without being dazzled by presentation?

Salespeople are practiced at selling themselves. A pleasant interview therefore says little about the daily work. Tasks that resemble the later job are more reliable.

  1. Written work sample: Hand over a real, anonymized inquiry and ask for a reply by email. You see language, care, and whether questions are asked.
  2. Conversation from a guide: Play through a first meeting in which you take the customer's part. Watch whether the person asks first and offers second.
  3. Questions about past behavior: Have them describe a specific situation in which a proposal was open for weeks. What exactly was done?
  4. Handling numbers: Ask which numbers the person tracked themselves in their last job, and what for.
  5. Second opinion: Have another person from the business hold a short conversation and compare your impressions separately.

Keep the same tasks and the same scoring for all applicants. That makes the comparison fair and protects you from the impression of the last interview. Which questions are permitted in selection, and what can be regulated in the employment contract and the probationary period, are matters of employment law. Have them reviewed by a qualified professional in the individual case.

The 90-day plan: how do you onboard the new person?

Onboarding decides more than selection does. Wiseman, Ahearne, Hall, and Tirunillai (2022) were able to observe this in a natural field experiment at a retail firm with its own stores. After a first month of observation, new salespeople there went through either a centralized onboarding program at a training center or a decentralized one that combined standardized elements with personal support tailored to the individual. The analysis covered 326 newly hired salespeople in 44 sales districts, 185 of them in the centralized program. From the second to the ninth month, the study measured how much of their monthly sales quota each person attained. Salespeople from the decentralized program achieved approximately 23.5 percent higher sales performance. The advantage was larger when the manager supervised few employees, and it appeared for people transitioning from another job but hardly for those coming from school.

Two limitations belong here. The new salespeople could choose their program. The authors corrected for this self-selection statistically, but there was no random assignment. And it is the study of a single retail company with a high share of variable pay. It still supports what a small business can do best anyway: support people closely. A side finding is instructive too. The company itself assumed that a new salesperson needs about nine months to become suitably productive, and that with comparatively short sales processes in a store.

A second study shows the path through which onboarding works. Xie and Zong (2024) analyzed the records of 1,184 newly hired salespeople of a US pharmaceutical company operating in China over one year. Those who reacted positively to orientation training learned with more engagement and acquired more skills, and were more likely to stay with the company. The acquired skills also mediated the link to sales performance in the first year. Here too, the restriction to one company and one industry applies.

  1. Days 1 to 30: Understand

    The new person sits in on your conversations, reads the customer profile and the guide, and adds whatever is unclear to them. Goal: they can explain who a good customer is and why.

  2. Days 31 to 60: Lead with support

    They answer inquiries and run first meetings while you listen. After every conversation there are ten minutes of feedback on a single point.

  3. Days 61 to 90: Independent within limits

    They work alone within the price range. Once a week you go through the numbers and two specific conversations together.

What weekly support looks like after the first 90 days is described in the guide Leading a Sales Team.

Which expectations are realistic in the first months?

Most disappointments come from a yardstick applied too early. If you measure by revenue after three months, you are mainly measuring the length of your own sales cycle. If it takes eight weeks from inquiry to order in your business, a new employee can hardly show orders of their own in month three.

Incoming orders of a new salesperson relative to the later target value
  • Month 210%
  • Month 325%
  • Month 445%
  • Month 670%
  • Month 9100%

Worked example with freely chosen numbers for a business with a sales cycle of about eight weeks. Your curve depends on cycle, role, and onboarding.

Staged goals make more sense. In the first weeks you count activities the person controls themselves. Then interim results. Revenue only at the end.

Staged goals for the first nine months, as an example
PeriodWhat you measureExample
Months 1 to 2Knowledge and activitiesCan explain the customer profile; every inquiry answered within one business day
Months 3 to 4Interim resultsNumber of first meetings with an agreed next step; proposals followed up
Months 5 to 6First resultsClose rate relative to your own
Months 7 to 9ResultIncoming orders against the agreed target value

Worked example

Even after the ramp-up period it is worth looking at where effort goes. Peasley and Hochstein (2024) surveyed 200 salespeople from service companies who had been with their company for 18 to 24 months. For the year-over-year change in revenue, two kinds of effort mattered most: converting prospects into customers and growing existing customers. More prospecting alone therefore did not explain the increase. Which numbers to track for this is covered in the article on sales metrics for small and medium-sized businesses. How base salary and variable pay fit in is compared in the article on sales compensation.

The next step

Before you write an ad, take one week to clarify whether and for what you are hiring.

  1. Go through the Hiring Readiness Check and note every statement that does not apply.
  2. For the past four weeks, count where orders are lost: before the first meeting, in follow-up, or with existing customers.
  3. Decide on one of the three roles and write down the five most important tasks.
  4. Split the job profile into the three groups and strike everything from the first group that can be learned with you.
  5. Set aside a real inquiry as a work sample and write the 90-day plan in keywords on one page.

With these five documents you will write an ad that speaks to the right person and hold interviews in which both sides know what it is about.

The question at the outset was how to hire your first salesperson so that they are selling after a few months. The answer starts before the ad: only once you can describe how you sell and the role has been defined is the search worthwhile. After that, onboarding has a stronger effect than selection, and reaching full performance takes six to nine months rather than a few weeks.

Frequently asked questions

When should I hire my first salesperson?

When you have repeatedly sold to the same kind of customer, can describe your approach, and receive more inquiries than you handle in time. You also need the funds for at least nine months and time for onboarding. If the description is missing, it is too early.

Does the first salesperson need industry experience?

Not necessarily. In a longitudinal study by Bolander and colleagues (2020) at two US companies, experienced salespeople started higher but then improved more slowly than beginners. How the manager supported them changed the trajectory further. Reliability and willingness to work from a guide matter more than industry knowledge.

How long does it take for a new salesperson to bring in revenue?

That depends above all on your sales cycle. In this article's worked example the new person reaches about 70 percent after six months and the target value after nine. In the first months, measure activities and interim results, and revenue only after that.

What belongs in the onboarding of a salesperson?

A plan for the first 90 days in three parts: understand, lead with support, work independently within limits. It includes the customer profile, the conversation guide, the price range, and a fixed weekly review. A field experiment by Wiseman and colleagues (2022) speaks in favor of personally supported onboarding.

What role should the first sales position have?

The role that closes your biggest gap. If inquiries and proposals are left waiting, inside sales is the most sensible start. If too few inquiries arrive, you need new business. If a lot of unused revenue sits with existing customers, it is account management.

Sources

  1. Wiseman, P.; Ahearne, M.; Hall, Z.; Tirunillai, S. (2022): Onboarding Salespeople: Socialization Approaches. Journal of Marketing, 86(6), 13-31.
  2. Xie, D.; Zong, Z. (2024): How orientation training socializes newcomers: The mediating role of learning in reducing turnover and boosting performance among new salespersons. International Journal of Training & Development, 28(3), 255-274.
  3. Bolander, W.; Satornino, C. B.; Allen, A. M.; Hochstein, B.; Dugan, R. (2020): Whom to hire and how to coach them: a longitudinal analysis of newly hired salesperson performance. Journal of Personal Selling & Sales Management, 40(2), 78-94.
  4. Peasley, M. C.; Hochstein, B. (2024): The early-tenure salesperson: sales effort and sales growth during the ramp-up period. Journal of Personal Selling & Sales Management, 44(3), 219-236.
  5. Alavi, S.; Habel, J.; Vomberg, A. (2024): Salesperson lifecycle management: Challenges and research priorities. Journal of Personal Selling & Sales Management, 44(3), 209-218.

All sources in the knowledge base

Note. This article is not legal advice. Questions about selection procedures, employment contracts, probationary periods, and pay are subject to employment law, which differs by country, and should be reviewed by a qualified professional in the individual case.

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