onboarding-plan

onboarding-plan is a command for Claude Code from jbalbu01/sales-enablement-plugin. It costs 19 tokens per session (2,018 once invoked), scanned A, original, MIT.

A command that creates a structured training and ramp-up plan for a new sales representative, from the first day through full role readiness.

In plain words
What is it for?
Use it to plan onboarding for roles such as account executive or sales development representative.
Why use it?
It replaces an improvised onboarding process with a schedule of training, practice, assessments, milestones, and manager support.

Command for Claude Code

Written for Claude Code: argument-hint in frontmatter.

Part of the sales-enablement plugin — 18 skills, 7 commands, 10 MCP servers shipped together

Good fit Use it to plan onboarding for roles such as account executive or sales development representative.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/jbalbu01/sales-enablement-plugin/onboarding-plan
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/jbalbu01/sales-enablement-plugin

Made for: Claude Code.

Or install sales-enablement, the plugin that ships this one along with the rest of its 18 skills, 7 commands, 10 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for onboarding-plan

README.md
[![agentmods](https://agentmods.dev/badge/commands/jbalbu01/sales-enablement-plugin/onboarding-plan.svg)](https://agentmods.dev/commands/jbalbu01/sales-enablement-plugin/onboarding-plan)
Your own site
<a href="https://agentmods.dev/commands/jbalbu01/sales-enablement-plugin/onboarding-plan"><img src="https://agentmods.dev/badge/commands/jbalbu01/sales-enablement-plugin/onboarding-plan.svg" alt="Measured on agentmods" height="20"></a>
Per session 19 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 2,018 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00019 $0.02018
Opus 5 $0.00010 $0.01009
Sonnet 5 $0.00004 $0.00404
Haiku 4.5 $0.00002 $0.00202

Measured 8d ago against content hash 5a97148630c2, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

onboarding-plan scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

commands/onboarding-plan.md · 243 lines

How it starts

The opening of the file, as written. The whole thing — 243 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/onboarding-plan

Create a comprehensive onboarding curriculum for new sales hires. Covers everything from day 1 through full ramp, with training modules, practice exercises, certification gates, and milestone targets.

Usage

/onboarding-plan

Optionally specify the role: /onboarding-plan AE or /onboarding-plan SDR


How It Works

┌─────────────────────────────────────────────────────────────────┐
│                    ONBOARDING PLAN                                 │
├─────────────────────────────────────────────────────────────────┤
│  STANDALONE (always works)                                        │
│  ✓ Role-specific onboarding curriculum                           │
│  ✓ Week-by-week schedule with daily activities                   │
│  ✓ Training modules: product, process, skills, tools             │
│  ✓ Certification checkpoints and assessments                     │
│  ✓ Ramp targets and milestone expectations                       │
│  ✓ Manager coaching guide for the onboarding period              │
│  ✓ Self-assessment tools for the new hire                        │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + Knowledge base: Link to existing training docs and wikis      │
│  + CRM: Set up dashboards and pipeline targets                   │
│  + Calendar: Schedule training sessions and check-ins            │
└─────────────────────────────────────────────────────────────────┘

What I Need From You

  1. Role — AE, SDR/BDR, Sales Engineer, Sales Manager
  2. Your product — What you sell, complexity level, typical deal size
  3. Sales cycle — Average length and key stages
  4. Expected ramp time — How long until full productivity (30/60/90 days?)
  5. Existing resources — What training content already exists?
  6. Team context — Team size, who mentors new hires, available coaching time

Output

# Onboarding Plan: [Role] at [Company]

**Role:** [AE / SDR / SE / Manager]
**Ramp Period:** [X days/months]
**Prepared:** [Date]
**Manager:** [Name if provided]

---

## Ramp Milestones

| Milestone | Target Date | Criteria | Assessment |
|-----------|------------|----------|------------|
| Day 1-5 | Week 1 | Complete orientation, access all tools | Checklist |
| Day 30 | Month 1 | [Specific capability milestone] | [How assessed] |
| Day 60 | Month 2 | [Capability milestone] | [Assessment] |
| Day 90 | Month 3 | [Full productivity milestone] | [Assessment] |

**Full Ramp Definition:** [What "fully ramped" means in measurable terms — quota attainment %, pipeline generation, etc.]

---

## Week 1: Foundation

### Day 1 — Welcome & Setup
- [ ] Complete HR onboarding and tool access
- [ ] Meet manager, buddy/mentor, and team
- [ ] Access CRM, email, communication tools
- [ ] Read: Company overview and product positioning
- [ ] Read: Sales team handbook / norms

### Day 2 — Product Deep Dive
- [ ] Product overview training (what it does, who it's for)
- [ ] Watch 2 recorded demos
- [ ] Create your first test account / sandbox
- [ ] Read: [Playbook — Product section]

### Day 3 — Market & Customer
- [ ] ICP and buyer persona review
- [ ] Listen to 3 recorded customer calls
- [ ] Study: Top 3 customer case studies
- [ ] Read: [Playbook — ICP and Personas section]

### Day 4 — Sales Process & Methodology
- [ ] Sales process walkthrough (stages, activities, exit criteria)
- [ ] CRM training (how to log, update, forecast)
- [ ] Read: [Playbook — Sales Process section]
- [ ] Qualification framework training (MEDDIC/BANT)

### Day 5 — Competition & Positioning
- [ ] Competitive landscape overview
- [ ] Review top 3 battle cards
- [ ] Value proposition practice (elevator pitch)
- [ ] End-of-week check-in with manager

---

## Week 2: Skill Building

### Discovery
- [ ] Discovery framework training (SPIN methodology)
- [ ] Study discovery question bank
- [ ] Listen to 3 strong discovery calls
- [ ] Role-play: Discovery with manager or buddy
- [ ] Practice: Use the `discovery-guide` skill for call prep

### Objection Handling
- [ ] Study top 10 common objections and responses
- [ ] Role-play: Handle each objection with a partner
- [ ] Practice: Use the `objection-handling` skill in practice mode

### Demo / Presentation
- [ ] Watch 2 recorded demos
- [ ] Deliver first practice demo to manager
- [ ] Get feedback and iterate
- [ ] Deliver second practice demo

---

## Week 3-4: Supervised Practice

- [ ] Shadow 5+ live calls with experienced reps
- [ ] Take notes using the deal review framework
- [ ] Lead first discovery call (manager observes)
- [ ] Lead first demo (manager observes)
- [ ] Debrief each call using the `sales-coaching` skill
- [ ] Begin building personal pipeline
- [ ] First pipeline review with manager

### 30-Day Certification
- [ ] Deliver a full demo to a panel (manager + peers)
- [ ] Pass product knowledge quiz
- [ ] Complete objection handling role-play assessment
- [ ] Demonstrate CRM proficiency
- [ ] Hit: [30-day pipeline or activity target]

---

## Month 2: Building Momentum

### Week 5-6
- [ ] Running discovery independently (weekly call review)
- [ ] First proposal created (use `proposal-builder` skill)
- [ ] Building pipeline to [target]
- [ ] Advanced product training (edge cases, integrations)
- [ ] Negotiation basics training

### Week 7-8
- [ ] Managing 3+ active deals independently
- [ ] First competitive deal (use `battle-cards` skill)
- [ ] Building ROI analysis for a real prospect (use `roi-calculator`)
- [ ] Mid-ramp check-in with manager and skip-level

### 60-Day Checkpoint
- [ ] Active pipeline at [target amount]
- [ ] [X] deals at proposal stage or beyond
- [ ] Delivering demos without assistance
- [ ] Handling objections effectively (manager assessment)
- [ ] Using CRM properly (data quality check)

---

## Month 3: Full Ramp

### Week 9-12
- [ ] Full quota accountability begins
- [ ] Independent deal management with weekly check-ins
- [ ] Advanced skills: multi-threading, executive selling, negotiation
- [ ] Win/loss review on first closed/lost deals
- [ ] Peer coaching — help shadow newer hires

### 90-Day Certification
- [ ] Pipeline at [X]% of quota coverage
- [ ] [X] deals closed or in final negotiation
- [ ] Manager confidence rating: Ready for independence
- [ ] Complete self-assessment and development plan

---

## Manager Coaching Guide

### Weekly 1:1 Structure During Onboarding

| Time | Topic | Purpose |
|------|-------|---------|
| 5 min | Check-in | How are you feeling? What's confusing? |
| 15 min | Call review | Review one call together, specific feedback |
| 10 min | Pipeline review | Assess deal quality and next steps |
| 10 min | Skill focus | Practice one specific skill |
| 5 min | Action items | Clear next steps for both parties |

### Coaching Principles During Ramp
1. **More coaching, less telling** — Ask "what do you think?" before giving answers
2. **One thing at a time** — Don't overwhelm with feedback. Pick the highest-leverage skill to work on each week.
3. **Celebrate progress** — Acknowledge improvements, even small ones
4. **Normalize struggle** — Ramp is hard. Make it safe to make mistakes.

---

## Self-Assessment Tool

New hire self-assessment at 30/60/90 days:

| Skill | 1 (Struggling) | 2 (Learning) | 3 (Competent) | 4 (Confident) | 5 (Teaching Others) |
|-------|----------------|--------------|---------------|----------------|---------------------|
| Product knowledge | ○ | ○ | ○ | ○ | ○ |
| Discovery | ○ | ○ | ○ | ○ | ○ |
| Demo/presentation | ○ | ○ | ○ | ○ | ○ |
| Objection handling | ○ | ○ | ○ | ○ | ○ |
| Pipeline management | ○ | ○ | ○ | ○ | ○ |
| Competitive knowledge | ○ | ○ | ○ | ○ | ○ |
| CRM proficiency | ○ | ○ | ○ | ○ | ○ |
| Time management | ○ | ○ | ○ | ○ | ○ |

Read the full file on GitHub · 243 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 243 lines · 19 tokens per session scan A 5a97148630c2

Subscribe to this mod's changes

onboarding-plan is a command published in the GitHub repository jbalbu01/sales-enablement-plugin (14 stars, last pushed 6mo ago), licensed MIT. It adds 19 tokens to every session and 2,018 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.