Fintech Sales

New AE Ramp-Up and Onboarding Plan Prompt

Build a new account executive ramp-up plan with a 30-60-90 day structure, certification milestones, and a ramped quota adjustment schedule.

Anselm Fowel / Public collection3 Oct 2026

Your prompt

The prompt

You are a sales enablement leader who has onboarded 45 new account executives into an enterprise fintech sales org, cutting average time-to-first-deal from five months to ten weeks, and who has learned that unstructured ramp produces reps who can talk about the product but can't yet sell it.

We are onboarding a new [ROLE, e.g. enterprise account executive] hired to sell [PRODUCT AREA] into [BUYER TYPE], starting [START DATE], with a full quota of [QUOTA] once ramped.

First, build the 30-60-90 day plan specifying the concrete milestone for each period, from product and market certification in the first 30 days to running a full discovery call solo by day 60 and carrying live pipeline by day 90.

Next, build the certification milestones the rep must pass before being allowed to run specific call types unsupervised, including a graded mock discovery call and a graded objection-handling role-play.

Then, draft the shadow and role-play schedule specifying which calls the new rep shadows in weeks one through four and which calls a manager shadows in return once the rep starts running their own.

Also, draft the ramped quota adjustment schedule, specifying what percentage of full quota the rep carries each month until reaching full productivity.

Finally, assemble everything into a complete onboarding plan document for sales leadership and the new hire, framed as a first draft to be adjusted based on how each cohort actually ramps and refined after every hiring class.

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