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Sales Representative Roadmap

How to become a Sales Representative, phase by phase: what you do in each one, how long it takes, and the proof that shows you're done.

5 phases11–23 months15 resources

The road, phase by phase

  1. Phase 1: Learning Sales Fundamentals

    3–6 weeks

    Studying core selling methods like prospecting, discovery questioning, objection handling and closing, and learning how CRMs and sales pipelines work. By the end, the person can explain a sales cycle and has practiced a pitch out loud.

    You're done when you can show

    A recorded mock discovery call or a completed intro sales course certificate.

    Resources

  2. Phase 4: Ramping on Product and Pipeline

    2–4 months

    Learning the company's product, ideal customer, playbook and CRM, then running high-volume outbound calls and emails to book meetings while being coached. By the end, the person consistently hits activity and meeting targets without hand-holding.

    You're done when you can show

    A CRM dashboard screenshot showing monthly activity and meeting targets met.

    Resources

  3. Phase 5: Hitting Quota Consistently

    6–12 months

    Owning a pipeline end to end, running discovery, demos and negotiations, forecasting accurately and closing deals against a quota. This proves the person is a reliable, revenue-producing rep.

    You're done when you can show

    A quota attainment report showing 100%+ for at least two consecutive quarters.

    Resources

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