A huge part of onboarding and training comes down to one thing: having your reps see what good looks like.
Not read about it in a playbook. Not hear it described at kickoff. See it live, in the actual motion, close enough to notice how the person handled the moment it could have gone sideways.
Most orgs agree with that in principle. Then they leave the execution to chance.
"Good" is not one person
Here's where the default instinct goes wrong. The reflex is to point a new hire at the top of the leaderboard and call it a program. But nobody is elite across the entire cycle.
Go stage by stage and ask the question honestly:
- Cold calling: who is the best cold caller on the team?
- Discovery: who runs the most disciplined qualification conversation?
- Mutual action plans: who actually builds one and holds the buyer to it?
- Consensus building: who is best at multi-threading and getting a room aligned?
- Negotiation: who protects price and terms without stalling the deal?
- Customer onboarding: who sets up a new account so it renews?
- Upsell and renewal: who navigates expansion and renewal conversations best?
Seven questions, and in most orgs you'll write down five or six different names. That's the point. The rep who runs the most disciplined discovery is rarely the one you'd want a new hire modeling on a renewal call.
Notice the list doesn't stop at closed-won. Post-sale is where a lot of teams quietly have no defined standard at all. Nobody has ever asked who runs the best expansion conversation, so nobody is shadowing it.
Build the Rolodex
Once you've answered those questions you have something valuable: a Rolodex of the people in your org, indexed by what they're excellent at.
Then use it. Point your reps explicitly at who they should follow, and for what. Not "go sit with the team this week." Go listen to this person's cold calls, specifically, because they're the best on the team at it.
Every assignment should name three things: who, which part of the cycle, and what to listen for. A rep who knows they're studying one specific move will hear it. A rep told to generally observe comes back and says it was great.
If you don't point, they'll pick
This is the part worth being blunt about. If you don't direct it, shadowing still happens. You just don't control the curriculum.
Left alone, a new rep attaches to whoever they think they should follow, and the signal they use is almost always recency: who had a great week. Maybe that person had a genuinely great week built on genuinely great habits. Maybe they got lucky on a deal that was already eighty percent closed when it landed on their desk. The new rep can't tell the difference. They're twelve days in.
So they copy what they see, and now you're scaling bad habits at ramp speed, before anyone notices there's a standard to correct back to.
You have to be critically intentional about whom you point your reps to go model behavior after. That isn't a soft cultural nicety. It's the difference between compounding your best practices and compounding your worst.
Seeing it once isn't enough
Repetition is the mother of learning. That's an expression we lean on at Specter Sales Solutions, and one I picked up from Zig Ziglar.
A rep who watches one great discovery call has seen an anecdote. A rep who watches twelve has seen a pattern, and patterns are what actually transfer. The first time through they're watching the mechanics. By the fifth they're noticing the choices. By the tenth they can predict what the good rep is about to do, which is when it starts to become theirs.
So shadowing can't be a week-one checkbox that closes. Rinse and repeat. Build it into the rhythm of the team instead of the onboarding calendar, and keep your senior reps inside it. A rep three years in who hasn't watched anyone else sell is running on assumptions the market has already moved past.
There is no such thing as over-communication
The same logic applies above the individual rep, to the things you'd swear the team already knows:
- Your sales message
- Your customer success stories
- Your differentiators
There's no such thing as over-communicating these. The moment a leader starts to feel tired of repeating them is usually right about when the newest third of the team is hearing them clearly for the first time. Your own fatigue tells you nothing about whether your team has absorbed it.
The through-line
Two moves, and they only work together.
Know who's excellent at what, and point your reps at them on purpose. Then do it enough times that it sticks.
The leaders who scale a team well aren't necessarily the best sellers in the room. They're the ones who can name what good looks like at every stage of the cycle, find it wherever it already lives on the team, and put their people in front of it on purpose, more than once.
Hear it live
Hear Colin speak about this on a recent sales panel. Ninety seconds on why who your reps shadow decides what they think good is.
Watch the clip
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Book a 30-min callFrequently asked questions
Should new sales reps shadow the top performer?
Not by default. Top-of-leaderboard performance is often built on tenure, an inherited book, or a personality that doesn't transfer. More importantly, nobody is elite across the whole cycle. The better approach is to identify who is best at each stage separately (cold calling, discovery, mutual action plans, consensus building, negotiation, onboarding, renewals) and assign shadowing by stage rather than by person.
How do you decide who new reps should shadow?
Build a Rolodex of your org indexed by competency. Go stage by stage through the sales cycle and name the person who is genuinely best at each one, using call recordings and data rather than reputation. Then assign shadowing explicitly: name who, which part of the cycle, and what the rep should be listening for.
What happens if you don't assign who reps shadow?
Shadowing happens anyway, you just don't control it. New reps attach to whoever they think they should follow, and the signal they use is usually recency: whoever had a good week. If that week was luck rather than habit, the new rep can't tell the difference, and you end up scaling bad habits at ramp speed.
How long should sales shadowing last?
Longer than onboarding. Watching one great call is an anecdote; watching a dozen is a pattern, and patterns are what actually transfer. Shadowing should be a recurring rhythm on the team rather than a week-one checkbox, and senior reps should stay inside it, not just new hires.
What should a rep look for when shadowing a call?
One specific thing, named in advance. A rep sent to generally observe will report back that it was great and change nothing. A rep told to watch how the seller handles the "we already have a solution" objection will hear it, and can debrief on what they'd steal and what wouldn't work in their own voice. The Objection Handling Worksheet is a useful frame for that debrief.
Hiring the right people is upstream of all of this: the six competencies that separate hunters from order takers are in the How to Hire Elite Outbound Sales Professionals field guide. Once the team is in seat, Territory Planning: Early-Stage vs. Scaling Past 10 Reps covers how the model has to change as you grow. And if you want a working session on building the shadowing program for your own team, book time directly with Colin.