Selling for Experts

Your First Week in a Selling Role

Practical guidance for experts and career changers stepping into a selling role, focused on what to learn and which habits to build in week one.

By Shawn Hamilton · · 4 min read

Starting a selling role is unsettling, especially if you came from somewhere else: engineering, operations, service, teaching, the military. You know your field, but you may not know how to sell. The first week sets habits that last, so it is worth approaching on purpose. These new salesperson tips are written for people who bring real expertise into sales and want to start well without pretending to be someone they’re not.

My own move into sales came after twelve years in the Army, when I joined American Family Insurance. I’ve since watched many people make similar transitions, and I’ve taught students preparing for them. The patterns of a good start are consistent.

Remember why they hired you

If you came from a technical or professional background, your employer likely hired you because of it. Your knowledge of the customer’s world is an asset. Many new sellers feel they need to adopt a sales persona, and they become less credible in the process.

Your first week is a good time to decide that you’ll sell as yourself: curious, knowledgeable, and honest. The selling skills can be learned. The credibility you already have is harder to build. I’ve written more about this in you’re already in sales: a note to engineers, clinicians, and consultants.

What to learn in week one

You won’t master everything in a week, and nobody expects you to. Focus your learning on three areas.

The customer. - Who are your best customers, and why do they buy from you? - What problems do they bring to the company most often? - Who are the main competitors, and how do customers compare you?

The offering. - What does your product or service do especially well, and where are its limits? - What questions do customers typically ask before buying? - How does pricing work, and who approves exceptions?

The organization. - Who in service, engineering, operations, and marketing will you rely on? - How do orders, quotes, and handoffs actually move through the company? - What does your manager consider a successful first month?

Write down what you learn. Your notes from week one will be useful for months, and the questions you couldn’t answer become a ready agenda for your next conversation with your manager.

Meet the people who make you successful

Sellers depend on colleagues more than most people realize. Use your first week to introduce yourself to the people in customer service, applications or engineering, operations, and marketing who will support your customers. Ask them what good salespeople do that makes their jobs easier, and what poor ones do that makes it harder. You’ll learn a lot, and you’ll start those relationships on the right foot.

If you can, ask to sit in on calls or ride along with an experienced seller. Watching how a good conversation unfolds is worth more than any training slide.

Build the habits early

The habits you form in week one tend to stick. A few worth establishing immediately:

  1. Keep your CRM current from day one. It’s far easier to build the habit than to catch up later.
  2. Block time for prospecting and preparation. If your calendar fills with internal meetings, customer work disappears.
  3. Follow through on every small commitment. Reliability is how new sellers earn trust quickly.
  4. Reflect at the end of each day. Note one thing you learned and one question you still have.
  5. Practice deliberately. Rehearse how you’ll introduce yourself and open a conversation. Anders Ericsson’s work on deliberate practice reminds us that focused rehearsal with feedback builds skill faster than experience alone.

Your first week will include moments where you feel out of your depth. That is normal. Carol Dweck’s research on growth mindset is useful here: treating difficulty as a sign you are learning, rather than a sign you don’t belong, keeps you moving forward. For more on that mindset, see a growth mindset for people who hate selling.

Takeaways: new salesperson tips for week one

The first week is about learning, relationships, and habits more than results.

  • Lead with your expertise and curiosity rather than adopting a sales persona that doesn’t fit you.
  • Spend the week learning the customer, the offering, and the people you’ll rely on, and keep notes.
  • Set your core habits now: current CRM, protected prospecting time, and follow-through on every promise.

Among all the new salesperson tips I could offer, this is the simplest: be useful, be honest, and keep learning. The rest builds from there.

Want this topic at your next event? Shawn delivers keynotes and workshops on sales leadership and selling with integrity.

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