Managers see who is ready to sell and where each rep needs coaching.
Onboarding paths by role
New reps follow a path for their role, with lessons, product knowledge, scripts and quizzes in the order they need them.
- Lessons and videos
- Product and pricing knowledge
- Scripts and objection handling
- Quizzes and certifications
Call and role-play reviews
Reps submit recorded calls or role-plays. Managers score them against your rubric and leave notes on the exact moment.
- 1 Rep hired
- 2 Lessons assigned
- 3 Practice completed
- 4 Manager signs off
- 5 First live call
Linked to results
Training progress sits next to activity and results from the CRM, so coaching targets the skills that move deals.
✕Shared folders and ride-alongs
✓Structured paths by role
✕Coaching by memory
✓Scored reviews with notes
✕Readiness guessed
✓Certifications tracked
The system handles
- Assigning lessons
- Tracking progress
- Reminding reps and managers
Your people decide
- Coaching
- Sign-off on readiness
- Updating the playbook
