Accelerate Onboarding of New Sellers

The process of onboarding of a new seller is traditionally slow and consumes a lot of time from managers and senior team members. Salescaling allows you to drastically speed up this process by creating a "greatest hits" library of your best sellers.

This lets new team members learn from real, excellent examples from day one, at their own pace.

Step-by-Step Guide: Create an "Onboarding Playlist"

Step 1: Identify your Top Performers Use the Global Analytics Dashboard to identify which users consistently have the highest Average AI Score. They will be your references for creating training material.

Step 2: Look for Their Best Moments Enter the Recording Explorer and filter by meetings of those top users. Look for recordings with high scores that correspond to the types of conversations the new seller will have (e.g., "Product Demos", "First qualification call").

Step 3: Create your "Masterplay Library" Review those high-quality recordings and create short, specific Clips for each key milestone in your sales process. Some examples of clips you can create are:

• "Example of how to open a cold call"

• "Template for how to present the value proposition"

• "Best example of handling the price objection"

• "Perfect close with clear next steps"

Step 4: Organize and Share the Content Go to the Playlists section and create a new list called, for example, "Onboarding Playlist." Add all the clips you have created in a logical order to guide learning. Finally, share this Playlist with new salespeople during their first week.

This resource becomes an asynchronous, highly valuable training tool they can consult whenever they need it.

To Learn More: Optimize your Onboarding Process. Now that you know how to use Salescaling to create training material, we invite you to read our blog post, where we share best practices to reduce the ramp-up time for new sellers.