Accelerate New Sales Rep Onboarding

The process of onboarding a new salesperson 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 library of "greatest hits" from your best salespeople.

This allows new team members to 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 benchmarks for creating training materials.

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

Step 3: Create your "Master Plays 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"

• "Example of 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 sales reps during their first week.

This resource becomes a highly valuable asynchronous training tool that 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 materials, we invite you to read our blog article, where we share the best practices for reducing the learning time of new salespeople.