Managers see who finished each lesson, who practiced and who is ready for live calls. Coaching and sign-off stay with people.
A day-by-day path
Every new hire follows the same path: lessons, readings, shadowing tasks and practice calls, with progress tracked. Different roles can have different paths.
- Lessons and readings by day
- Shadowing with sign-off
- Product and process quizzes
- Practice calls and scripts
Your recordings, organized
Your best calls and trainings are organized by topic and stage of the sale, so reps find the clip they need in seconds.
- 1 Rep hired
- 2 Lessons assigned
- 3 Practice completed
- 4 Manager signs off
- 5 First live call
Call practice, including AI
Reps practice with a manager or an optional AI roleplay partner. Managers review recordings and sign off on readiness.
TodayWith sales training & onboarding software
✕Onboarding depends on who you shadow
✓One path for every hire
✕Training files scattered
✓Organized library
✕Live calls before readiness
✓Checkpoint first
Connected to the rest of sales
Training progress can sit beside activity in the CRM, so managers see both.
The system handles
- Assigning lessons
- Tracking progress
- Reminding reps and managers
Your people decide
- Coaching
- Sign-off on readiness
- Updating the playbook
