If you’re a sales enablement pro—or the person handed “training” because no one else would touch it—you know that traditional training usually gets ignored. People want answers right now, not in a three-hour webinar. That’s where just-in-time learning comes in: quick, focused modules that deliver what your team needs, exactly when they need it.
This guide will show you how to build and distribute these just-in-time learning modules using Saleshood—without the fluff. Whether you’re rolling out a new product, fixing a knowledge gap, or just trying to stop answering the same Slack question for the tenth time, this is for you.
Why Just-in-Time Learning Works (and Where It Doesn’t)
Before you dive in, let’s get real. Just-in-time learning is perfect for:
- Quick updates (like new features, pricing changes, objection handling)
- Onboarding “must-knows” (not the whole company history)
- Fixing gaps you spot in real time
But it’s not great for:
- Deep skills (negotiation, relationship building—those need coaching, not a 5-minute video)
- Compliance stuff (usually needs more tracking than a snack-sized module provides)
- Big, fuzzy concepts (culture, values, etc.)
Bottom line: Keep just-in-time learning short, specific, and immediately useful.
Step 1: Define the Real Problem (Don’t Start With Content)
Most mistakes happen right at the start. Before you open Saleshood, ask:
- What’s actually broken? (People can’t find the new pricing? Demos are off-script?)
- Who needs this? (New reps? Everyone? Just customer success?)
- What will look different if this works? (Fewer mistakes, faster ramp, shorter sales cycle?)
Write this down. If you can’t answer these questions, don’t make a module yet. Otherwise, you’re just making noise.
Pro Tip: Talk to a few reps. They’ll tell you what’s confusing right now. Don’t assume you know.
Step 2: Plan the Module (Keep It Stupidly Simple)
Once you know the goal, figure out the fastest way to cover it. For just-in-time learning, that usually means:
- 1-2 short videos (under 5 minutes each)
- 1 visual cheat sheet or quick reference
- A single quiz or knowledge check (not required, but helps reinforce)
Ignore: Fancy intros, music, or “gamification” features—unless your team genuinely loves that stuff (most don’t).
Focus on:
- The exact need (“How to log a new opportunity” beats “CRM Best Practices” every time)
- What reps should do after watching
Quick outline example: - Module: “Handling the New Pricing Objection” - Video 1: Pricing changes explained (2 min) - Video 2: Live objection-handling demo (3 min) - PDF: Quick objection responses - Quiz: 2 scenario questions
That’s it. Don’t overcomplicate it.
Step 3: Build the Module in Saleshood
Now, log in to Saleshood and set up your module. Here’s the honest workflow:
1. Create a New Learning Path or Huddle
- Learning Path is best for multi-part training or onboarding.
- Huddle is best for a single, focused topic (most just-in-time modules).
Most people overuse Learning Paths. For just-in-time stuff, stick with Huddles.
2. Add Your Content
- Video: Record using your webcam or upload a screen recording. Don’t stress about production value—clear audio and a friendly face are enough. If you fumble, leave it in (makes you relatable).
- You can record directly in Saleshood or upload from Loom, Zoom, etc.
- Documents: Upload your cheat sheet or reference doc as a PDF or image.
- Quiz: Add a couple of multiple-choice or scenario questions. Don’t make this a test—just check if they got the main point.
3. Sequence Your Content
Arrange the steps logically: 1. Watch the explainer video 2. Check the cheat sheet 3. Watch the demo (optional, but helps) 4. Take the quiz
Don’t force them through hoops. If your module takes more than 10 minutes, it’s too long.
Pro Tip: Use the “Required” toggle sparingly. Mandatory is fine for compliance; for everything else, make it easy for reps to dip in and out.
Step 4: Distribute It—Where People Actually See It
This is where most training fails: you launch a module, send one email, and wonder why no one uses it.
What works: - Share the module link in your team’s main Slack or Teams channel, not buried in email. - Pin it to your sales portal, CRM homepage, or wherever reps actually work. - Mention it in your weekly standup or pipeline call (“Hey, if you’re getting the new pricing objection, check out this 5-minute module.”)
What doesn’t: - Relying on Saleshood’s built-in email reminders alone. They’re usually ignored. - Forcing completion for “awareness” modules—unless you’re ready to chase people.
Optional: Use Saleshood’s “Assign” feature to push to a specific group, but don’t overuse this. Too many “assigned” modules = people stop paying attention.
Step 5: Track Results Without Losing Your Mind
You can spend hours slicing and dicing reports, but here’s what actually matters:
- Did people open it? (Look for “Started” and “Completed” stats)
- Did they pass the quiz? (If you included one)
- Are the mistakes you targeted happening less often? (Ask your managers or check the numbers)
If your module has 80%+ completion from the right audience, that’s a win for just-in-time stuff.
Ignore: “Engagement scores” or “badges earned.” Unless your team is into that, it’s a distraction.
Step 6: Iterate and Retire Old Stuff
Don’t let your just-in-time modules pile up. Every few months:
- Ask a few reps if the module is still useful or out of date.
- Update or delete anything that’s no longer relevant.
- Combine similar modules if things get cluttered.
If you’re feeling fancy, add a “Was this helpful?” poll at the end. But honestly, a quick DM to a few users is faster and gives you better feedback.
What to Skip (Common Traps)
- Making it perfect: A rough, timely video beats a polished, late one.
- Covering too much: One insight per module. Splitting up content is fine.
- Tracking everything: For just-in-time learning, you need “Did they see it?” and “Did it help?”—not a 20-page report.
- Assuming Saleshood does it all: It’s a tool, not magic. You still need to promote and prune your content.
Keep It Simple, Iterate Often
Just-in-time learning works when it’s short, specific, and easy to find—especially in tools like Saleshood. Don’t overthink it. Start small, solve real problems, and tune as you go. The best modules are the ones people actually use, not the ones that win design awards.
Now, go build your first module. And remember: if you’re tired of answering the same question, your team probably is too.