Hiring new sales reps is tough, but getting them productive fast? That’s the real headache. If you’ve ever watched a new hire stare blankly at your CRM, you know the pain. This guide is for sales leaders, enablement folks, or anyone who has to get reps up to speed without weeks of hand-holding. We’ll walk through how to use Dealcoachpro training features to actually move the needle—without wasting time on fluff.
Step 1: Set Realistic Onboarding Goals (Don’t Aim for Perfection)
Before you dump every training module on your new reps, stop. What do they actually need to do in week one? If your onboarding goal is “become a quota-crushing machine,” dial it back.
Focus on: - Logging into the tools - Understanding your sales stages/process - Running a basic demo or call (even if they fumble)
Write down 3-5 specific outcomes—like “rep can add a deal in Dealcoachpro and explain our ICP.” That’s your north star. Don’t get sidetracked by nice-to-haves.
Pro Tip: If your onboarding checklist is longer than one page, it’s too much. Ruthlessly prioritize.
Step 2: Organize the Dealcoachpro Training Content (Cut the Fluff)
Dealcoachpro has a bunch of training features—playbooks, microlearning modules, interactive guides. Some are gold; some are just... there.
Start by mapping the content to your goals: - Playbooks: Use these for big-picture stuff (your sales process, qualification criteria). - Microlearning Modules: Great for bite-sized how-tos (logging activities, updating deal stages). - Interactive Guides: Perfect for “do this now” training (create a new deal, fill out fields).
What to skip (for now): - Deep-dive competitive battlecards - Advanced reporting tutorials - Anything labeled “coming soon” or “beta”—don’t experiment on new hires
Pro Tip: Watch a new rep go through the content. If they get stuck, that’s a red flag. Cut or fix that section.
Step 3: Build a Guided Onboarding Path in Dealcoachpro
Now, string it all together. Use Dealcoachpro’s training tools to create a logical, step-by-step onboarding flow.
How to Do This:
- Start with a Welcome Module: Brief, clear, and focused on “here’s what you’ll be able to do by the end.”
- Order Modules by Need-to-Know: Put the must-have stuff first (navigating the platform, adding deals), followed by nice-to-haves.
- Set Up Checkpoints: After each module, add a quick quiz or task—nothing fancy, just enough to make sure they’re not clicking Next blindly.
- Assign a Real-World Exercise: “Add a test deal for your own name and move it through the pipeline” is way more useful than a 20-question quiz.
Avoid: Making them watch hour-long webinars. No one is retaining that.
Step 4: Get Managers Involved (But Don’t Make It Their Full-Time Job)
The best onboarding happens when managers check in—not when they have to build the whole thing themselves.
How to use Dealcoachpro here: - Assign onboarding paths: Let the platform handle the reminders and progress tracking. - Ask managers to review one real deal: Have them check the test deal the rep created. Feedback should be specific—skip the “nice job!” and point to what’s missing. - Short 1:1 check-ins: Weekly, 15 minutes, focused on “what’s still unclear?”
What to avoid: Managers creating custom training for every new rep. Standardize most of it, then personalize where it counts.
Pro Tip: If you’re not sure where reps are getting stuck, run an anonymous poll. Sometimes what’s “obvious” to veterans is a brick wall for new folks.
Step 5: Use Dealcoachpro Analytics to Spot Gaps Early
Dealcoachpro tracks who’s completed which modules, but don’t just look for 100% completion. Completion isn’t the same as understanding.
What to actually pay attention to: - Where reps drop off: If everyone gets stuck on “Updating Deal Stage,” that module needs work. - Quiz results: If scores are low, simplify the lesson or provide more real-life examples. - Time spent per module: If it takes 30 minutes to finish a 3-minute video, something’s wrong.
Ignore: Vanity metrics like “total training hours.” What matters is usable skill, not seat time.
Step 6: Skip the “One and Done”—Iterate Fast
Onboarding isn’t a set-it-and-forget-it deal. Use feedback and analytics to keep improving.
- After each onboarding round, ask new reps what was helpful and what was confusing.
- Update modules in Dealcoachpro: Don’t wait for quarterly reviews. Fix broken steps or confusing language right away.
- Remove outdated content: If a product feature changes, kill or update the lesson. Outdated info is worse than none.
Pro Tip: Keep a running doc of “stuff that tripped people up.” That’s your fix list for next time.
Step 7: Get New Reps Selling ASAP
Don’t keep reps in training limbo. The best learning is doing.
- Have them shadow a real call in week one.
- Assign a “buddy” (even virtually) for quick Slack questions.
- Let them handle low-stakes tasks: prospecting, updating deals, or prepping call notes.
What to avoid: Waiting until they’ve “mastered” the product before letting them touch anything. You don’t want perfection; you want momentum.
What Actually Works (and What Doesn’t)
Works: - Bite-sized, practical training inside Dealcoachpro - Real-world tasks, not endless quizzes - Quick feedback loops from managers
Doesn’t Work: - Overloading reps with every possible resource - Relying on video lectures for everything - Assuming “completed” means “ready”
Ignore: - Shiny features you don’t use yourself - Anything that takes longer to set up than to save you time
Wrapping Up: Keep It Simple, Iterate Often
Onboarding is never perfect, and that’s fine. The goal is to get new reps comfortable and productive—fast. Use Dealcoachpro’s training features as a tool, not a crutch. Prioritize what matters, skip the noise, and keep tweaking your process based on real feedback. The simpler your onboarding is, the faster your reps will actually start selling. And at the end of the day, that’s the only metric that counts.