Getting new sales reps up and running can be a slog. You’ve got high hopes, tight quotas, and not enough time to hand-hold every new hire. If you’re using Bloobirds, you’ve probably heard about its training features—but it’s not always clear what actually works, what’s just noise, and how to make this stuff stick. This guide is for sales managers, enablement folks, and anyone tired of reinventing the onboarding wheel.
Why Bother With Structured Onboarding?
Let’s be honest: Most reps forget half their training by week two. If you lean on “shadow a top performer and pick it up as you go,” you’re gambling with your pipeline. Good onboarding gives your reps a fighting chance (and keeps you from answering the same questions over and over).
Bloobirds’ training features can help, but only if you use them deliberately. Here’s how to set up onboarding that’s actually useful, not just a box-ticking exercise.
Step 1: Get Your Basics in Place Before Day One
Before you even invite your new reps to Bloobirds, nail down the essentials. The platform can’t fix disorganized processes or missing resources.
What you need first: - A clear sales playbook (even if it’s basic) - Up-to-date product info and value props - Defined ICP (ideal customer profile) and buyer personas - Sample call scripts, email templates, and objection responses
Pro tip: If your playbook is a mess, start small. Even a Google Doc with the barebones “this is how we do things” is better than nothing. Bloobirds can’t magically organize your content for you.
Step 2: Set Up Bloobirds Training Features for Your Team
Once your basics are ready, get into Bloobirds and prep the training environment.
a) Organize Playbooks and Templates
- Load your sales playbook: Upload or build your call scripts, emails, and objection-handling flows right in Bloobirds.
- Tag everything: Use clear labels (e.g., “Intro Call,” “Demo Request,” “Pricing Objection”) so reps can find what they need fast.
- Avoid clutter: Don’t dump every random pitch or outdated script—quality over quantity.
b) Build Guided Workflows
Bloobirds lets you guide new reps step by step through calls, emails, and follow-ups.
- Lay out the ideal call flow (greeting, discovery, pitch, close).
- Use prompts for key questions or talking points.
- Set up branching logic if you want reps to handle objections or qualify leads differently.
c) Upload Reference Materials
- Add cheat sheets, product one-pagers, or quick FAQ docs.
- Keep it simple—don’t expect reps to read a novel during onboarding.
d) Assign Training Tracks
Bloobirds lets you assign onboarding “tracks” or sequences to new reps. Group content by stage (Week 1: basics, Week 2: live calls, etc.) so nobody gets overwhelmed.
Step 3: Use “Live” Guided Selling for Real-World Practice
The best training happens on the job. Bloobirds’ real strength is guiding reps as they work—not just dumping info at them on day one.
How to use it: - When reps make calls, Bloobirds surfaces the right script, questions, and responses in real time. - Reps can click through objection handlers or see suggested next steps. - You see what’s working (and what’s ignored) in the call stats.
What actually helps: - Use the “guided selling” features for early calls, but don’t force reps to read every script word-for-word forever. Encourage adaptation once they’re comfortable. - Review how often reps follow the flows—if everyone’s skipping certain steps, ask why. Your process might need fixing.
What to skip: - Don’t overload every call with a dozen pop-ups or reminders. If the guidance is too intrusive, reps will tune it out.
Step 4: Track Progress—But Don’t Micromanage
Bloobirds gives you dashboards on who’s completed which training steps, which scripts are being used, and how reps are performing. This is useful, but don’t get obsessed with “100% completion.”
How to use it well: - Set minimums (e.g., every new rep completes the “Intro Call” script five times). - Check call recordings or notes to see if reps actually understand the material—not just that they clicked “next.” - Look for patterns: Are reps stumbling at the same objection? Is a particular template never used? That’s a red flag for your onboarding, not just the rep.
What not to do: - Don’t punish reps for going off-script if they find something that works better. Use the data to improve your playbook, not just enforce it.
Step 5: Build in Feedback Loops
Great onboarding isn’t one-and-done. Use Bloobirds to make the process a two-way street.
Tactics: - Have new reps flag confusing scripts or outdated info right in the platform. - Run short check-ins after week one and two: What’s working? What’s still unclear? - Update your playbooks and templates as you learn—don’t let them collect dust.
Pro tip: The best teams treat onboarding as a living thing. If a script gets ignored or a workflow’s confusing, fix it fast. Don’t wait for next quarter’s “training refresh.”
Step 6: Reinforce with Real Coaching and Peer Learning
No software replaces real feedback. Use Bloobirds’ call insights to focus your coaching where it matters.
- Review recorded calls with new reps—pick real examples from their pipeline, not just role-plays.
- Share call snippets or best practices inside your team chat or meetings.
- Encourage experienced reps to update or annotate scripts. The best insights come from the field, not HQ.
What to avoid: - Don’t make reps rewatch canned demo videos for the tenth time—focus on their own calls and real objections. - Skip generic quizzes that test rote memorization. Instead, ask new reps to explain your value prop in their own words.
What Actually Works (and What Doesn’t)
Worth your time: - Clear, accessible scripts and templates built right into Bloobirds’ guided selling tools - Real-time prompts for tricky moments (like objections or qualification) - Progress tracking so you know who needs help - Feedback loops to keep your training up to date
Time-wasters: - Overcomplicating onboarding with endless modules and checklists - Loading up every possible scenario “just in case” - Forcing reps to use every script verbatim forever
Ignore the hype about “automated onboarding.” Bloobirds makes things easier, but you still need to coach, review real calls, and tweak your process as your team grows.
Keep It Simple and Iterate
Onboarding with Bloobirds isn’t magic, but it’s a solid way to get new sales reps started faster—if you keep it focused and human. Start with the basics, use the platform’s guided workflows, and pay attention to what actually helps reps sell. Skip the fluff, update your materials as you go, and don’t be afraid to scrap what isn’t working. The best onboarding is the one that makes your life—and your reps’—simpler, not more complicated.