Hiring new sales reps is hard enough. Training them shouldn’t be a slow-motion disaster. If you’re tired of repeating the same Zoom monologues, or watching new hires drown in generic PDFs, this guide is for you.
We’ll walk through using Tldv—a tool that records, transcribes, and organizes your calls—to build a smarter, less painful onboarding process for sales teams. You’ll spend less time hand-holding, and reps will actually remember what you show them.
Let’s cut to the chase.
Why Bother? (And What to Ignore)
Most onboarding is a mess of outdated decks, long-winded calls, and scattered Slack messages. People forget half of what they hear, and you end up answering the same questions again and again.
Here’s what usually doesn’t work: - Forcing everyone to sit through the same live trainings, every time. - Hoping new sales reps will dig through old resources on their own. - Creating massive documentation “libraries” no one reads.
Here’s what actually helps: - Showing real calls and real objections, not just scripts. - Letting reps revisit bite-sized, up-to-date examples. - Making it dead simple to find the answer when they need it (not three weeks later).
Tldv is built for this—if you use it right.
Step 1: Set Up Tldv (Don’t Overthink It)
First, if you haven’t already, get your team set up with Tldv. The basics:
- Connect it to your main meeting platform (Zoom, Google Meet, or Microsoft Teams).
- Decide who’s recording what. You don’t need every call; focus on the demos, prospecting calls, and tricky objection-handling sessions.
- Check your company’s recording policy. Always let prospects and clients know you’re recording for training (it’s just good manners).
Pro tip: Don’t start by recording every single call “just in case.” Start with the calls you’d want a new rep to see.
Step 2: Capture the Good Stuff (Not Just Any Call)
Here’s where most people get lazy: they record everything and end up with an unusable mess.
Instead: - Record your best demo calls. Not the ones where everything goes perfectly—the ones with real questions, real hesitations, and real wins. - Tag the calls as you go. Tldv lets you add tags or highlights. Use these religiously: #demo, #objection, #pricing, #newfeature, etc. - Get buy-in from top reps. Ask your best salespeople to record key calls and highlight teachable moments. Offer lunch or a bonus if you have to—this makes a difference.
What to skip:
Calls where nothing interesting happens, or “internal” calls that aren’t relevant for new hires. The point is to curate, not hoard.
Step 3: Build a Living Playbook (Not a Dead Wiki)
You don’t need a 50-page manual. You need a place where new reps can actually find the answer when they get stuck.
How to do it: - Organize by use case, not by date. - Example: “Handling Price Objections,” “First Demo Call,” “Competitor Questions.” - Use Tldv’s search and tagging features. Make sure every important clip is findable by keyword. - Keep it lean. If you add a new product feature, record one good call about it and tag it. No need to rewrite everything from scratch.
Pro tip:
Create a simple doc (Google Doc, Notion, whatever) with jump links to the best Tldv recordings for each scenario. Don’t bury it in your company’s intranet—put it where new reps will actually see it.
Step 4: Make Training Interactive (Not Just “Watch This Video”)
Watching a sales call isn’t enough. People tune out. Here’s how to make Tldv more than a video graveyard:
- Assign specific clips as “homework.” For example: “Watch these two demo calls, and write down three objection responses that worked well.”
- Use time-stamped comments. Tldv lets you comment on specific parts of a recording. Ask a rep to pause at minute 12:30 and explain how they’d handle the situation.
- Group debriefs. Once a week, pull up a Tldv clip in a team meeting and break down what worked (or didn’t). Keep it short—focus on the teachable moments.
What to avoid:
Don’t just dump a playlist on new hires and expect them to absorb it all. Give them a reason to actually engage.
Step 5: Shorten the Feedback Loop
One of the best parts about using Tldv is how quickly you can spot patterns—what new reps “get” and where they’re stuck.
- Ask reps to record their own practice calls. They can watch themselves back or get feedback from managers without scheduling a live review.
- Managers can leave time-stamped feedback. “At 9:15, you missed a key buying signal.” Way more helpful than vague “good job” emails.
- Update your playbook with real examples. If someone nails a new pitch, clip it and add it to the training doc for everyone else.
What not to do:
Don’t wait until quarterly reviews to correct mistakes. Real-time feedback, even if it’s brief, is much more useful.
Step 6: Keep It Fresh Without Burning Out
Outdated onboarding is almost as bad as no onboarding. But you also can’t spend all day curating.
- Once a month, review your most-used Tldv clips. Replace anything that’s out of date or irrelevant.
- Rotate in new examples. If your pitch or product changes, record a new “model call” and tag it.
- Delete the junk. No one will miss that 2021 call about a feature you killed last year.
Pro tip:
Set a Slack reminder to review onboarding materials every 4-6 weeks. It’s easier to tweak a few things regularly than do a massive overhaul every year.
What Works, What Doesn’t, and What to Ignore
What works: - Real calls, real objections, real wins—broken into short, searchable clips. - Bite-sized, repeatable training that doesn’t depend on one person’s schedule. - Fast feedback loops—so mistakes get fixed right away.
What doesn’t: - Recording everything “just in case.” - Expecting people to read or watch hours of generic content. - Giant onboarding checklists with no context or follow-up.
Ignore the hype:
No tool (including Tldv) will magically make your reps great. But it can save you a ton of time, reduce repetitive questions, and let new hires learn from your best real-world examples.
Wrapping Up: Keep It Simple, Iterate Often
Streamlining onboarding isn’t about having the fanciest tech or the thickest training manual. It’s about making sure new sales reps can see what “good” looks like, get answers fast, and start selling before they forget what they’ve learned.
Start small: record a few great calls, tag them well, and build from there. Iterate as you go. The simpler it is, the more likely your team will actually use it.
If you’re not sure where to start, pick one call this week and tag the best three minutes. That’s your first building block. The rest will follow.