Hit the Ground Running with Engaging Onboarding Activities
Use call libraries
Provide new hires with access to call library folders as part of their onboarding materials. This lets them review curated calls covering the full sales process — from initial contact to close — without needing to shadow live customer calls. It is a fast way to familiarize new hires with winning strategies and real buyer language before they face it themselves.
Analyze calls as a team
Bring your team together to analyze calls collectively. This sharpens their ability to recognize what good looks like and builds a shared vocabulary for feedback:
- Select a discovery call from the library and share the link before the meeting. Ask participants to review it and note what went well, what was missed, and what they would have done differently. Doing this beforehand prevents groupthink in the discussion.
- In the meeting, have each person share the moment they found most interesting and explain why.
- Use "what," "why," and "how" questions to push for specifics rather than general impressions. For objection handling calls, ask which response options were available at each moment and why the rep chose the one they did.
- Lean into the silences. Use them to share your own experience and invite the group to build on it.
Run a discovery scavenger hunt
Discovery is where deals are made or lost, and even experienced reps miss opportunities. This exercise gives new hires a structured way to build their ear for effective questioning:
- Add your team's top discovery calls to a designated library folder.
- Ask new hires to review the calls, focusing specifically on the questions asked and what made them effective or not.
- In a group session, have them share the questions they flagged, discuss why each mattered, and categorize them — surface-level pain, deep pain, business impact, and so on.
- Connect the questions back to your actual buyer personas to anchor the learning in their real job.
Practice with roleplay agents
Call library review builds pattern recognition. Roleplay builds the muscle. After new hires have reviewed enough calls to recognize what good looks like, put them in the seat — run them through discovery, objection handling, and demo scenarios against AI roleplay agents before they talk to a real buyer.
Start with agents built from real calls in your library. New hires who have practiced the same buyer situations they studied will ramp faster than those who only observed. A call blitz at the end of the first week gets repetitions in fast. Review the scorecard data as a team afterward to find common gaps and run targeted drills on them.
Simulate post-call workflows
Before new hires touch live deal data, walk them through your CRM update and call dispositioning process using workflow simulations. Simulations replicate the real system — every field, every click — so reps practice exactly what they will do after a real call. Errors in the simulation do not affect live data. Errors after go-live do.
Requiring a passing simulation score before a new hire handles their first live call significantly reduces the CRM data quality issues that are common in the first 30 days.
If you need help, contact us at support@outdoo.ai.