New Rep Onboarding & Ramp — 4-Phase AI-Assisted Curriculum

What this workflow produces: A 4-phase new rep onboarding curriculum covering product knowledge, ICP and discovery, deal execution, and independent production.

  1. Phase 1 (Week 1–2) — Foundation: Product knowledge briefs, ICP definition, competitive overview. AI generates quizzes for each module.
  2. Phase 2 (Week 3–4) — Discovery Skills: Role-play discovery calls with AI as buyer. MEDDPICC qualification practice with sample transcripts.
  3. Phase 3 (Week 5–6) — Deal Execution: Proposal writing practice. Objection handling role-plays. Pipeline management rituals.
  4. Phase 4 (Week 7–8) — Ramp to Independence: Shadow calls with senior reps. Manage first deals with manager review at each stage.