USE CASE
The scenario: New reps bottleneck on their manager for basic training questions, and onboarding quality varies rep-to-rep based on the manager's available time that week.
What they do: The enablement manager builds a Rep Onboarding Claude Project with the full curriculum uploaded — product docs, playbooks, methodology, and approved messaging. Claude is configured to answer new-rep questions only from the uploaded KB, flag when answers aren't in the KB, quiz reps after explaining concepts, simulate buyer conversations for practice, and run a 30/60/90-day skills assessment scoring reps across five areas.
The result: New reps have a 24/7 onboarding coach grounded in the company's own materials. Managers stop being the bottleneck for basic questions and can focus their time on high-leverage coaching.
A practical AI workflow for B2B sales — the prompts below run this play end to end, in Claude, ChatGPT, Gemini, or Copilot.
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