Module 06Onboarding
CRM training for sales reps in 90 minutes, twelve people at a time, on their own pipeline.
We train your reps inside the system we just configured, using their real deals, not a demo org. Then we hand your admin a written guide to every stage, field and rule, and if you have no admin, a monthly CRM admin retainer keeps it running. Remote sessions across the United States, in person in San Francisco.
Two prices, both fixed
What training and the retainer cost
One session is $480 and seats up to 12 people. A 30-rep team needs three sessions, $1,440. The retainer is $1,150 a month for 10 admin hours, billed monthly, cancelled with 30 days' notice.
The session count we suggest is your seat count divided by 12, rounded up. We do not stretch groups to 20 to save you a session. Past 12 people the questions stop, the back row opens email, and three weeks later the same reps are logging calls in the notes field.
Session format
Ninety minutes, cut into four blocks
- 0–20 min
- The stage sheet. What each stage means, the entry rule, the exit rule, read aloud.
- 20–55 min
- Each rep moves three of their own deals forward correctly. We watch and correct.
- 55–75 min
- Logging: calls, emails, next steps. Phone app for reps who work from the car.
- 75–90 min
- Their questions. Every one gets written into the guide if the answer was not already there.
Three session types
Who sits in which session
Mixing managers and new reps in one room wastes both. The format is the same 90 minutes; the content changes.
Reps
Daily work only. Moving deals, logging activity, reading their own hygiene list, using the phone app. No reports, no settings. Most teams need one rep session per 12 seats and nothing else.
Managers
The forecast call and one-to-ones. How to read the five manager dashboards, what each metric definition says, how to run a pipeline review off the hygiene list instead of asking every rep for an update. Usually one session for all managers.
Admin
One or two people. Walks the admin guide page by page: adding a user, changing a stage probability, editing an automation rule without breaking the one next to it, reading the integration error log. Ends with the admin making a real change while we watch.
Seven stages. Each with one entry rule. That covers most B2B teams under 40 seats.
Stage sheet, rule 02
Handover
The admin guide is a living document
Every build ends with a written admin guide. It is not a PDF of screenshots. It is an editable document in your own workspace, organised the way the CRM is organised, and your admin owns it from the day we hand it over.
What goes in it: the signed stage sheet with entry and exit rules; every custom field with its purpose and who reads it; each automation with trigger, condition, action and owner; each integration with where its error log lives; each dashboard metric with its definition; and a change log.
The change log is the part that keeps it alive. A rule changed without a line in the log is the first step back to the CRM you called us about. So we train the admin to write the line first and make the change second. Takes about two minutes. Saves the next person a week.
The guide is in plain English, typically 25 to 40 pages for a 30-seat team. If your admin reads it and cannot make a change from it, that is a defect in our work and it falls inside the 30-day fix window.
For teams with no admin
The admin retainer, $1,150 a month
Ten hours a month of CRM administration by the people who built it. Useful for teams under about 40 seats where a full-time admin would sit idle most of the week.
- New users, deactivations, permission changes, usually same business day.
- Stage probability review every quarter, against your actual conversion.
- Small field, rule and report changes, each written into the admin guide change log.
- Integration error log checked weekly, with a note when something failed silently.
- One 30-minute call a month with whoever owns sales operations.
Unused hours do not roll over. Work that would take more than the month's 10 hours, a new pipeline or a new integration, gets scoped and quoted as its own project. Hours are logged in 15-minute increments and the log is sent with each invoice.
Process
From booking to a trained team
Training normally runs in week 5 of a full engagement. Booked on its own, it takes about two weeks.
Before you book
What teams ask before booking training
Can you train on a CRM you did not configure?
Yes, after a review. If the stages have no written definitions we write them first. That adds a few days and is quoted separately under pipeline design.
Do you record the sessions?
If you ask us to, on your meeting tool. New hires can watch it, but a recording ages the first time a stage rule changes. The admin guide is the reference, not the video.
Who is this not for?
Teams looking for sales-skills coaching, objection handling or call scripts. We teach the system and the process written into it. We are also a poor fit for a retainer on a CRM with more than about 150 seats; at that size you need an admin on staff and we would rather help you hire one.
Can we buy the retainer without a setup project?
Yes, after a paid review of the current configuration so we know what we are maintaining. The review is scoped on the call. Try the estimator for the setup side.
Scoping call
Book a scoping call
Tell us your CRM, how many reps need training and whether you have an admin. A person replies during business hours, Pacific time.
SAN FRANCISCO, CA 94105