A sales employee onboarding workspace for new AEs, BDRs, and sales managers. Run product training, ICP study, AI-coached roleplay, and ramp-to-quota tracking in Taskade.
What's Included
- Product Training Library: Demo flows, objection handling, competitor positioning, pricing scenarios
- ICP Study Guide: Target accounts, buyer personas, pain points, and disqualification criteria
- AI Roleplay Coach: AI agent runs realistic sales scenarios with new reps — cold call, discovery, demo, close — and scores their performance
- First-Week Schedule: Day-by-day plan from product fundamentals to first shadowed call to first owned outreach
- Ramp Tracker: Table view of cohort metrics — calls per day, demos booked, first opportunity created, time-to-first-close
Why This Template Wins
- Roleplay before live customer calls: New reps practice with the AI Roleplay Coach until their objection handling is sharp — the coach gives feedback after every roleplay so reps fix bad habits before facing real customers
- ICP knowledge tested, not assumed: The study guide includes structured quizzes the new rep takes — managers see exactly what the rep does and doesn't understand about the buyer before live calls
- Ramp curves comparable across cohorts: Track time-to-first-demo, time-to-first-close across cohorts — your VP Sales sees if Q3 hires are ramping faster than Q2 hires (and why)
How to Use
- Clone this template into your Taskade workspace
- Customize the product training library with your latest demo flows and competitor intel
- Connect Salesforce, HubSpot, or your CRM for activity tracking
- Train the AI Roleplay Coach on your sales playbook, ICP, and common objections
- Set up automation triggers for week-end manager check-ins and first-demo milestone alerts
FAQ
Can the AI Roleplay Coach handle technical-product roleplay?
Yes. Train the agent on your product's technical depth — APIs, integrations, architecture. The coach runs technical roleplay where reps need to handle "how does your encryption work?" or "show me your SOC 2 attestation" without freezing.
Does this work for SDR/BDR ramps?
Yes. Adjust ramp metrics from "time-to-first-close" to "time-to-first-demo-booked" or "time-to-first-qualified-meeting" depending on your SDR motion. The AI Roleplay Coach runs cold-call and email-objection scenarios.
What plan supports a 30-rep sales team?
Pro ($16/mo annual) supports unlimited reps. The AI Roleplay Coach uses standard AI credits — about 200-400 credits per roleplay session. High-volume sales orgs typically size up to Business ($40/mo).
CTA
Try this template free in Taskade. For roleplay setup, see /learn/agents/custom-agents. To generate a custom sales onboarding, try the AI Onboarding Generator. Browse sales apps in the Community Gallery.