Build a Team That Delivers Onboarding Better Than You Could Hire For
A three-month program that combines structured training, hands-on coaching, and the frameworks your CSMs and onboarding consultants need to perform at a senior level, regardless of their tenure.
The Investment That Compounds Through Your Whole Team
Your team is good. Some of them are great. But onboarding quality varies more than it should, escalations happen later than they should, and the difference between your top performers and your average reps is bigger than it has any reason to be.
This program closes that gap. Over three months, your team works through structured training on the operating principles, runs hands-on coaching on real customer accounts, and builds a shared playbook of frameworks, tools, and confidence that lifts the whole team’s performance.
This is not a one-off training session that fades by week three. It is an embedded program with weekly cadence, real account work, and measurable outcomes by the time it ends.
Six Outcomes Your Team Owns by Month Three
Every output is designed to outlast the engagement. The frameworks become how your team works, not something they read once and forget.
Onboarding Operating Principles
The core frameworks your team uses to run discovery, scope work, manage stakeholders, and drive adoption, codified into shared language.
Weekly Coaching Cadence
Hands-on coaching on real customer accounts. We work through actual situations, not hypotheticals. Your team applies the framework live and gets immediate feedback.
Practical Resource Library
Templates, scripts, escalation playbooks, and reference guides your team can pull from on demand. Built for actual use, not for the shelf.
Lead-Level Coaching
Dedicated time with your team leads on managing performance, running coaching cadences themselves, and scaling the frameworks across new hires.
Performance Variance Read
An honest read on which reps are growing, which are stalling, and where targeted intervention will produce the most performance lift.
Continuity Plan for Your Leads
The handoff document and ongoing cadence so your team leads can keep running this program with new hires after I am gone.
When the Investment in Your Team Pays Off
A three-month program is a meaningful commitment. Here is when it is the right call and when it is not.
This Is a Strong Fit If
- Your team has solid people but their performance varies more than it should
- Your top performers are creating real outcomes but you cannot articulate why
- You are about to hire and want to set new reps up to ramp through a real program
- Your leads need coaching skills, not just management skills
- You believe team capability is the biggest unlock for onboarding outcomes right now
This Is Not the Right Fit If
- Your process is the gap, not the team (start with Journey & Playbook Redesign)
- Your data and analytics are the gap, not coaching (look at AI-Powered Optimization)
- You are looking for a one-off training day, not an embedded program
- Your team is too small to justify a coaching program (under 4 reps)
- Performance issues are about specific individuals, not team-wide variance
Three Months of Embedded, Hands-On Development
This is not a series of webinars. Your team works through real customer scenarios week over week, coached on actual outcomes, and measured against the variance we set out to close.
Read the Team and Set the Bar
Time with each team member, review of recent customer engagements, and a calibration on where each rep is strong and where the gaps are. Set the performance bar for the program.
Frameworks & Live Coaching
Structured training on the core operating principles. Each session pairs framework introduction with hands-on coaching on a real account your team is currently working.
Lead Development & Continuity
Focused work with your team leads on running the coaching themselves, plus building the resource library and continuity plan so the program continues after I leave.
Performance Read and Forward Plan
Final calibration on team performance, what shifted, what still needs work, and a 90-day forward plan for your team leads to keep the program compounding.
Lift Your Whole Team, Not Just Your Top Performer
If your top rep makes everyone else look average, you do not have a top-rep problem, you have a team-development problem. Book a free call and we will scope what closing that gap looks like.