Onboarding with
The ScalePipeline System

Welcome, we’re excited you’re here!

Activating sales pipeline is one of the best investments your organization will make and we’re honored to be on this journey with you.

If you’re reading this, you’re likely the designated Program Manager in charge of executing this program.

Please expect to spend 1-2 hours going through this process. This includes your time and the time of others that may be required to provide certain types of information.

Let's Start!

Follow the steps below to have a seamless onboarding experience.

Step 1: Provide data to customize your training

Please complete the surveys below so we can tailor our training and services according to your revenue team’s needs. This helps us tailor training to your world.

When we connect with you in our formal onboarding session, we’ll discuss this information.

These surveys are ideally completed by revenue leaders from your team who are planning to participate in the program.

The Fast Frame Survey

Before we begin, we need to know what your revenue team is currently doing.

Take a few minutes to outline your go-to-market strategy so we can ensure that the training you will receive will strengthen your self-generated pipeline strategy.

The Diagnostic Survey

This survey measures the effectiveness of your current self-generated pipeline and determines your team’s readiness to change.

The results will help you think about how you can change your mindset, acquire the needed skillset, and maximize the necessary toolkit to improve pipeline creation.

The Language Glossary

During live facilitated sessions, we want to ensure that we’re using terminology and language that’s uniquely yours.

This may include the roles that you have, the products you sell, the industries you serve, and the specialized terms used throughout your company and industry.

The Signals Survey

The ScalePipeline System includes three months of free Signal Intelligence from PipelineSignals.

By telling us about your ideal customer profile, target accounts, customers and competitors, we can deliver Compelling Event Signals for up to 1,000 of your accounts, helping you focus on sales opportunities and avoid risk.

Step 2: Complete the user list

Let us know who will be joining this learning experience.

Please download this form and accomplish it by your first onboarding meeting.

Step 3: Utilize internal communications package

Provide participants their own onboarding experience by forwarding them to this page: http://salesforlife.com/welcome

Step 4: Meet your CSM

Now that you’ve gone through our onboarding process and completed all of the requirements, it’s time to meet your CSM (Customer Success Manager).

They’ll reach out to you once they see that all steps have been completed. However, let us know if you have any questions in the process.

Your CSM will discuss the following with you:

  1. The confirmation and validation of all the materials of you’ve sent.
  2. The scheduling of training sessions for all cohorts.
  3. Any additional questions you may have.

Final Thoughts

We’re glad you’ve initiated your modern selling journey.
We’re excited to start with you!

If you need anything in the meantime, please email your key contact at Sales for Life.

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