A short transcript excerpt from a YouTube discussion about building and codifying a clear playbook to onboard new sellers and account team members. The speaker emphasizes harvesting lessons from early team members, defining target customers and personas, and creating a living playbook (e.g., via a half-day whiteboard session) to enable and scale onboarding for future hires.
It is. It's so valuable to have that clear playbook as you're onboarding definitely new sellers and account team members, but honestly, anyone in the company, how are you enabling them with what you've already learned from your teams who've been out there in the early days? And how can you enable and equip them with a clear playbook again for who your target customer is, who the Personas are, how you position and how you lead your customers through that journey? Maybe. But sometimes enablement and building the playbook early on just means getting some of your early team members in a room with a whiteboard for a half day or a couple days and crank something out that's really useful for the next 10 or 20 or 100 people that you hire. So codify, capture and codify kind of harvest from your team members who are out there and capture it in a living, breathing playbook that you can use to onboard your next team members.
