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Before a session on discovery calls, have reps watch a few examples the day before. This "sandwiches" the formal training. They arrive with basic context, allowing them to absorb tactical nuances rather than being exposed to the concept for the first time, increasing training ROI.
Avoid "surprise" trainings that cause whiplash. Instead, build a predictable weekly schedule: a Monday meeting for prospecting, Tuesday for top deal reviews, and Friday for call reviews. This creates a system for continuous, incremental improvement and avoids team burnout.
Don't wait for a scheduled training session. The moment a sales call ends, use the debrief to identify one area for improvement and role-play a better approach on the spot. This immediate, contextual practice is the fastest way to cement new habits.
Salespeople have limited attention for passive learning. Cap classroom-style training at three hours in the morning. The afternoon should be for "homework" (like watching calls) and "doing" (like mock calls or prospecting), which uses different energy and reinforces learning.
Traditional sales training fails because reps quickly forget most information. The "teach-back" method flips the model by requiring reps to actively teach concepts to others. This active learning process dramatically increases retention to 90%, builds confidence, and fosters a coaching culture.
Bridge the gap between mock calls and high-stakes territory calls. By week three, give ramping reps a queue of lower-value leads, like SMBs or disqualified prospects. This provides invaluable, real-time experience and 'at-bats' without risking major deals, accelerating their learning curve.
Have new SDRs draft their own cold call script very early in onboarding. Although the script isn't final, the act of writing it makes them listen to subsequent live calls with a more focused, analytical mindset, accelerating their learning as they compare their draft to real conversations.
SDRs should not just book a meeting and throw it over the wall. Mandating their attendance on the subsequent discovery call provides an invaluable, real-time training opportunity to hear an experienced AE handle the product, value proposition, and customer questions.
Instead of hiring generic sales trainers, identify your best salesperson, document their unique process—especially for discovery calls, demos, and proposals—and use that as the basis for your internal sales certification program. This creates a highly relevant and proven playbook tailored to your specific product and market.
To prevent reps from feature-dumping, they must first understand the industry problems and buyer personas. Only then should you introduce the product as the solution, followed by training on how to artfully conduct sales conversations.
Junior reps can leverage their inexperience by approaching lower-level employees with a humble "Teach me" or "Help me understand" posture. This disarms prospects, turning a sales pitch into a collaborative learning session that builds rapport and extracts valuable internal intelligence for later use.