For managers
Rolling out to a team
Getting a team from provisioned to genuinely using it, and the checkpoints that predict whether it will stick.
Provisioning a team is not a rollout. This page is what happens after the accounts exist.
#The thing that decides it
Whether each person does one meaningful piece of real work in the first three days.
Not a training session, not a walkthrough, not a demo. One rep, one live deal that is genuinely stuck, one conversation with their coach. People who do that keep going. People who have not opened it by day three usually never do.
By week four the answer is already decided and the recoverable moment has passed. A five minute check on day three, per person, is the highest-return management action in the whole rollout.
#A rollout that works
#What to say at launch
Three things, in this order.
- What you can and cannot see. Be specific, because a vague answer here is worse than a blunt one. You see roleplays, call transcripts and scores. What they work through with their coach reaches you as what they are stuck on, not as a transcript. See What you can see.
- Bring a real deal. Not a demo scenario. The one keeping you up.
- This is not a practice tool. If the team hears "roleplay app", they will treat it as training and it will die as training. It is for the deals they are running this week.
Skip the feature tour. Nobody retains it, and the button row is self-explanatory once someone has a reason to click.
#What not to do
"Three sessions a week" produces three sessions a week of nothing. You will hit the metric and change no behaviour, and you will have taught the team that this is a compliance exercise.
A coach that does not know your products and a practice list with no relevant scenario makes a first impression you will spend a quarter undoing.
#What to measure
Not logins. Ask two questions at the end of the first month.
- Is the same weak criterion still the weakest? Across the team, that is the honest read on whether coaching is changing anything.
- Are the deals people brought in week one further along? That is the one that matters to your number.
Last updated 3 September 2026
View as Markdown