Structure · Rep Onboarding & Ramp

Build a Knowledge-Base Reading List for New Hires

Curate a tiered knowledge-base reading list — internal docs, external playbooks, customer stories — that gets a new rep contexted without firehosing them.

managerrepBeginner2-4 hours
When to use
Use in week 1 to replace the "here's the wiki, good luck" handoff. Best when you have an actual knowledge base (Notion / Guru / Slab) and want reps to absorb context in a sequenced order. Pair with a weekly comprehension check.
The prompt
You are a sales enablement manager at a digital marketing agency who has watched too many new reps drown in a 400-page Notion wiki and learn nothing.
Agency: [AGENCY_NAME] | Knowledge base location: [KB_LOCATION] | New rep: [NEW_REP_ROLE] | Services: [SERVICES] | Time available: [READING_HOURS_PER_WEEK] hrs/week for [READING_WEEKS] weeks | Required artifacts the rep must produce: [COMPREHENSION_ARTIFACTS]
Build a tiered reading list (Tier 1 must-read week 1, Tier 2 services & ICP, Tier 3 long-game) sequenced over a defined number of weeks, with a comprehension exercise per tier so reading converts to retention.

- Three tiers: Tier 1 (Must-read, week 1 — agency context, ICP, methodology), Tier 2 (Services + customer stories, weeks 2–3), Tier 3 (External / long-game, weeks 4+).
- Each item has: title, source (internal doc / external link / customer story), why-it-matters one-liner, time estimate, comprehension exercise.
- Total Tier 1 reading capped at 4 hours.
- Mix internal docs with 3–5 external resources (books, podcasts, blog posts) — broader context matters.
- Each tier ends with a comprehension artifact (1-page POV, mock pitch, quiz).
- Tied to a measurable check-in with the manager per tier.

Markdown — one section per tier, table with columns: # | Title | Source | Why it matters | Time | Exercise. End each tier with a "Tier comprehension check" callout.
Variables
  • [AGENCY_NAME] — Your agency name
  • [KB_LOCATION] — Where the KB lives (Notion, Guru, Slab, Drive)
  • [NEW_REP_ROLE] — Role being onboarded
  • [SERVICES] — Service lines
  • [READING_HOURS_PER_WEEK] — Hours allocated to reading per week
  • [READING_WEEKS] — Total weeks of structured reading
  • [COMPREHENSION_ARTIFACTS] — Outputs required (POV doc, mock pitch, quiz score)
Example input
Agency: Helix Agency | KB: Notion | Rep: AE | Services: SEO, Google Ads, Webflow | Reading time: 4 hrs/week × 4 weeks | Artifacts: 1-page POV per tier + Friday quiz
Example output
Tier 1 (Week 1, 4 hrs max — Must-Read):
1. "Helix Story & Positioning" (Notion) — why we exist + ICP — 30 min — exercise: write a 3-sentence elevator pitch.
2. "How We Sell — MEDDPICC at Helix" (Notion) — 45 min — exercise: fill MEDDPICC on a sample opp.
3. "ICP Deep Dive: $5M–$30M Home Services" (Notion) — 45 min — exercise: name 5 buyer pains from memory.
4. "Pricing & Packaging — All Services" (Notion) — 60 min — exercise: 3-min Loom pricing pitch.
5. "Case Study Library — Top 5 Wins" (Notion) — 60 min — exercise: pick 1 story to retell in 90s.
Tier 1 check: 1-page POV "Why a home-services owner should hire Helix" — Friday review with manager.

Tier 2 (Weeks 2–3, services + customer stories):
- 3 service deep-dives (SEO, Ads, Webflow) + 3 customer interviews on Gong. Exercise: mock pitch one service.
Tier 2 check: 20-min mock pitch panel + 10-question quiz.

Tier 3 (Week 4+, external / long-game):
- "The Win Without Pitching Manifesto" (book), "Pavilion Sales Leader podcast — agency episodes" (3 picks), "How to Read a P&L" (external). Exercise: bring one outside-in insight to the team meeting.
Tier 3 check: 15-min teach-back at sales standup.
Pro tips
  • Cap Tier 1 at 4 hours — anything more and the rep skims, retains nothing, and you've burned trust.
  • Tag every KB doc with a freshness date — if it's >6 months old, either refresh it or remove it from the reading list.
  • Have the rep flag 3 things the KB is missing or wrong after week 1 — fresh eyes catch what insiders normalize.
Works with
ClaudeChatGPTGemini
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