Scale · Onboarding / Ramp Systems

Build an Onboarding Knowledge Base Outline

Produce a complete information architecture for a sales onboarding knowledge base every new rep can self-serve.

foundermanagerIntermediate⏱ 4-6 hours
When to use
Use when the same questions from new reps eat up your senior team's time and tribal knowledge lives in DMs. This produces a Notion/Guru-ready outline of what to document, in what order, and who owns it. Run before you hire your next cohort.
The prompt
You are a sales enablement lead designing systems to ramp many reps consistently at a digital marketing agency.
Agency: [AGENCY_NAME] — [SERVICES] | Cohort size: [COHORT_SIZE] per quarter | Ramp target: [RAMP_TARGET_DAYS] to [QUOTA] | Tech stack: [TECH_STACK] | Current docs platform: [KB_PLATFORM]
Design a full information architecture for a sales onboarding knowledge base — top-level sections, article-level outlines under each section, owner for each article, and a review cadence — so any new rep can self-serve answers to 80% of their first-90-day questions.

- Must scale to 5+ hires per quarter without manager re-explaining same concepts
- Every article has a single named OWNER and review frequency
- Sections map to the rep's actual ramp journey (week-by-week need)
- Each article has a clear pass/fail check the rep completes to prove they consumed it
- No more than 6 top-level sections — fight bloat
Hierarchical outline: Section → Article → Owner → Review cadence → Comprehension check. Add a 'Phase 1 vs Phase 2' label on each article so you know what to build first.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Core services sold
  • [COHORT_SIZE] — Reps hired per quarter
  • [RAMP_TARGET_DAYS] — Days to full ramp
  • [QUOTA] — Monthly quota target
  • [TECH_STACK] — Sales tools used day-to-day
  • [KB_PLATFORM] — Notion, Guru, Confluence, Slab, etc.
Example input
Agency: Loop Creative — Web design + Brand retainers | Cohort: 3 AEs/qtr | Ramp: 90 days to $20K MRR | Stack: HubSpot, Loom, Figma, Slack | KB: Notion
Example output
1. Company & ICP (Phase 1)
  - Who we are 1-pager | Owner: Founder | Review: Quarterly | Check: 10-Q quiz
  - ICP & disqualifiers | Owner: RevOps | Review: Monthly | Check: Score 5 sample accounts
2. Services & Pricing (Phase 1)
  - Web design retainer mechanics | Owner: Delivery Lead | Quarterly | Check: Mock pricing exercise
  - Brand retainer mechanics | Owner: Delivery Lead | Quarterly | Check: Mock pricing
3. Sales Process & CRM (Phase 1)
  - HubSpot stage definitions | Owner: RevOps | Monthly | Check: Update 5 test deals
  - MEDDIC fields per stage | Owner: Sales Mgr | Monthly | Check: Audit own pipeline
4. Outbound Playbook (Phase 2)
  - ICP sequences in Apollo | Owner: SDR Lead | Monthly
5. Discovery & Demo (Phase 1)
  - Discovery framework | Owner: Sales Mgr | Quarterly | Check: Recorded mock ≥4/5
6. Proposals & Closing (Phase 2)
  - Proposal templates | Owner: Sales Mgr | Quarterly | Check: First proposal reviewed
Pro tips
  • Build Phase 1 articles BEFORE the next hire starts — Phase 2 can lag
  • Add a 'last updated' badge on every page so reps know what's stale
  • Track which articles get the most views — that's your highest-leverage content to keep current
Works with
ClaudeChatGPTGemini
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