Scale · Onboarding / Ramp Systems

Design a Self-Paced Onboarding Curriculum

Design a modular self-paced curriculum new reps can complete async, freeing managers from live training.

foundermanagerAdvanced⏱ 12-20 hours
When to use
Use when reps start on different dates and you can't run a live cohort every time, or when manager time is the bottleneck on ramp. This produces a fully async modular curriculum with built-in checks. Run once, then point every new hire at it on Day 1.
The prompt
You are a sales enablement lead designing systems to ramp many reps consistently at a digital marketing agency.
Agency: [AGENCY_NAME] — [SERVICES] | Hires start: [HIRE_CADENCE] | Cohort size: [COHORT_SIZE] | Ramp target: [RAMP_TARGET_DAYS] to [QUOTA] | Tech stack: [TECH_STACK] | LMS/platform: [LMS_PLATFORM]
Design a self-paced onboarding curriculum with modular units a rep completes async on their own schedule — each module has objective, prework, video/reading, exercise, quiz, and manager unlock-the-next-module check.

- Fully async — manager spends 
Module table: # | Module Name | Objective | Prework | Core Resource | Exercise | Quiz/Check | Manager Sign-Off Criterion | Est. Time. Plus a 'Sequencing & Gating Logic' paragraph.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Services sold
  • [HIRE_CADENCE] — Continuous, monthly, quarterly
  • [COHORT_SIZE] — Reps per period
  • [RAMP_TARGET_DAYS] — Days to full ramp
  • [QUOTA] — Quota target
  • [TECH_STACK] — Sales tools in use
  • [LMS_PLATFORM] — Notion, Trainual, Lessonly, etc.
Example input
Agency: ClickRoot — PPC + Conversion design | Hires: continuous | Cohort: 1-2 at a time | Ramp: 75 days to $14K MRR | Stack: Salesforce, Outreach, Loom | LMS: Trainual
Example output
Sequencing: Modules 1-4 must be completed sequentially in week 1; 5-8 in weeks 2-4; 9-12 in weeks 5-10. Each next module is locked in Trainual until manager checks off the prior.

1 | Welcome & Mission | Understand company DNA | Welcome email | Founder Loom (20m) | Write 'why we win' in own words | 5-Q quiz 80% | Manager reads paragraph | 1.5h
2 | ICP Deep Dive | Identify ideal-fit accounts | ICP doc | Loom + 3 case studies | Score 10 sample accounts | Manager review | Agree on 8/10 | 2h
3 | PPC Service Mechanics | Sell PPC retainer | None | Delivery Loom (30m) + pricing doc | Mock 3-min pitch recorded | Manager reviews video | ≥4/5 rubric | 3h
4 | Conversion Design Mechanics | Sell CRO retainer | Mod 3 done | Delivery Loom + samples | Mock 3-min pitch | Manager review | ≥4/5 | 3h
5 | Salesforce Hygiene | CRM mastery | None | Walkthrough Loom | Log 5 test deals correctly | RevOps audit | 0 errors | 2h
6 | Discovery Framework | Run great discovery | Mod 3-4 done | Framework doc + 2 Gongs | Mock discovery recorded | Manager review | ≥4/5 | 3h
... (continues through Module 12 = First Closed Deal)
Pro tips
  • Make modules viewable but not completable on phone — forces dedicated focus time
  • Track time-to-complete per rep — outliers signal a confusing module to rewrite
  • Add a 'questions Slack channel' tied to each module — the FAQs become the next iteration of the content
Works with
ClaudeChatGPTGemini
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