Structure · Rep Onboarding & Ramp

Create a Service-Line Training Outline (SEO/Paid/Web/Creative)

Outline a multi-week service-line training (SEO, paid, web, creative) that turns a green rep into someone who can credibly discovery a buyer.

foundermanagerIntermediate⏱ 5-7 hours
When to use
Use when you're onboarding a rep who will sell multiple service lines and you need a teachable sequence — not a dump of decks. Best when your services have distinct buyers, pricing models, and proof points and you want each line to land before stacking the next.
The prompt
You are an agency sales trainer who has built service-line curricula at 3 multi-service digital marketing agencies and knows reps drown when you firehose all services in week one.
Agency: [AGENCY_NAME] | Service lines to train: [SERVICE_LINES] | New rep: [NEW_REP_ROLE] | Buyer type per service: [BUYER_BY_SERVICE] | Pricing model per service: [PRICING_MODEL] | Training format: [LIVE_OR_ASYNC] | Total training window: [TRAINING_WEEKS] weeks
Create a sequenced service-line training outline that introduces one service per week (or per module), each with the same internal structure so the rep can pattern-match.

- Sequence services from highest-volume / simplest pitch to most complex.
- Each service module must include: (1) Buyer & pain, (2) What we actually deliver, (3) Pricing & packaging, (4) Proof (case studies), (5) Objections, (6) Live exercise, (7) Cert quiz.
- Include a 30-min interview with the service-line owner as a required activity per module.
- End every module with a recorded mock pitch reviewed by the service-line lead.
- Tied to a measurable cert: rep cannot sell the service unbadged.

A markdown outline: Top-level by Week / Module, each module showing the 7 sub-sections with bullet placeholders, required exercises, and a cert rubric (5 criteria, pass = 4/5).
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICE_LINES] — Services to train (e.g., local SEO, Google Ads, Webflow, brand creative)
  • [NEW_REP_ROLE] — Role being trained
  • [BUYER_BY_SERVICE] — Who buys each service (CMO, founder, marketing manager)
  • [PRICING_MODEL] — Retainer, project, performance, hybrid per service
  • [LIVE_OR_ASYNC] — Mix of live sessions vs Loom + reading
  • [TRAINING_WEEKS] — Total weeks available for service-line training
Example input
Agency: Helix Agency | Services: local SEO, Google Ads, Webflow design, brand identity | New rep: AE | Buyers: SEO→marketing manager, Ads→growth lead, Web→founder, Brand→CMO | Pricing: SEO retainer, Ads %-of-spend + mgmt, Web project, Brand project | Format: 60% live, 40% async | Window: 6 weeks
Example output
Module 1 — Local SEO (Week 1):
1. Buyer & pain — marketing manager at multi-location, GBP rankings flatlined.
2. Delivery — audit, citations, GBP optimization, content cadence.
3. Pricing — $3.5K–$8K/mo retainer.
4. Proof — Belmont Dental case study (+212% calls).
5. Objections — "We tried SEO" / "How long until results?"
6. Exercise — 20-min pitch to Devin (SEO lead) + 1 live GBP audit.
7. Cert — score 4/5 on: buyer empathy, delivery accuracy, pricing fluency, proof recall, objection handling.

Module 4 — Webflow Design (Week 4): same 7-section structure, owner Sasha, exercise = rebuild a competitor home page in Figma + pitch.

Final Cert: Cross-service pitch — rep runs a 30-min mock discovery with multi-service buyer, must surface ≥2 services correctly.
Pro tips
  • Have the service-line lead — not the sales manager — own the cert. It forces real delivery context into the pitch.
  • Record every mock pitch and add the best one to your async library — kills training cost for the next hire.
  • Rotate the case study every 6 months; reps repeating stale proof is a tell to buyers.
Works with
ClaudeChatGPTGemini
Done with prompts? Time to install the system
Book a STAOS call
Related prompts