Onboarding Coach
Day one to day 14 through the playbook, in conversation, with checks along the way.
For Sales Enablement
Measure whether better skills lead to better revenue.
Taskbase onboards reps on your playbook, coaches the skills you define, certifies what they have learned, and shows whether stronger skills move conversion, sales cycle and deal size.
Skill → outcome
Do better skills lead to better revenue results?
Six-month view. Prospecting skills map to meetings and pipeline. Closing skills map to win rate, sales cycle, deal size and won revenue.
Skills and outcomes mostly move together.We have reliable skill evidence in all six months. The board shows the direction and keeps testing the link as new months arrive.
Prospecting
Cold-call skill → meetings & pipeline
62 / 100 · latest month
38 scored calls · 4 reps
Six-month line
- May 264111 meetings · €85,500 pipeline
- Jun 264414 meetings · €92,100 pipeline
- Jul 264917 meetings · €96,800 pipeline
- Aug 265519 meetings · €101,300 pipeline
- Sep 265822 meetings · €98,400 pipeline
- Oct 266226 meetings · €103,200 pipeline
Closing
Customer-call skill → revenue outcomes
61 / 100 · latest month
57 scored calls · 5 reps
Six-month line
- May 264411.0% win · 74d cycle
- Jun 264713.2% win · 68d cycle
- Jul 265114.8% win · 61d cycle
- Aug 265517.1% win · 55d cycle
- Sep 265819.3% win · 50d cycle
- Oct 266121.0% win · 46d cycle
What the evidence says now
Prospecting → Meetings generatedSkill +21 pts · outcome +15 · moved in the same direction
Prospecting → Pipeline generatedSkill +21 pts · outcome −€18,000 · moved in opposite directions
Prospecting → Qualified pipelineSkill +21 pts · outcome +€42,600 · moved in the same direction
Closing → Win rateSkill +17 pts · outcome +10.0 pp · moved in the same direction
Closing → Sales-cycle speedSkill +17 pts · outcome 28 days faster · moved in the same direction
Closing → Average deal sizeSkill +17 pts · outcome +€14,000 · moved in the same direction
Closing → Won revenueSkill +17 pts · outcome +€96,000 · moved in the same direction
Use at least four months with skill evidence before showing a relationship. Use six or more months before treating it as a planning signal.
The skill-to-outcome view, shown with example data. These are not customer results.
The problem
Training is hard to link to results.
- Onboarding depends on manager time and top performers.
- The playbook goes stale, and so does the coaching built on it.
- Certification means a quiz, not proof that someone sells well.
- Skills are trained in workshops and fade within weeks.
- Nobody can show whether better skills improve conversion, cycle or deal size.
- You cannot see whether people use the content you build.
The impact
What changes with the Coach
- 01
See skills turn into results
Taskbase connects skill data to your CRM outcomes, so you can see whether stronger skills go with better conversion, shorter sales cycles and larger deals. It needs several months of skill evidence before it shows a relationship.
- 02
Onboarding from day one to day 14
The onboarding Coach takes new reps through your playbook in conversation, checks that they understand the product, the differentiation, the objections and the competition, and measures it.
- 03
Certification built in
Certify steps of the onboarding, and certify first customer calls by evaluating them. Build your own certification programs in Taskbase.
- 04
Coaching on the skills you define
Define the skills reps need, based on the playbook. The Coach develops them, and you measure whether they grow.
- 05
A playbook that updates itself
New evidence from calls becomes suggestions you approve, so the coaching always reflects what works now.
The Coach in action
The work the Coach takes on
Certification
For onboarding steps and for first customer calls, with certification programs you build yourself.
Skill definition and coaching
Skills from your playbook, developed by the Coach and tracked per rep.
Skill-to-outcome board
See whether skills move meetings, conversion, cycle length, deal size and won revenue.
Engagement view
See who uses Taskbase, how, and how often.
A living playbook
The playbook updates from conversations, and you approve every change.
From playbook to proven skill
- 1Define the skills from the playbook
- 2The Coach develops them
- 3Skills are measured per rep
- 4Skill change is compared with outcomes
Feedback reps can use
One strength, one lever, in the rep’s chat tool
After a call the Coach posts a short note: what went well, the biggest lever against one of the rep’s three focus skills, the exact moment, better wording, why it matters and progress since last time. It is tactical, and tied to your playbook.
TTaskbase Coach10:42
✅ WHAT YOU DID WELL
📌 You ranked the incumbent vendor fairly
Skill: Competitive Positioning
You acknowledged the incumbent respectfully and explained the differences in usage, skill development and the living playbook. That strengthened your credibility with Marc.
⚡ BIGGEST LEVER · 🎯 one of your 3 focus areas
📌 Accept his priority before you open a new use case
Skill: Active Listening & Shared Understanding
The moment in your call:
“Okay, but we haven’t talked about the security use case.”
How you could handle it better:
“Understood. Before I open another use case: what is really top of mind in your first 90 days, and should I get back to you only after that?”
Why it matters: Marc had just made clear the topic is not top of mind. Changing the subject straight away made you sound pushier and stopped you from narrowing down his real first priority together. [Playbook: Qualification Framework]
📈 PROGRESS SINCE LAST TIME
On 6 October, picking up the customer’s answer precisely was already your coaching lever. Today the pattern showed again when, after Marc’s prioritisation, you opened a new use case straight away.
🌟 Keep your fair competitor positioning. At the next clear priority signal, first pause for a short reflection and one focusing question.
A coaching note in Slack. All names are fictional.
Living Revenue Playbook
One approved playbook behind every answer
The Coach does not invent a different answer for every person. It works from the approved Revenue Playbook, live customer context and the person’s role. New evidence from real calls becomes a suggestion, and the accountable leader approves it before it becomes the standard.
- 1
Evidence
A new objection, competitor or question shows up in real conversations.
- 2
Suggestion
Taskbase proposes a playbook change and shows the evidence.
- 3
Approval
The accountable leader reviews and approves it.
- 4
Updated work
Coaching, answers and automated work follow the new standard.
The skills, the onboarding and the certification all come from the same approved playbook, and they change when it changes.
Where Taskbase fits
Not another recorder. Not another chatbot.
Not another call recorder
Recording tools tell you what happened. Taskbase helps the person do the next thing better, completes the work around it, and checks whether the new behaviour sticks. Keep the recorder you already use.
Not another generic chatbot
Generic AI can create an answer. Taskbase adds your approved context, customer evidence, individual skill memory, connected workflows, governance and follow-through.
See the Coach for Sales Enablement
See an onboarding conversation, a certification and the skill-to-outcome view.