Dehurdle Client Onboarding Sprint (5-7 days)
A structured onboarding sprint that configures Dehurdle for a client's sales team, builds custom practice scenarios from their own documents, and trains them to run self-directed coaching sessions. Time: 5-7 days.
By InnovaAI ResearchPublished
Dehurdle Client Onboarding Sprint (5-7 days)
A structured onboarding sprint that configures Dehurdle for a client's sales team, builds custom practice scenarios from their own documents, and trains them to run self-directed coaching sessions.
- Client has an active Dehurdle Pro or Team plan with sufficient coaching minutes (120 mins/month or more)
- Client provides internal documents (pitch decks, objection-handling scripts, knowledge bases) for scenario building
- Access to client's Salesforce, HubSpot, Slack, or Gong.io for integration setup
- A named point of contact on the client side to coordinate team accounts and practice drills
- Agreement on success metrics (e.g., improvement in vocal pace, objection handling score) to track via cohort analytics
- 1.Conduct a kickoff call to map client's sales process and identify high-stakes conversation types (e.g., discovery calls, price negotiations)
- 2.Review Dehurdle's admin panel to confirm plan limits, coaching capacity, and available simulation personas
- 3.Upload client's pitch deck and objection-handling script to the custom scenario builder to generate initial practice scenarios
- 1.Configure team accounts in Dehurdle for up to 5 client users, assigning roles and access levels
- 2.Set up integration with client's Slack channel for session alerts and with Salesforce or HubSpot for CRM activity logging
- 3.Customize avatar personas to reflect typical buyer profiles the client faces (e.g., procurement, C-level)
- 1.Build 3 role-specific simulation scenarios tailored to the client's sales stages, using the custom scenario builder
- 2.Define practice drills that align with client's sales playbook, including pacing and pause targets
- 3.Test a sample session with a client rep to validate avatar realism and feedback accuracy
- 1.Train client team on running self-directed practice sessions and reading the instant session scorecard
- 2.Guide managers on using cohort analytics to track team capability improvement across practice sprints
- 3.Set up a weekly practice cadence and assign homework scenarios for each rep
- 1.Run a live group practice session with the client team, using Dehurdle's real-time speech evaluation
- 2.Review line-by-line phrasing suggestions from Lumi AI private debriefs to refine objection handling
- 3.Collect feedback and adjust scenario difficulty or avatar behavior based on initial results
- 1.Analyze first-week session data, including vocal pace and pause patterns, to identify coaching gaps
- 2.Deliver a mid-sprint report to client stakeholders with improvement metrics and recommended next steps
- 3.Optimize scenario library by adding new objection scenarios based on real client conversations
- 1.Finalize integration settings and ensure all session data flows to client's CRM or Gong.io
- 2.Hand over a usage playbook covering scenario management, user onboarding, and subscription pause options
- 3.Present final results and propose a retainer for ongoing scenario updates and monthly coaching reviews
With a $1,800 setup fee and roughly 16 hours of effort, the agency earns an effective hourly rate near $112, while the client's Dehurdle Pro subscription costs only $66 per month. If the agency adds a monthly retainer of $500 for scenario updates and coaching analytics, the margin on the tool cost is substantial, as the platform itself carries no per-seat license beyond the plan fee.
- Custom scenario library built from client's uploaded documents, with 3 role-specific simulations
- Dehurdle admin configuration guide covering team accounts, integrations, and practice drill setup
- Client training session recording and quick-reference card for reading session scorecards
- Weekly practice cadence template with assigned scenarios and pacing targets
- First-week performance report using cohort analytics, showing vocal pace and objection handling improvement
Client team has completed at least 10 practice sessions, managers can access cohort analytics, and the agency has delivered a retainer proposal for ongoing coaching support.