Dehurdle Client Scenario Deployment (Onboarding)

Dehurdle Client Scenario Deployment (Onboarding)

1. 01

   Create a new client workspace in the Dehurdle Team dashboard

   Navigate to the Team management section and add the client as a distinct group so their users and practice sessions are isolated from other agency accounts.

2. 02

   Upload client documents to the custom scenario builder

   In the scenario builder, upload the client's pitch deck or knowledge base PDFs. Dehurdle generates practice scenarios that mirror their actual sales playbook.

3. 03

   Assign the appropriate simulation personas to the client team

   From the persona library, select the avatars that match the client's buyer profiles. The Pro plan includes all 200 simulation personas, so you can tailor the practice to each deal type.

4. 04

   Configure team member access and roles

   In the Team settings, invite up to the number of users covered by the client's plan and set permissions so only managers can view scorecard history and debriefs.

5. 05

   Integrate Dehurdle with the client's communication stack

   Use the integrations menu to connect Salesforce, HubSpot, Slack, or Gong.io. This lets practice sessions sync with the client's CRM and coaching workflows.

6. 06

   Run a pilot practice session and review the scorecard

   Have one client rep complete a simulation, then open the instant session scorecard to verify that vocal pace and pause analytics are capturing the right metrics for your coaching baseline.

7. 07

   Set up a recurring practice cadence and monitor cohort analytics

   Schedule weekly practice sprints in the dashboard and use cohort analytics to track improvement across the client's team, adjusting scenarios as their sales process evolves.