Rep Onboarding Director
New reps reach their first deal faster.
- Runs a structured ramp plan with milestones
- Tracks certifications and progress
- Nudges when a rep falls behind
“run the 30-60-90 onboarding for this new AE and track milestones”
Returns the result with context and next steps.
“Pull up the Onboarding Assistant pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”
Eliminates the back-and-forth coordination overhead
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
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Initial release.
6/15/2026
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