The 4 Pillars of Pod’s Onboarding Cadence

We're excited to have you and your team on Pod 👋

Our mission is to help your team drive better execution and close more deals — faster. That starts with a thoughtful onboarding experience.

Our white-glove onboarding approach is designed to ramp both managers and reps quickly. From leadership enablement to individual rep coaching, our onboarding helps you embed Pod into your team’s daily workflow so it becomes second nature — not another tool to manage.

Why Onboarding Matters

Too many tools get rolled out and never adopted. We built Pod differently.

For Pod to deliver impact, it is paramount for managers and reps need to understand how to use it — and when. That’s why we prioritize onboarding at every level of your team:

Sales Managers learn how to coach more effectively and forecast based on real activity, not gut feel.
Reps learn how to use Pod as their daily copilot — to prepare for meetings, get unstuck on deals, and hit their number with more confidence.

We’ve seen it time and time again: the teams that lean into onboarding get the fastest time-to-value from Pod.

1. Manager Onboarding

🗓️ One 45-minute session (Week 1)

We start with managers to align on your sales motion, existing workflows, and goals.

In this session, we’ll:

Define what “good” looks like for your team in Pod
Walk through Pod’s core features from a leadership lens
Walk through how Pod should be leveraged by reps and how to make the most in your pipeline reviews.

This ensures your managers can guide reps, drive adoption, and connect Pod to your broader GTM motion.

2. Team Onboarding

🗓️ One 45-minute session (Week 1)

Next, we enable your team with a live training designed for reps.

In this session, we'll cover:

Pod’s core features in reps' daily sales workflows
How to connect Pod with your core systems (CRM, Email, Calendar, call recording, etc.)
How reps can use Pod through different sales workflows (deal prioritization, pipeline reviews, meeting preparation, etc.)
Best practices for navigating the Pod workspace

By the end, reps know what Pod does for them — and how it helps them win more.

3. 1:1 Training

🗓️ 30-minute sessions (Week 1–2)

For reps or managers who want extra support, we offer personalized 1:1 training sessions. The objective is to ensure reps are properly setup in Pod and ready to roll.

These are tailored to individual workflows and can cover:

Advanced usage tips
Specific deals or coaching opportunities
Building daily Pod habits

Whether it’s a power user or someone new to the team, we’re here to support every user’s growth.

4. Office Hours

🗓️ 30-minute drop-in session (Ongoing)

We host ongoing office hours so your team can drop in with questions, get unstuck, or explore new features. We start with weekly sessions for the first month and then move to bi-weekly / monthly sessions.

These sessions are:

Interactive and informal
A chance to get advice from our team
Great for continuous enablement

No need to wait — just pop in.

Access Support Anytime

Beyond scheduled sessions, our dedicated support team is always available to assist you. Whether you have a quick question or need in-depth assistance, we’re here to help you navigate any challenges and make the most of Pod.

Here are a few ways to