Revenue team onboarding skill
Revenue team onboarding — security access provisioning, ramp schedules, 30-60-90 plans, Slack engagement, shadowing, certification, and time-to-first-meeting reduction.
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SKILL.md · the author's own words# Revenue Team Onboarding ## Overview Ramp is a **system output**, not a personality test. Slow ramp usually means broken onboarding: no security access day one, no shadow path, Slack chaos, and enablement PDFs nobody opens. This skill designs revenue onboarding: **security-first access**, structured 30-60-90, certification gates, and Slack norms that accelerate time-to-first-qualified-meeting. **Parallel lifecycle:** Revenue team Hire → Ramp → Productivity → Promotion/Exit. Customer lifecycle index → `references/gtm-lifecycle-stages.md` (team table). Ramp metrics → `references/lifecycle-metrics-by-stage.md` (Revenue Team Ramp). Comp plans must align with ramp credit — `executive-compensation/references/gtm-compensation-strategy.md` (Pattern 35) · `references/benchmark-reconciliation.md` (ramp vs productivity).
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Revenue Team Onboarding
Overview
Ramp is a system output, not a personality test. Slow ramp usually means broken onboarding: no security access day one, no shadow path, Slack chaos, and enablement PDFs nobody opens. This skill designs revenue onboarding: security-first access, structured 30-60-90, certification gates, and Slack norms that accelerate time-to-first-qualified-meeting.
Parallel lifecycle: Revenue team Hire → Ramp → Productivity → Promotion/Exit.
Customer lifecycle index → references/gtm-lifecycle-stages.md (team table).
Ramp metrics → references/lifecycle-metrics-by-stage.md (Revenue Team Ramp).
Comp plans must align with ramp credit — executive-compensation/references/gtm-compensation-strategy.md
(Pattern 35) · references/benchmark-reconciliation.md (ramp vs productivity).
Enablement assets → sales-enablement. Coaching → sales-coaching (REKS).
Process → pipeline-management.
When to Use
- "Onboard new SDR/AE"
- "Onboard GTM Engineer / RevOps hire"
- "30-60-90 plan for sales hire"
- "Reduce ramp time"
- "Slack channels for sales team"
- "Security onboarding for GTM hires"
- "Sales bootcamp week one"
Authoritative Foundations
- Mark Roberge. Onboarding as measurable machine: time-to-first-call, certification scores, conversion ramp curves.
- Winning by Design (Jacco van der Kooij). REKS diagnostic from week 3; certify on SPICED, not just product trivia.
- Jon Barrows (Sell Better). Skills training in short reps — objection, discovery, demo structure.
- Kevin Dorsey. Manager standards: daily coaching rhythm during ramp.
- Jason Bay. SDR messaging quality — certify outbound before live sends.
- Henry Schuck (ZoomInfo). Inbound SDR ramp emphasizes speed-to-lead
tooling and queue certification before live MQL access — public benchmark
<90s response. See
sales-team-building→henry-schuck-sdr-model.md. - Varun Anand (Clay). Certify reps on reverse demo (prospect screen-share,
first-win in 30 min) before solo PLG-hybrid demos —
demo-scripts→reverse-demo-varun.md. - Ryan Reisert — CRM Activity Buckets. Week 2–3: certify reps on four contact
stages and backwards daily workflow before unsupervised dialing.
→
references/ryan-reisert-cold-calling.md - Ronen Pessar — ColdCall-Market Fit. Phone SDRs: certify on pattern-interrupt
opener + 50-call disposition review before full quota. Manager validates
connect → completion → meeting funnel. →
references/ronen-pessar-cold-calling.md - Tom Slocum — 3×3 + sell-the-meeting. Week 1 cert: 3 insights in 3 minutes
on mock accounts; intro calls reviewed for meeting-sell (not product pitch).
→
references/tom-slocum-cold-calling.md - Tito Bohrt (AltiSales). Ramp to leading indicators, not dials: certify the
funnel bottom-up (meetings completed → set → conversations → dials) to a ~80–85%
show rate, and coach from call recordings (AltiSales reviews ~100% of a new
rep's calls, then samples). Treat ramp as a system output (data + scripts +
coaching). Canonical →
references/tito-bohrt-sdr-science.md.
Phone SDR ramp (weeks 2–4): Shadow live calls → CallBlitz or manager listen-in
→ 3×3 prep on every block → CRM Buckets + Gilkey disposition fields live →
50 completions before solo list ownership. Load cold-calling + references/cold-calling-experts-index.md.
- Stacey Nordwall (Culture Amp / Pyn). HR-side ramp system: day-14/30/60 onboarding
pulses, manager closes feedback loop within one week, role-specific paths for SDR vs
AE vs RevOps. Canonical →
gtm-role-descriptions/references/hr-gtm-playbook.md. Ramp timeline reconciliation: 30-60-90 milestones vs 4.5–6 month full AE productivity →references/benchmark-reconciliation.md(do not conflate quota-bearing day 90 with tenured-level output).
Step-by-Step Process
Phase 1: Pre-Start (Security & Access)
Day 0 checklist — load references/security-access-checklist.md:
| System | Owner | SLA |
|---|---|---|
| Email + calendar | IT | Day 0 |
| CRM (least privilege) | RevOps | Day 0 |
| Sequencer | RevOps | Day 1 |
| Slack | IT | Day 0 |
| Gong / call recorder | RevOps | Day 1 |
| Enrichment tools | RevOps | Day 1 |
| Clay + n8n (GTM Engineer) | RevOps / GTM Eng manager | Day 0–1 |
| SSO / MFA enforced | IT | Day 0 |
| Laptop + MDM | IT | Before start |
SOC2-aligned: No production customer data until security training complete.
Log access grants. Offboard within 24h on termination (soc2-compliance).
Rep security hygiene (non-technical): Before live customer contact, every
GTM hire completes password manager + MFA on email, CRM, Slack, and sequencer;
reads phishing patterns and demo screen-share checklist. Load
references/gtm-security-hygiene-basics.md. Customer data rules →
references/gtm-data-exchange-playbook.md.
Phase 2: Week 1 — Immersion
| Day | Activity |
|---|---|
| 1 | Company, ICP, product demo, tool access verify |
| 2 | Shadow 4 live calls (SDR or AE) |
| 3 | Pipeline stages + CRM hygiene (pipeline-management) |
| 4 | Messaging certification (sales-enablement) |
| 5 | Mock discovery + manager sign-off |
Slack: Add to #sales-team, #wins, #deal-desk — not 20 channels day one.
Load references/slack-engagement.md.
Week 1 questions (both sides): Manager and new hire align expectations via
references/onboarding-questions.md and templates/new-hire-questionnaire.md
(Roberge onboarding machine — diagnose ramp blockers early).
Phase 3: 30-60-90 Plan
| Period | SDR | AE |
|---|---|---|
| 30 | Certified messaging; 50 calls; 5 meetings held | Shadow 10 calls; 2 self-sourced opps |
| 60 | 50% quota; SQO quality pass | 50% quota; full cycle on 1 deal |
| 90 | Full quota | Full quota; forecast in CRM |
Template: templates/30-60-90-sales.md
GTM Engineer / RevOps: Use OKR-based 30-60-90 from gtm-role-descriptions →
the gtm-role-descriptions skill (gtm-engineer-jd.md) (stack audit week 1, one quick-win workflow,
production runbooks by day 90). Interview handoff context: gtm-engineer-hiring.md.
Phase 4: Certification Gates
No live outbound until:
- ICP quiz pass
- CRM hygiene lab pass
- Recorded mock call score ≥4/5
- Security training complete
- Password manager + MFA verified (
gtm-security-hygiene-basics.md) - Messaging doc peer-reviewed (Jason Bay PVP-style for outbound)
Phase 5: Ramp Reduction Tactics
| Tactic | Impact |
|---|---|
| Pre-built lists in CRM day 1 | -2 weeks to first meeting |
| Buddy SDR/AE for 4 weeks | +20% 90-day attainment |
| Daily 15-min manager coaching (Kevin Dorsey) | Faster skill correction — sales-coaching call rubric |
| Gong library "top 10 calls" | Pattern recognition |
| SPICED cheat sheet on second monitor | Better discovery scores |
Phase 6: Slack Engagement Norms
- Daily standup thread in
#sales-team(async-friendly) - Win reactions in
#wins— manager amplifies - Deal help in
#deal-deskwith SPICED context required - No DM-only questions that should be team learning
- Response SLA: manager <4h on ramp blockers
Phase 7: Measure Ramp
| Metric | Target |
|---|---|
| Days to first qualified meeting | SDR <21; AE <30 |
| Days to first opp created | AE <45 |
| 90-day attainment | ≥70% of tenured baseline |
| CRM hygiene score | ≥90% required fields |
Output Format
- 30-60-90 plan per role
- Security access checklist with owners
- Certification rubric
- Slack channel map
- Ramp metrics dashboard spec
Quality Check
- Day 0 access defined (CRM, email, Slack, MFA)
- Certification before live customer contact
- 30-60-90 measurable outcomes per role
- Manager daily coaching cadence week 1–4
- Slack norms documented (≤5 channels week 1)
- Ramp metrics with targets
Common Pitfalls
- Tools day 5. Rep sits idle. Fix: RevOps SLA day 0–1.
- PDF dump. Fix: shadowing + certification.
- Live sends day 1. Brand damage. Fix: certify messaging first.
- Slack channel sprawl. Fix: core 3 channels, expand week 3.
- No security training. SOC2 audit fail. Fix: gate production access.
Execution Artifacts
references/framework-notes.mdtemplates/output-template.mdscripts/check-output.pyreferences/security-access-checklist.mdreferences/gtm-security-hygiene-basics.md— Passwords, 2FA, phishing, demo screen sharereferences/gtm-data-exchange-playbook.md— Customer data exchange SOPreferences/slack-engagement.mdreferences/ramp-benchmarks.mdreferences/hr-gtm-playbook.md— HR GTM onboarding system (Stacey Nordwall)templates/30-60-90-sales.mdtemplates/certification-rubric.mdreferences/onboarding-questions.md— manager ↔ new hire question bankstemplates/new-hire-questionnaire.md— Week 1 joint formreferences/cold-calling-experts-index.md— phone ramp routerreferences/ryan-reisert-cold-calling.md— CRM Buckets certificationreferences/ronen-pessar-cold-calling.md— ColdCall-Market Fit gatereferences/tom-slocum-cold-calling.md— 3×3 + sell-the-meeting Canonical lifecycle:references/gtm-lifecycle-stages.md(Revenue Team Lifecycle) · thegtm-metricsskill (lifecycle-monitoring-dashboard.md) (Ramp panel) ·references/lifecycle-metrics-by-stage.md(ramp metrics)
Related Skills
sales-enablement— collateral and playbooksales-coaching— REKS ongoingsoc2-compliance— access controldeal-desk— enterprise security review + customer data checklistcustomer-onboarding— post-sale data handoff boundariesgtm-leadership— manager accountabilitypipeline-management— stage certification
| 1 | |
| 2 | name revenue-team-onboarding |
| 3 | description >- |
| 4 | Revenue team onboarding — security access provisioning, ramp schedules, 30-60-90 |
| 5 | plans, Slack engagement, shadowing, certification, and time-to-first-meeting |
| 6 | reduction. Use when onboarding SDRs, AEs, managers, or RevOps hires. Triggers on: |
| 7 | "sales onboarding", "SDR ramp", "30-60-90 sales", "reduce ramp time", "Slack |
| 8 | for sales team", "security onboarding employees", "new rep onboarding", "sales |
| 9 | bootcamp". |
| 10 | license MIT |
| 11 | compatibility Claude Code, Codex, GitHub Copilot, Cursor, Gemini CLI, OpenCode, Goose, Hermes, Windsurf, Zed |
| 12 | metadata |
| 13 | version "1.6.0" |
| 14 | author LeadMagic |
| 15 | category management-leadership |
| 16 | tags [onboarding, ramp, security, slack, enablement, sdr, ae] |
| 17 | related_skills |
| 18 | - sales-enablement |
| 19 | - sales-coaching |
| 20 | - gtm-leadership |
| 21 | - soc2-compliance |
| 22 | - security-assessments |
| 23 | - pipeline-management |
| 24 | - sales-team-building |
| 25 | - gtm-role-descriptions |
| 26 | - revops-tech-stack |
| 27 | - deal-desk |
| 28 | - customer-onboarding |
| 29 | frameworks |
| 30 | - "Mark Roberge — Sales Acceleration Formula onboarding machine" |
| 31 | - "Winning by Design — REKS ramp and certification" |
| 32 | - "Jon Barrows (Sell Better) — Practical sales training cadence" |
| 33 | - "Kevin Dorsey — Sales leadership onboarding standards" |
| 34 | - "Jason Bay (Outbound Squad) — SDR messaging certification" |
| 35 | - "Henry Schuck (ZoomInfo) — Inbound SDR speed-to-lead standards" |
| 36 | - "Varun Anand (Clay) — Reverse demo certification" |
| 37 | - "Ryan Reisert — CRM Activity Buckets & cold call ramp" |
| 38 | - "Ronen Pessar — ColdCall-Market Fit certification gate" |
| 39 | - "Tom Slocum — 3×3 research & sell-the-meeting standards" |
| 40 | - "Stacey Nordwall (Culture Amp / Pyn) — Culture-first onboarding, onboarding surveys, remote GTM norms" |
| 41 | - "Tito Bohrt (AltiSales) — Leading-indicator SDR ramp & call-recording coaching" |
| 42 | |
| 43 | |
| 44 | # Revenue Team Onboarding |
| 45 | |
| 46 | ## Overview |
| 47 | |
| 48 | Ramp is a **system output**, not a personality test. Slow ramp usually means |
| 49 | broken onboarding: no security access day one, no shadow path, Slack chaos, |
| 50 | and enablement PDFs nobody opens. This skill designs revenue onboarding: |
| 51 | **security-first access**, structured 30-60-90, certification gates, and Slack |
| 52 | norms that accelerate time-to-first-qualified-meeting. |
| 53 | |
| 54 | **Parallel lifecycle:** Revenue team Hire → Ramp → Productivity → Promotion/Exit. |
| 55 | Customer lifecycle index → `references/gtm-lifecycle-stages.md` (team table). |
| 56 | Ramp metrics → `references/lifecycle-metrics-by-stage.md` (Revenue Team Ramp). |
| 57 | Comp plans must align with ramp credit — `executive-compensation/references/gtm-compensation-strategy.md` |
| 58 | (Pattern 35) · `references/benchmark-reconciliation.md` (ramp vs productivity). |
| 59 | |
| 60 | Enablement assets → `sales-enablement`. Coaching → `sales-coaching` (REKS). |
| 61 | Process → `pipeline-management`. |
| 62 | |
| 63 | ## When to Use |
| 64 | |
| 65 | "Onboard new SDR/AE" |
| 66 | "Onboard GTM Engineer / RevOps hire" |
| 67 | "30-60-90 plan for sales hire" |
| 68 | "Reduce ramp time" |
| 69 | "Slack channels for sales team" |
| 70 | "Security onboarding for GTM hires" |
| 71 | "Sales bootcamp week one" |
| 72 | |
| 73 | ## Authoritative Foundations |
| 74 | |
| 75 | **Mark Roberge.** Onboarding as measurable machine: time-to-first-call, certification scores, conversion ramp curves. |
| 76 | **Winning by Design (Jacco van der Kooij).** REKS diagnostic from week 3; certify on SPICED, not just product trivia. |
| 77 | **Jon Barrows (Sell Better).** Skills training in short reps — objection, discovery, demo structure. |
| 78 | **Kevin Dorsey.** Manager standards: daily coaching rhythm during ramp. |
| 79 | **Jason Bay.** SDR messaging quality — certify outbound before live sends. |
| 80 | **Henry Schuck (ZoomInfo).** Inbound SDR ramp emphasizes **speed-to-lead** |
| 81 | tooling and queue certification before live MQL access — public benchmark |
| 82 | <90s response. See `sales-team-building` → `henry-schuck-sdr-model.md`. |
| 83 | **Varun Anand (Clay).** Certify reps on **reverse demo** (prospect screen-share, |
| 84 | first-win in 30 min) before solo PLG-hybrid demos — `demo-scripts` → |
| 85 | `reverse-demo-varun.md`. |
| 86 | **Ryan Reisert — CRM Activity Buckets.** Week 2–3: certify reps on four contact |
| 87 | stages and backwards daily workflow before unsupervised dialing. |
| 88 | → `references/ryan-reisert-cold-calling.md` |
| 89 | **Ronen Pessar — ColdCall-Market Fit.** Phone SDRs: certify on pattern-interrupt |
| 90 | opener + 50-call disposition review before full quota. Manager validates |
| 91 | connect → completion → meeting funnel. → `references/ronen-pessar-cold-calling.md` |
| 92 | **Tom Slocum — 3×3 + sell-the-meeting.** Week 1 cert: 3 insights in 3 minutes |
| 93 | on mock accounts; intro calls reviewed for meeting-sell (not product pitch). |
| 94 | → `references/tom-slocum-cold-calling.md` |
| 95 | **Tito Bohrt (AltiSales).** Ramp to **leading indicators**, not dials: certify the |
| 96 | funnel bottom-up (meetings completed → set → conversations → dials) to a ~**80–85% |
| 97 | show rate**, and coach from **call recordings** (AltiSales reviews ~100% of a new |
| 98 | rep's calls, then samples). Treat ramp as a **system output** (data + scripts + |
| 99 | coaching). Canonical → |
| 100 | `references/tito-bohrt-sdr-science.md`. |
| 101 | |
| 102 | **Phone SDR ramp (weeks 2–4):** Shadow live calls → CallBlitz or manager listen-in |
| 103 | → 3×3 prep on every block → CRM Buckets + Gilkey disposition fields live → |
| 104 | 50 completions before solo list ownership. Load `cold-calling` + `references/cold-calling-experts-index.md`. |
| 105 | |
| 106 | **Stacey Nordwall (Culture Amp / Pyn).** HR-side ramp system: day-14/30/60 onboarding |
| 107 | pulses, manager closes feedback loop within one week, role-specific paths for SDR vs |
| 108 | AE vs RevOps. Canonical → `gtm-role-descriptions/references/hr-gtm-playbook.md`. |
| 109 | **Ramp timeline reconciliation:** 30-60-90 milestones vs 4.5–6 month full AE |
| 110 | productivity → `references/benchmark-reconciliation.md` (do not conflate quota-bearing |
| 111 | day 90 with tenured-level output). |
| 112 | |
| 113 | ## Step-by-Step Process |
| 114 | |
| 115 | ### Phase 1: Pre-Start (Security & Access) |
| 116 | |
| 117 | **Day 0 checklist** — load `references/security-access-checklist.md`: |
| 118 | |
| 119 | | System | Owner | SLA | |
| 120 | |---|---|---| |
| 121 | | Email + calendar | IT | Day 0 | |
| 122 | | CRM (least privilege) | RevOps | Day 0 | |
| 123 | | Sequencer | RevOps | Day 1 | |
| 124 | | Slack | IT | Day 0 | |
| 125 | | Gong / call recorder | RevOps | Day 1 | |
| 126 | | Enrichment tools | RevOps | Day 1 | |
| 127 | | Clay + n8n (GTM Engineer) | RevOps / GTM Eng manager | Day 0–1 | |
| 128 | | SSO / MFA enforced | IT | Day 0 | |
| 129 | | Laptop + MDM | IT | Before start | |
| 130 | |
| 131 | **SOC2-aligned:** No production customer data until security training complete. |
| 132 | Log access grants. Offboard within 24h on termination (`soc2-compliance`). |
| 133 | |
| 134 | **Rep security hygiene (non-technical):** Before live customer contact, every |
| 135 | GTM hire completes password manager + MFA on email, CRM, Slack, and sequencer; |
| 136 | reads phishing patterns and demo screen-share checklist. Load |
| 137 | `references/gtm-security-hygiene-basics.md`. Customer data rules → |
| 138 | `references/gtm-data-exchange-playbook.md`. |
| 139 | |
| 140 | ### Phase 2: Week 1 — Immersion |
| 141 | |
| 142 | | Day | Activity | |
| 143 | |---|---| |
| 144 | | 1 | Company, ICP, product demo, tool access verify | |
| 145 | | 2 | Shadow 4 live calls (SDR or AE) | |
| 146 | | 3 | Pipeline stages + CRM hygiene (`pipeline-management`) | |
| 147 | | 4 | Messaging certification (`sales-enablement`) | |
| 148 | | 5 | Mock discovery + manager sign-off | |
| 149 | |
| 150 | **Slack:** Add to `#sales-team`, `#wins`, `#deal-desk` — not 20 channels day one. |
| 151 | Load `references/slack-engagement.md`. |
| 152 | |
| 153 | **Week 1 questions (both sides):** Manager and new hire align expectations via |
| 154 | `references/onboarding-questions.md` and `templates/new-hire-questionnaire.md` |
| 155 | (Roberge onboarding machine — diagnose ramp blockers early). |
| 156 | |
| 157 | ### Phase 3: 30-60-90 Plan |
| 158 | |
| 159 | | Period | SDR | AE | |
| 160 | |---|---|---| |
| 161 | | **30** | Certified messaging; 50 calls; 5 meetings held | Shadow 10 calls; 2 self-sourced opps | |
| 162 | | **60** | 50% quota; SQO quality pass | 50% quota; full cycle on 1 deal | |
| 163 | | **90** | Full quota | Full quota; forecast in CRM | |
| 164 | |
| 165 | Template: `templates/30-60-90-sales.md` |
| 166 | |
| 167 | **GTM Engineer / RevOps:** Use OKR-based 30-60-90 from `gtm-role-descriptions` → |
| 168 | the `gtm-role-descriptions` skill (gtm-engineer-jd.md) (stack audit week 1, one quick-win workflow, |
| 169 | production runbooks by day 90). Interview handoff context: `gtm-engineer-hiring.md`. |
| 170 | |
| 171 | ### Phase 4: Certification Gates |
| 172 | |
| 173 | No live outbound until: |
| 174 | |
| 175 | [ ] ICP quiz pass |
| 176 | [ ] CRM hygiene lab pass |
| 177 | [ ] Recorded mock call score ≥4/5 |
| 178 | [ ] Security training complete |
| 179 | [ ] Password manager + MFA verified (`gtm-security-hygiene-basics.md`) |
| 180 | [ ] Messaging doc peer-reviewed (Jason Bay PVP-style for outbound) |
| 181 | |
| 182 | ### Phase 5: Ramp Reduction Tactics |
| 183 | |
| 184 | | Tactic | Impact | |
| 185 | |---|---| |
| 186 | | Pre-built lists in CRM day 1 | -2 weeks to first meeting | |
| 187 | | Buddy SDR/AE for 4 weeks | +20% 90-day attainment | |
| 188 | | Daily 15-min manager coaching (Kevin Dorsey) | Faster skill correction — `sales-coaching` call rubric | |
| 189 | | Gong library "top 10 calls" | Pattern recognition | |
| 190 | | SPICED cheat sheet on second monitor | Better discovery scores | |
| 191 | |
| 192 | ### Phase 6: Slack Engagement Norms |
| 193 | |
| 194 | **Daily standup thread** in `#sales-team` (async-friendly) |
| 195 | **Win reactions** in `#wins` — manager amplifies |
| 196 | **Deal help** in `#deal-desk` with SPICED context required |
| 197 | **No DM-only questions** that should be team learning |
| 198 | **Response SLA:** manager <4h on ramp blockers |
| 199 | |
| 200 | ### Phase 7: Measure Ramp |
| 201 | |
| 202 | | Metric | Target | |
| 203 | |---|---| |
| 204 | | Days to first qualified meeting | SDR <21; AE <30 | |
| 205 | | Days to first opp created | AE <45 | |
| 206 | | 90-day attainment | ≥70% of tenured baseline | |
| 207 | | CRM hygiene score | ≥90% required fields | |
| 208 | |
| 209 | ## Output Format |
| 210 | |
| 211 | 30-60-90 plan per role |
| 212 | Security access checklist with owners |
| 213 | Certification rubric |
| 214 | Slack channel map |
| 215 | Ramp metrics dashboard spec |
| 216 | |
| 217 | ## Quality Check |
| 218 | |
| 219 | [ ] Day 0 access defined (CRM, email, Slack, MFA) |
| 220 | [ ] Certification before live customer contact |
| 221 | [ ] 30-60-90 measurable outcomes per role |
| 222 | [ ] Manager daily coaching cadence week 1–4 |
| 223 | [ ] Slack norms documented (≤5 channels week 1) |
| 224 | [ ] Ramp metrics with targets |
| 225 | |
| 226 | ## Common Pitfalls |
| 227 | |
| 228 | **Tools day 5.** Rep sits idle. Fix: RevOps SLA day 0–1. |
| 229 | **PDF dump.** Fix: shadowing + certification. |
| 230 | **Live sends day 1.** Brand damage. Fix: certify messaging first. |
| 231 | **Slack channel sprawl.** Fix: core 3 channels, expand week 3. |
| 232 | **No security training.** SOC2 audit fail. Fix: gate production access. |
| 233 | |
| 234 | ## Execution Artifacts |
| 235 | |
| 236 | `references/framework-notes.md` |
| 237 | `templates/output-template.md` |
| 238 | `scripts/check-output.py` |
| 239 | `references/security-access-checklist.md` |
| 240 | `references/gtm-security-hygiene-basics.md` — Passwords, 2FA, phishing, demo screen share |
| 241 | `references/gtm-data-exchange-playbook.md` — Customer data exchange SOP |
| 242 | `references/slack-engagement.md` |
| 243 | `references/ramp-benchmarks.md` |
| 244 | `references/hr-gtm-playbook.md` — HR GTM onboarding system (Stacey Nordwall) |
| 245 | `templates/30-60-90-sales.md` |
| 246 | `templates/certification-rubric.md` |
| 247 | `references/onboarding-questions.md` — manager ↔ new hire question banks |
| 248 | `templates/new-hire-questionnaire.md` — Week 1 joint form |
| 249 | `references/cold-calling-experts-index.md` — phone ramp router |
| 250 | `references/ryan-reisert-cold-calling.md` — CRM Buckets certification |
| 251 | `references/ronen-pessar-cold-calling.md` — ColdCall-Market Fit gate |
| 252 | `references/tom-slocum-cold-calling.md` — 3×3 + sell-the-meeting |
| 253 | **Canonical lifecycle:** `references/gtm-lifecycle-stages.md` (Revenue Team Lifecycle) · the `gtm-metrics` skill (lifecycle-monitoring-dashboard.md) (Ramp panel) · `references/lifecycle-metrics-by-stage.md` (ramp metrics) |
| 254 | |
| 255 | ## Related Skills |
| 256 | |
| 257 | `sales-enablement` — collateral and playbook |
| 258 | `sales-coaching` — REKS ongoing |
| 259 | `soc2-compliance` — access control |
| 260 | `deal-desk` — enterprise security review + customer data checklist |
| 261 | `customer-onboarding` — post-sale data handoff boundaries |
| 262 | `gtm-leadership` — manager accountability |
| 263 | `pipeline-management` — stage certification |
| 264 |
Discussion
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