Training Modules

Definition of Training Modules for both GlenX and Glencoco Campaigns and how Customers can use the AI Knowledge Builder to speed up the generation of Training Modules

Prerequisite: You'll need to either be a Caller or a Business for this section to make sense.

If you're a Business, you'll need to create a business workspace at https://customer.glencoco.com using a non-personal email domain.

If you're a Caller, you'll need to create a user account at https://www.glencoco.com/openings/application. Once you're approved, you can subsequently login via https://user.glencoco.com.

Definition(s)

• GlenX Campaigns and Glencoco Campaignsboth come with Training Modules that are meant for both AI and Human audiences to digest to familiarize themselves with the nuances, pitch, ICP, qualification criteria, and other important enablement aspects of a campaign.

• Customers can leverage the AI Knowledge Builder to speed up the generation of Training Module content by providing public website URLs/landing pages or uploading docs and pdfs for the AI to take and generate into the Default Sections of a Training Module.

Default Sections of a Training Module

Company Overview

Product Overview

ICP / Buyer Persona Description

Competition

Qualification Criteria

Objection Handling

Call Script Example

Case Studies

Access & Privileges

• Customers have full access and privileges to maintain and update training modules.

• Caller (aka Fractional Rep)s generally approved for the platform can view in full training modules for listed campaigns, since the whole point of training modules is to provide robust enablement for fractional reps interested in working on the campaign.

• Training Modulesmust be completed in full by a Caller (aka Fractional Rep)so that they can submit User Auditionsfor the campaign.

• While Caller (aka Fractional Rep)s approved for our marketplace all sign NDAs as a pre-requisite before being able to view Training Modules, Customers should be thoughtful so as to avoid overtly sensitive information, such as detailed pricing/internal docs.

When considering information to provide in Training Modules, it's important to recognize that training content should be oriented towards selling a meeting, not selling the actual product.

Cold call training will necessarily be different from Account Executive training, although there will likely be significant overlap.

• 95% of everything a Caller (aka Fractional Rep)needs to know to be able to properly pitch Leadson a meeting likely should be publicly accessible marketing content.

Custom Sections of a Training Module

• Modules can be customized with custom sections besides the default sections. Default sections may also be removed in favor of custom sections. To create a new section as a Customer, press the plus sign in the training module section.

How the Training Module powers the Dialer

Training Module content is used:

• To calibrate the AI model for a given campaign, to surface proper objections, talk tracks, and give coaching feedback to Caller (aka Fractional Rep)s on the campaign

• By Caller (aka Fractional Rep), to prepare for User Auditionsto be Approvedfor a campaign.

For Customers

Learn about Setting up Training & Enablement Modulesfor a campaign.

For Callers

Learn how to Complete Training Modules for a Campaign for a campaign.