Training Variables

When you’re training a team, especially larger teams, it would be nice to define variables to show in cards, action plans, or guides.

Example: I’m brining in 10 sales reps, and as part of their action plan I want them to each create a contact and a company. I can’t have a single set of information because if they’re going through the action plan at the same time it would be duplicate information. I also don’t want to have to create 10 copies of each action plan, guide, or card because that will bloat bases and create redundant information.

Solution?: Somewhere in Supered There would be a data base of ‘training’ information that I can set. I would imagine it would need to be deployed to each client account. Then the system will take line one’s training data and use it for User A, and line two’s data for User B, and so on. It would allow only 1 set of materials to be made, lessening the bulk of assets I have to manage and Supered has to store. Like HubSpot property tokens I could use some ‘internal code’ notation to reference a data base to pull information from.

End Goal: To be able to have users go through an action plan and have data that they entered into HubSpot to be able to verify if they did it right, or did it at all. This means that during the onboarding you can walk reps through the exact steps they need to take, and review afterwards to confirm their progress. It would also be easy to remove these training records because we would know which ones they are going to be, before they’re even created. This would also allow for HubSpot reports on Supered training by building reports based off of the data base you’re using for the client so only these training records would show up.

I think this would be a helpful way of allowing users to get hands on practice actually doing something that they will be expected to do, while maintaining a boundaries and order to what hit’s a live portal.