Client Onboarding Checklist: Steps, Templates & Best Practices
Looking to close more deals and drive revenue?
Figuring out your customers' unique pain points, needs, and buying preferences is no longer enough.
You need to provide your sales team with the tools and resources they need to deliver personalized, effective, and engaging sales experiences. And this is exactly where sales enablement content comes into the picture.
Put simply, it’s content created to help salespeople dominate the competition and smash their sales goals–it's like giving your sales superpowers.
Read on as we dive into the basics of sales enablement content and the 17 types of content you should start leveraging.
Get ready to transform your sales strategy and watch your conversions soar!
Fortunately, you don't need design skills to create your sales enablement content. Visme has dozens of templates you can customize–just pick a design that matches your brand or purpose—no design experience required.
Sales enablement content is content that’s designed to help buyers make their purchasing decision.
Meaning: each piece of content that you create for helping warm leads in your pipeline has the sole purpose of encouraging them to convert.
For example, if a lead can’t decide whether to pick between your tool and your competitor’s, offer them a “your tool vs competitor tool” comparison post. This will assist them in comparing both tools’ features, pricing, use cases and more, helping them call the shots.
Briefly, sales enablement content is crucial for growing sales and boosting revenue.
It makes salespeople's jobs productive while improving leads’ experience with you on each of their buyer’s journeys.
Essentially, buyers today have a lot of choices.
If they can’t find what they’re looking for in your business or if a sales rep fails to explain how the product can help, it doesn’t take them long to opt for another option.
Of course, in a competitive market space where your target audience has multiple options, this isn’t something you can afford with every lead.
The solution? A better equipped and informed sales team with a strong grasp of your product and business values.
This is where the importance of sales enablement content shines through. It’s content that’s an essential arsenal for the sales team, helping them navigate various stages of the sales cycle.
Naturally, as reps share relevant content with leads, it not only helps them decide but also improves their experience with you.
Interestingly, 86% of buyers are willing to pay more for a good customer experience. It’s also a great experience that breeds loyalty among customers.
In a nutshell, a sales enablement content strategy is essential for the sales team to:
For the business, this translates into increased sales and revenue.
Now for exactly which content you should be focusing on:
We’re talking in-depth posts that solve customers’ product-related concerns.
Let’s say you’re talking to a lead who wants to learn how to animate their graphics.
In such a case, you can invite them for a product demo that walks them through your product’s animation features. As you do so, it’s also helpful to link to blog posts explaining how to use the feature.
This way, you can maximize the value by offering the lead a feature-specific demo while also giving them content that can help them self-learn in case they aren’t ready for a call yet. It’s a great way to combine content marketing and sales enablement content.
Blog posts come in various shapes and sizes though. So you shouldn’t limit yourself to creating feature-related blog posts i.e. posts that roughly read “how to do X using our tool.”
Another option you’ve here are comparison posts that put your product alongside 1-2 other products. Example: We compared our tool to another infographic maker.
Yet another option is to write alternatives posts.
These provide prospects with a look at all the options available to them while subtly making them realize your product matches their needs the best. Our post on alternatives for Magisto is an example here.
Create your own free Visme account and start creating stunning visual content that your audience will love.
When creating high-quality blog posts, it's important to include high-quality graphics. To make this process easier, consider using Visme's AI image generator to create unique graphics.
With the help of this advanced tool, you can generate various types of graphics, including photos, icons, paintings, abstracts and more.
Explain the tool about what you want to generate, and the tool will generate it for you within seconds.
There’s nothing more persuading than sharing stories of other customers seeing success with your product.
It brings social proof to the table, telling prospects how others like them are achieving great results and they can too. Also, it’s one of the most compelling forms of b2b sales enablement content.
To create winning case studies though, provide concrete details. Be specific about the results a customer is accomplishing and how they’re achieving it.
Plus, keep it short and to the point so leads can quickly digest a lot of information at one glance. Creating an infographic case study can help to this end — here’s a template to speed up the process for you:
Note that the template is fully customizable.
So all you’ve to do is log into Visme, change the template’s colors and font to align with your visual brand and replace the placeholder text. And you’re done. Voila!
Want to create a detailed but readable case study that’s not a one-pager? Choose from Visme’s case study template gallery. Here’s an example:
This type of sales enablement content is useful for educating the sales team and developing a strong sales strategy.
Basically, a sales playbook is a handy guidebook that packs in sales best practices for various situations.
So, for example, if a rep finds themself in a challenging situation, they can find the best way to resolve the situation in their sales playbook.
For this kind of educational content to be effective, it’s essential that sales leaders sit with the marketing team to share their insights and experiences.
From there, it’s on the marketing team to weave the information into a clear, easy-to-understand copy.
Finally, put the information into a Visme sales playbook template so it’s visually engaging and easy to navigate.
Like blog posts, ebooks help educate and persuade prospects by answering questions or product-related concerns they have. However, ebooks tend to be more comprehensive than blog posts.
Before writing an ebook, however, it’s best to talk to the sales team to find out questions that the target buyer has.
This way, the next time a lead asks the same question, reps can link them to an ebook that answers their query in depth.
One caveat here: it can be challenging to get people to read the book from cover to cover.
But there’s a secret to making sure they do. And it’s to make sure you arrange all the content in a visually engaging format that’s super simple to read.
Instead of adding work to your plate though, consider using ebook templates to create this type of sales enablement content. Here’s one:
Want to design from scratch? Here’s how to use Visme to design ebooks:
Struggling with content for your ebook? Visme has an advanced tool to help you write informative, engaging Ebook content: Visme AI Writer. This tool can handle writing tasks involved in Ebook content creation, from crafting compelling introductions to summarizing complex ideas concisely.
You can use this tool to generate text for every document you create in Visme, from presentations and infographics to white papers and case studies.
See how we shared a helpful video resource above on using Visme to design ebooks?
Your sales team can do the same.
And if you’re wondering whether all the written content you’re planning to create is enough, think again.
244.4 million people in the US alone consume video content. So having video walk-throughs on product features and processes is essential to convert leads better.
You don’t need to feature yourself in the video if you aren’t comfortable though. Try creating screen recorded and explainer videos instead.
These explainer video templates will help.
Besides you can also leverage video for creating educational sales enablement material for sales reps. For example, give new reps a company overview using video:
Looking for valuable for sales enablement ideas? Try creating whitepapers.
A white paper is a research-backed document that does little direct persuasion. It also doesn’t share opinions.
Instead, it goes deep into a topic — deeper than ebooks — and convinces based on facts, evidence and real-life stories.
Again, you can use it for educating the sales team or for convincing customers.
For example, use a white paper to educate leads in your field. This positions you as the authority on the subject which, in turn, helps you gain prospects’ trust.
Here are more white paper examples to explore.
That said, once you’ve written your white paper, make sure you design the content in a readable format. These ready-to-use templates will help.
Product sell sheets are one-page documents that spotlight your product's features. They're quick and easy to use and should be a staple for any sales enablement strategy.
Put another way, these sheets are text-based elevator pitches designed to grab your target audience’s attention instantly.
Successful product sell sheets are direct, to the point and designed to engage.
But you don’t need to outline all features as that can confuse target customers. Instead, cherry-pick a handful of top features most important to customers and highlight them.
Here are more templates with an example below. These will make it uber-simple for you to create your document within minutes.
Visme's AI Image Touch-Up tools can make your product images look amazing and provide them with a professional touch. They allow you to enhance the quality of your photos by removing unwanted objects, unblurring and upscaling pixelated images, changing unwanted backgrounds and more.
With these tools, you don't have to edit your images manually. Just select your image and provide a prompt: the tool will do it for you within seconds.
Proposals serve as effective sales collateral that promotes your business or service to potential clients.
For these to land you clients though, it’s essential you be thorough in sharing about your business, customers (think: customer testimonials), how you can help and pricing.
Plus, it’s crucial you design them to engage readers. The reason? It’ll help you stand out in the sea of proposals that prospects get.
If you don’t have the time, simply grab a proposal template from Visme’s bank and customize it. Here’s one:
A well-designed and delivered sales presentation set the tone of all the conversations you’ve with potential customers.
It also distinguishes you from competitors, leaving a good impression on customers.
The key, however, is to focus on both your style of delivery (learn tips from the video below) and your slide design.
As for the design, pick a template and half your job is done. But to create an outstanding presentation, consider making it interactive, which is a great way to engage your audience.
With Visme's versatile templates and interactive capabilities, you can create sales presentations that impress and efficiently communicate your message.
Here's what one of our satisfied customers, Kendra Bradley, Graphic Content Developer at WOW!, says about Visme's presentation capabilities:
“Previously we were using PowerPoint, which is fine, but the interactivity you can get with Visme is so much more robust that we’ve all steered away from PowerPoint.”
“PowerPoint templates are plain and boring, and we want to create more fun and engaging content. Visme has multiple slide templates to choose from, which makes this so much easier.”
“I just made a deck recently and it took me about 15-20 minutes. I found a template I really liked and tweaked it and put it in our brand colors. In PowerPoint, it would take anywhere from an hour to an hour and a half.”
Another popular and compelling content for sales enablement is webinars.. In particular, webinars that teach their viewers how to accomplish something with your product.
For product-led webinars, it’s essential you co-host with product experts. These could be anyone internal such as the product manager or external like a client who uses your tool.
Having experts onboard boosts your webinar’s credibility. Know what else makes it engaging? Interactive elements such as Q&A sessions and polls, and a well-designed presentation.
For the latter, Visme can help. We’ve got plenty of templates you can choose from. Here’s a favorite:
From slideshows to navigable PDF documents and videos, compile customer testimonials in a handy format.
This way, sales reps can easily access them — even find the most relevant ones to quote in sales presentations and proposals.
Simply create a testimonial swipe file to collect all positive customer comments and reviews in one place.
Next, put them into an engaging format. Fortunately, for this, Visme can help. You can both design from the scratch or pick a template.
For example, steal this customer testimonial video template:
71% of companies that use sales battlecards say they’ve improved their win rates. So you know what to do, right?
Essentially, these are one-page cheat sheets packed with talking points to help your sales team close more deals.
The definition itself makes it clear: your sales battlecards’ content decides how much of a winner this content type is for reps.
One another thing: the way you present all the expert insights also plays a critical role in ensuring the information sinks into the reps’ minds.
Use this sales battle card template to create a powerful sales tool that will help you close more deals.
These are best produced when marketing and sales teams work together to understand who exactly the audience is.
Both teams need to bring insights on the buyer profile from their ends to ensure the customer or user persona is as accurate as possible.
But instead of creating a hefty document on your ideal customer, design a digestible persona such as this one:
This type of sales enablement content captures each stage your target audience goes through before buying from you.
For building a useful customer journey map, ensure you pack in granular details so reps can use it to improve prospects’ experience at each step of the way. You can also repurpose this concept to create a strong client onboarding checklist, ensuring a smooth handoff from the sales rep to the account executive.
Email is among the top three ways for salespeople to connect with prospects. This makes email templates another important sales enablement content type to create.
Write different templates to help reps save time and connect with more buyers.
However, keep in mind, design email templates with room for flexibility so reps can change them as needed.
Remember to integrate all your branding assets seamlessly when designing your emails and other sales content. This will ensure a consistent and professional branding experience throughout the sales cycle.
Incorporating branding assets into all your designs might seem challenging, but Visme's brand design tool makes the process much easier and more effective.
The tool lets you create and save all your brand elements, such as brand fonts, brand colors and company logo and apply them to all your designs in one click.
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Online brochures can be a salesperson's best friend. They are like a virtual showcase of your products or services. Just like regular paper brochures, online brochures are packed with important details about your offerings.
However, they're even better! You can fill them with captivating images, videos or even interactive features. This makes it easier for customers to understand your products and services better. Plus, they can conveniently go through it anytime, anywhere.
Visme gives you multiple options to share and publish your visual content. It allows you to download your documents in PNG, JPG and PDF format so you can use your brochures offline. Or, you can publish your brochure on social media directly from the Visme app.
Also, you can generate a snippet of code to embed your brochure anywhere on the web or generate a sharable link to send to your customers directly.
Think of a company sales one-pager as a brief, to-the-point snapshot of your business that you can use to pitch your offerings to a potential customer quickly.
It's a concise preview of your company that has a powerful effect! This one-page material ideally includes key details about your products, services and the unique value proposition your company provides.
It's the perfect tool for brief, effective communication, specially crafted for quick discussions or follow-up meetings. So, with a company sales one-pager, you aim to make a significant impact in a small space!
Below is a company sales one pager template that you can customize for your business. Visme also has a wide range of one pager templates for every department across your organization including marketing, project management and human resources.
To recap, value-packed, relevant sales enablement content can make the difference between leads moving quickly through your pipeline and leads going MIA or sitting too long in one stage.
For creating most of these 17 types of content though, it’s essential for the sales and marketing teams to be aligned. This ensures the marketing team has all the relevant fodder for creating invaluable sales enablement content.
As for making sure all content is presented in a readable format, Visme’s got your back with its template gallery and easy, DIY design tool.
When creating sales enablement content, you don't want to leave out brand or sales information on any page. With Visme's Dynamic Fields, you can keep your data updated throughout your report, document or presentation.
So sign up for Visme today and start creating content for growing your sales and revenue.
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