Client Account Executive Onboarding Path
CAEs - Start your role-based onboarding here.
Welcome from our CEO, Sandi Lin.
Scroll down to begin your onboarding.
Scroll down to begin your onboarding.
Welcome to Skilljar!
Your complete guide to getting started at Skilljar. Like syllabus day from college, except this time you're the one getting paid!
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The Customer Education Industry
Learn how things work behind the scenes in Customer Education and why customers and analysts love Skilljar.
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Skilljar Platform Basics
We'll dive deeper into product training later, but this course covers the basic building blocks of Skilljar.
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Case Studies
Find relevant case studies to share with prospects
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Case Study Matrix
Filter and sort published case studies by segment, prior LMS, use case, and more!
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Our Sales Tools & Systems (AE)
Set up your sales tools and configure your command center.
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2/5/24: BoostUp Training | Marketing Updates
This course contains the slide deck and recording from the 2/5/24 Skill Up.
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AE Week 1 Wrap Up: What's Next?
A recap of your first week so far, and a reminder to complete outstanding items from your onboarding checklist.
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Week 1 Onboarding: Knowledge Check
A quick quiz on some key learnings from your first few days at Skilljar.
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How to Position Skilljar (AE)
Learn how to use your "Skiller" instinct to proactively inform prospects on key Skilljar differentiators and value.
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1/8/24: Security Training | Content Syndication Launch!
This course contains the slide deck and recording from the1/8/24 Skill Up.
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The Buyer Journey & Skilljar Sales Process
Learn Skilljar's sales process from prospecting to closing and beyond!
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Customer Success, Implementation & ProServ
Everything you need to know about Customer Success, Implementation & Professional Services at Skilljar!
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Prospecting 101
Work smarter. Not harder. Learn Skilljar's best practices, tips and tricks for successful prospecting and test your might with some (open book) knowledge checks.
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AE/SDR Playbook
Your comprehensive guide to building a solid partnership with the SDR and Marketing teams.
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Your Role and Expectations
A RevOps guide explaining expectations for your role, activity & success standards, and helpful reports to help you keep track.
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AE Week 2 Wrap Up: What's Next?
A recap of your second week so far, and a reminder to complete outstanding items from your onboarding checklist.
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Welcome to Skilljar Product Training
A foreword and introduction to product training.
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Skilljar Product Overview
A beginner's guide to Skilljar's platform from the perspective of a learner and admin.
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Setting Up Your Domain(s)
A deep dive into domains and their associated features and settings.
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Building Courses in Skilljar
A course on building courses...in Course Management.
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Publishing Courses & Objects
Learn all about publishing courses and other objects through Domains & Publishing.
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Product Training: Knowledge Check
A quick recap of everything you learned in product training.
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Business Discovery
Listen to Business Discovery recordings and download a mock ValuePrompter (a tool used in our methodology) to reference while following along with each call.
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Certification: Telling Customer Stories
Become certified at delivering a concise and compelling customer story in video or audio format, aligned with Value Selling.
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Certification: Writing a Plan Letter
Become certified at collecting intel & BANT and writing a crisp mutual plan email, that summarizes problems, solutions, and value to your prospect.
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Certification: Running a First Meeting
Become certified in Skilljar's first meeting approach, using an elevator pitch, customer stories, and slides, paired with effective discovery.
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Week 3 Wrap Up: What's Next?
A recap of your third week at Skilljar, and a reminder to complete outstanding items from your onboarding checklist.
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Discovery Workshop Deck
Learn how to position Skilljar using Discovery Workshop deck in an interactive setting with your prospects.
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7/24/23: Skilljar Academy Facelift | Discovery Workshops
This course contains the slide deck and recording from the 7/24/23 Skill Up.
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8/28/23: Discovery Workshop Superlatives
This course contains the slide deck and recording from the 8/28/23 Skill Up.
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Certification: Discovery Workshop Meeting
Lead a presentation and become certified on the Discovery Workshop deck and a demonstration of customer sites.
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Week 4 Wrap Up: What's Next?
A recap of your fourth week at Skilljar, and a reminder to complete outstanding items from your onboarding checklist.
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What is Functional Discovery?
Learn what Functional Discovery means and how it helps you win more!
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Quote & Contract Management
Learn about quoting, using Deal Desk and contract management at Skilljar.
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Understanding the Skilljar Master Services Agreement (MSA)
An explanation of the Skilljar contracting philosophy and section-by-section explanation of the MSA.
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Skilljar Proposal Deck
An introduction to the beautiful deck that will help you cross the finish line as you have pricing & partnership calls with your prospects.
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Week 5 Wrap Up: What's Next?
A recap of your fifth week at Skilljar, and a reminder to complete outstanding items from your onboarding checklist.
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