A Claude Skill that generates a 30/60/90 onboarding plan tailored to a new rep’s prior background and your specific sales motion. Pulls a curated set of best-rep Gong calls, your messaging docs, and a competency matrix, and outputs a Notion-ready plan with weekly checkpoints, recommended call recordings, and graded exercises.
What you’ll need
- Claude Code or Claude.ai with the Skill installed
- Gong access and a tagged library of best-rep calls (discovery, demo, negotiation)
- Notion API token and a template page
- A competency matrix doc (what a ramped rep can do)
- The new rep’s resume or LinkedIn URL
Setup
- Tag a Gong library. In Gong, build a folder of “gold standard” calls per stage of your motion. Aim for 10-15 calls covering different segments, deal sizes, and buyer types.
- Install the Skill. Drop
rep-onboarding.skillinto~/.claude/skills/. SetGONG_API_KEYandNOTION_TOKEN. Pointreferences/competency-matrix.mdandreferences/sales-motion.mdat your docs. - Generate.
build_onboarding_plan(rep_name="...", linkedin_url="...", segment="mid-market"). The Skill produces a Notion page with weeks 1-12 broken into daily tasks: shadowing, certifications, role plays, and self-paced reading. - Manager review. The hiring manager spends 15 minutes editing — adjusting based on what they know about the rep — and shares the page on day one.
How it works
The Skill reads the rep’s prior background and asks: where do they need most reinforcement? A rep coming from a competitor needs less product training and more positioning differentiation. A rep moving up-market from SMB needs more multi-threading and procurement training. A rep who’s never sold needs more fundamentals.
It then maps weeks to a structured progression: week 1 product fundamentals plus shadowing, week 2 internal certifications, week 3 supervised live calls, weeks 4-8 ramp to first independent deals, weeks 9-12 full quota. Each week ends with a manager checkpoint and a measurable artifact: a recorded role play, a passed certification, a first-call writeup.
The Gong calls are not generic — they’re chosen to match the segment the rep will work and the gaps the Skill identified.
Watch-outs
- Resume-driven assumptions. Resumes lie. The plan is a starting point, not a contract. Manager edits are mandatory.
- Stale Gong library. Update the tagged library quarterly or it ages out of usefulness fast.
- Plan vs. execution. The plan is worthless if the manager doesn’t run the checkpoints. Pair this with a manager-side weekly review automation.
Stack
- Gong — source of best-rep call examples
- Notion — destination plan and checkpoint tracker
- Claude — plan synthesis tailored to the rep’s background