Sales Enablement Platform Implementation - Project Details / Task List
Tag: sales-enablement
Total Hours: 100h
Structure: Multi-Milestone (>50h)
Milestone 1: Sales Enablement Platform Implementation - 1. Discovery & Configuration
Tag: sales-enablement
Description: Discovery, platform evaluation, selection, and initial platform configuration with content migration
Hours: 51h
Task List: (Sales Enablement) 1. Discovery & Platform Selection
Contains: Parts 1-2
| Task | Est | Description |
|---|---|---|
| 1. Audit Existing Content Repositories | 3h | Conduct a comprehensive inventory of all sales content across current storage locations to understand what exists, where it lives, and its current state. End state: Complete content catalog spreadsheet with metadata on location, type, age, and estimated usage. • Identify all content storage locations (Google Drive, SharePoint, Dropbox, wiki, Notion, Confluence) • Create content inventory spreadsheet with columns: asset name, type, location, last modified date, owner, sales stage • Categorize content by type: pitch decks, case studies, battle cards, product sheets, pricing docs, proposals, email templates • Flag content by age: current (< 6 months), aging (6-12 months), stale (> 12 months) • Note duplicate or conflicting versions of same content across locations • Document content gaps identified during inventory (missing personas, stages, or use cases) |
| 2. Conduct Stakeholder Interviews | 3h | Interview sales reps and managers to understand content discovery pain points, current workarounds, and wish-list features. End state: Stakeholder interview summary documenting key pain points, feature requirements, and success criteria. • Schedule 30-minute interviews with 3-5 sales reps across experience levels (new hires, mid-tenure, top performers) • Interview 2-3 sales managers to understand coaching and visibility needs • Interview marketing stakeholder to understand content creation workflow and handoff frustrations • Use consistent interview guide covering: time spent finding content, most-used resources, biggest gaps, ideal workflow • Document specific pain point quotes for executive presentation • Compile feature requirements ranked by frequency of mention |
| 3. Map Content to Sales Process Stages | 2.5h | Align content inventory to buyer journey stages and identify gaps in coverage. End state: Content mapping matrix showing what content supports each sales stage and where gaps exist. • Document current sales process stages (e.g., Discovery, Demo, Proposal, Negotiation, Close) • Map existing content to each stage based on intended use • Identify buyer personas and map content coverage per persona • Flag stages with thin content coverage • Note competitive battlecard needs by competitor • Create visual content map for stakeholder review |
| 4. Define Platform Requirements | 2.5h | Translate stakeholder needs and technical requirements into a formal evaluation criteria document. End state: Weighted requirements scorecard ready for platform comparison. • Document must-have features (CRM integration, content analytics, mobile access, SSO) • Document nice-to-have features (AI recommendations, digital sales rooms, learning paths) • Define integration requirements: CRM (Salesforce/HubSpot), email (Outlook/Gmail), calendar • Establish security and compliance requirements (SOC 2, data residency, SSO/SAML) • Set budget parameters including per-user licensing model expectations • Weight requirements by importance (must-have vs nice-to-have) for scoring |
| 5. Evaluate Platform Options | 4h | Compare leading sales enablement platforms against defined requirements through demos and trial evaluation. End state: Completed evaluation scorecard with recommendation. • Schedule demos with 2-3 platforms (Seismic, Highspot, Mindtickle, Showpad based on requirements fit) • Include 2-3 sales reps in demos to gather end-user feedback • Score each platform against weighted requirements • Evaluate vendor support quality: onboarding assistance, customer success, training resources • Compare pricing models (per user, tiers, annual commitment requirements) • Document pros/cons and fit-gaps for each platform |
| 6. Secure Platform Selection Approval | 2h | Present platform recommendation to executive sponsor and secure budget approval. End state: Platform selected, contract initiated, and implementation timeline confirmed. • Prepare executive summary: problem statement, evaluation process, recommendation with rationale • Include ROI projection based on time savings and expected adoption metrics • Present to decision-maker with stakeholder interview highlights and pain point evidence • Address questions and concerns, adjust recommendation if needed • Obtain budget approval and contract sign-off • Confirm implementation timeline and resource commitments |
Task List: (Sales Enablement) 2. Configuration & Integration
Contains: Parts 3-4
| Task | Est | Description |
|---|---|---|
| 7. Configure Platform Taxonomy and Structure | 4h | Set up the foundational content organization structure including folders, tags, and categories aligned to sales process. End state: Platform taxonomy configured and ready for content upload. • Create folder structure aligned to sales stages (Discovery, Demo, Proposal, etc.) • Define tagging taxonomy: content type, persona, industry, product line, competitor • Configure content categories that match how reps search (by stage, by use case, by persona) • Set up user roles and permissions (admin, content owner, sales rep, manager) • Configure SSO/SAML integration with identity provider • Document taxonomy decisions for governance guide |
| 8. Migrate Priority Content | 6h | Upload and properly tag the most critical sales content to establish initial platform value. End state: Priority content (top 50-100 assets) live in platform with correct metadata. • Identify priority content for initial migration: top-used decks, current case studies, active battle cards • Apply content freshness filter: only migrate content updated within last 12 months or explicitly approved • Upload content with proper metadata: tags, descriptions, related personas, sales stage mapping • Configure content expiration dates and review reminders for time-sensitive materials • Test content search and filtering to verify discoverability • Verify formatting and display across devices (desktop, mobile, tablet) |
| 9. Build Content Collections and Playlists | 4h | Organize content into curated collections for common sales scenarios and deal stages. End state: Pre-built content collections reps can use for typical selling situations. • Create stage-based collections (e.g., "Discovery Meeting Prep", "Demo Follow-Up", "Proposal Package") • Build persona-based collections for different buyer types (Champion, Economic Buyer, Technical Evaluator) • Create competitive battle card collections organized by competitor • Configure recommended content rules based on deal stage or opportunity type • Test collections with pilot users for usability feedback • Document collection structure for ongoing governance |
| 10. Configure CRM Integration | 6h | Connect the enablement platform to CRM to enable content access within sales workflow and activity tracking. End state: Bidirectional integration active with content accessible from CRM records. • Connect platform to Salesforce or HubSpot via OAuth/API • Configure which CRM objects link to content (Account, Opportunity, Contact) • Enable content sharing tracking - log when reps share content with prospects • Set up content engagement tracking - capture when prospects view shared content • Configure in-CRM content widget or sidebar for rep access • Test content sharing flow end-to-end from CRM to prospect view |
| 11. Set Up Analytics Dashboards | 4h | Configure analytics dashboards to track content usage, engagement, and effectiveness. End state: Analytics dashboards live showing content performance and adoption metrics. • Configure content usage dashboard: views, shares, downloads by asset • Set up engagement tracking: prospect opens, time spent, page views • Create adoption dashboard: platform logins, active users, search patterns • Build content effectiveness report: correlate content usage with deal outcomes • Configure manager view showing team content usage • Schedule automated weekly/monthly report distribution to stakeholders |
| 12. Test Integration and Data Flow | 3h | Validate all integrations are working correctly with realistic test scenarios. End state: All integrations verified working with documented test results. • Create test opportunity in CRM and walk through full content sharing workflow • Verify activity logging appears correctly on CRM records • Confirm prospect engagement data flows back to platform and CRM • Test SSO login flow for new users • Validate analytics data accuracy against manual verification • Document any integration limitations or known issues |
Milestone 2: Sales Enablement Platform Implementation - 2. Learning, Rollout & Handoff
Tag: sales-enablement
Description: Learning path configuration, team rollout, adoption management, and project handoff
Hours: 49h
Task List: (Sales Enablement) 3. Learning & Rollout
Contains: Parts 5-6
| Task | Est | Description |
|---|---|---|
| 13. Design Onboarding Learning Path | 5h | Create structured learning path for new hire sales onboarding with milestones and assessments. End state: New hire onboarding curriculum live with certification milestones. • Define onboarding curriculum modules: company overview, product training, sales process, tools training • Sequence modules with recommended completion timeline (e.g., Week 1, Week 2, Week 3) • Upload or link training content for each module (videos, documents, quizzes) • Configure knowledge checks or quizzes at module completion points • Set up certification milestone for onboarding completion • Define manager notification triggers for completion/non-completion |
| 14. Build Ongoing Training Programs | 4h | Configure ongoing skill development and product update training paths. End state: Recurring training programs configured for continuous enablement. • Create product update training path for new feature releases • Build competitive training module with battlecard certifications • Configure skill-based training paths (discovery skills, demo skills, negotiation) • Set up training assignment rules (by role, tenure, performance) • Configure completion tracking and manager visibility • Schedule quarterly content refresh reviews |
| 15. Recruit and Enable Sales Champions | 3h | Identify and train internal champions who will advocate for platform adoption among peers. End state: 2-3 trained champions ready to support rollout. • Identify 2-3 respected reps across teams as platform champions • Provide champions with early access and advanced training • Gather champion feedback on usability and content organization • Equip champions with talking points for peer conversations • Define champion role in ongoing feedback collection • Schedule champion check-ins during first 30 days |
| 16. Conduct Sales Team Training | 2h | Train full sales team on platform usage, content discovery, and integration features. End state: All sales reps trained and able to use platform independently. • Schedule live training sessions (recommend 45-60 minutes) • Cover core workflows: searching content, sharing with prospects, tracking engagement • Demonstrate CRM integration and in-workflow access • Walk through learning path navigation and certification requirements • Record session for on-demand access and future new hires • Distribute quick-reference guide with screenshots of common workflows |
| 17. Execute Phased Rollout | 4h | Launch platform to sales team in controlled phases to manage adoption and gather feedback. End state: Full sales team live on platform with initial adoption metrics tracked. • Launch to pilot group (champions + select team) for 1 week soft launch • Gather pilot feedback and address critical issues • Roll out to full sales team with announcement from sales leadership • Monitor daily login and usage metrics during first two weeks • Send targeted outreach to low-adoption users • Host office hours or Q&A session in week 2 for questions |
Task List: (Sales Enablement) 4. Governance & Handoff
Contains: Part 7
| Task | Est | Description |
|---|---|---|
| 18. Establish Content Governance Model | 3h | Define ongoing content management processes including ownership, review cycles, and archival rules. End state: Documented governance model with assigned owners and review schedules. • Assign content owners for each major category (product marketing, sales ops, competitive intel) • Define content review cycle (quarterly recommended for most content) • Establish content archival policy: auto-archive after X months without update, require re-approval • Create content request process for reps to request new materials • Document governance policies in platform admin guide • Schedule first quarterly content review meeting |
| 19. Transfer Admin Ownership | 2.5h | Hand off platform administration to client team with full documentation and training. End state: Client team self-sufficient in platform administration. • Identify client admin owner(s) - typically RevOps or Sales Ops • Conduct admin training covering: user management, content upload, taxonomy changes, reporting • Transfer admin credentials and document access • Deliver admin runbook with common tasks and troubleshooting • Provide vendor support contact information and escalation paths • Confirm client can perform basic admin tasks independently |
| 20. Schedule Adoption Review and Close Project | 2h | Establish post-launch review cadence and formally close the implementation project. End state: 30-day review scheduled, success metrics baselined, project closed. • Schedule 30-day adoption review meeting • Baseline success metrics: login rate, content usage, training completion • Document any open items or enhancement requests for future phases • Deliver final project documentation package • Conduct brief retrospective on implementation process • Formally close project and transition to ongoing support model |
Summary
- Total Milestones: 2 (51h + 49h)
- Total Task Lists: 4 (consolidated from 7 Parts)
- Total Tasks: 21 (one per Step)
- Total Hours: 100h
- Generated from: playbook_sales-enablement-platform-implementation.md
- Generated on: 2025-12-31