How to Onboard Sales Reps in Slack: Step-by-Step Setup With Doozy

Here's what you're building: a four-week sales onboarding program that lives entirely in Slack. New reps are enrolled automatically the moment they join. Quizzes arrive on schedule without anyone sending them. A certification test closes out week four, and managers can see results without chasing anyone. No LMS login, no manual follow-up.

Doozy runs all of it. This is the setup guide.

Doozy automates onboarding sequences with Tracks — think of them as supercharged automated workflows that run inside Slack. You build the sequence of steps once, set the delays between them, and choose a trigger. Every new rep who joins #sales-team gets enrolled automatically. Build it once, it runs forever.

What the program looks like end-to-end

Before touching the app, map out your four weeks. This is the structure that works for most B2B sales roles — adjust for your product complexity and sales cycle length.

Week	Focus	What Doozy delivers
Day 1	Welcome + orientation	Intro message, buddy introduction, company quiz
Week 1	Product knowledge	Daily micro-lesson messages + product quiz
Week 2	Pricing and personas	Content messages + pricing objections quiz
Week 3	Competitive intelligence	Competitor positioning content + competitive quiz
Week 4	Certification	Final assessment covering all four areas

Every step is automated. Once a new rep joins the #sales-team channel, the sequence starts itself.

Step 1: Build your quizzes first

Your quizzes are the backbone of the program. Build four of them before setting up the workflow.

In the Doozy web app, go to Quizzes and create:

• Product knowledge quiz — core features, primary use cases, value proposition. Ten questions max. No jargon, no edge cases.
• Pricing and personas quiz — your pricing tiers, what's included at each level, your main buyer personas, and at least five common objection responses.
• Competitive quiz — your top two or three competitors, where you win, where they win, how to handle a direct comparison in a prospect call.
• Certification quiz — twenty to twenty-five questions drawing from all three topic areas. This is the final assessment that marks a rep as ready for full pipeline ownership.

If your content already exists in a doc or wiki page, paste it into Doozy's AI question generator. It'll produce a draft set of questions you can edit rather than writing from scratch. A complete four-quiz set takes under an hour if your source material is ready.

Step 2: Create the track

Go to Tracks and click Create New Track.

Name it specifically: Sales Onboarding — [Quarter] [Year]. When you have multiple programs running — sales, CS, engineering — generic names create confusion in the dashboard.

Set the trigger to User Joined, then filter it to the #sales-team channel. This means the track fires automatically for every new sales hire and only them. No manual enrollment, no risk of forgetting someone.

Step 3: Build the step sequence

Add steps in order. Here's the exact sequence:

Day 1

• Message step — Welcome message. Include links to: your main Slack channels, the CRM handbook, the sales playbook doc, and who to go to for what. Keep it short. This is orientation, not training.
• Introduction step — Select a sales manager or onboarding buddy as the connection. Doozy sends an automated introduction in Slack so the rep has an immediate go-to person. Set this to fire on day one.
• Quiz step — Assign a short company basics quiz (five questions covering team structure, values, key tools). Low stakes, just to confirm the rep has read the basics.

Week 1 — set a 1-day delay between each step

• Message step — Product foundations overview. Link to your product one-pager or key feature walkthrough.
• Message step (days 2–4) — One focused micro-lesson per day. Each one covers a single feature or use case. Keep each message to three to five sentences.
• Quiz step (end of week 1) — Assign the product knowledge quiz.

Week 2 — set a 7-day delay from end of week 1

• Message step — Pricing and persona overview. Link to your pricing page and ICP document.
• Message step — Objection handling reference. Common objections, suggested responses.
• Quiz step (end of week 2) — Assign the pricing and personas quiz.

Week 3 — set a 7-day delay from end of week 2

• Message step — Competitive landscape overview. Link to your battlecard doc.
• Message step — Worked examples: two or three real competitive scenarios with how to handle them.
• Quiz step (end of week 3) — Assign the competitive quiz.

Week 4 — set a 7-day delay from end of week 3

• Message step — Certification notice. Explain that this is the final assessment and that passing it marks them as ready for full pipeline.
• Quiz step — Assign the certification quiz. Results are logged in the Doozy dashboard automatically.

Step 4: Review delays and publish

Before publishing, check that every step has the right delay. A one-day delay between the day-one steps, then seven-day gaps between each weekly block. The pacing is what makes this feel structured rather than like a message dump.

Hit Publish. The track is live. Every new rep who joins #sales-team from this point forward gets enrolled automatically.

What managers see

Every quiz result — individual scores, completion rates, question-level breakdowns — is visible in the Doozy results dashboard. Managers can see at a glance who's completed week one, who's passed certification, and who has gaps.

Certification results are logged permanently. When you're having a performance conversation six months in, you have a documented record of what the rep understood at the point they went live with prospects.

Keeping the whole team sharp after onboarding ends

New reps become veterans, but product knowledge still decays. New features ship. Pricing changes. Competitors make moves.

Use a separate recurring track to push updates to the full #sales channel:

• When you ship a new feature, create a five-question quiz and add it to a standing Product Updates track. Schedule it for the week the feature launches.
• When a competitor changes pricing or releases something significant, add a competitive update message and a short quiz to your Competitive Intel track.

These take twenty minutes to build. The whole team stays calibrated without requiring a meeting.

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A complete sales onboarding program in Slack — automated from day one enrollment to week four certification — takes under two hours to build with Doozy.

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