Sales playbook
Answer in Slack
Quiz scheduled
Results recorded
Price objectionsExample
“Too expensive.” What do you ask first?
What are you comparing it with?
What discount would work?
Who approves the budget?
Sales enablement

Sales training,
delivered in Slack.

Build rep onboarding and sales quizzes in Doozy. Deliver them in Slack, automate quiz reminders, and track results. Keep reps current on your product, pricing, and positioning.

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Sales onboarding

Automate rep onboarding.

Build a repeatable program of product quizzes, call shadowing, and manager check-ins. Doozy delivers each step in Slack and records every new rep's progress.

  • Match the role

    Create separate programs, called tracks, for SDRs and account executives. Include the lessons, quizzes, and tasks each role needs.

  • Set the pace

    Schedule steps around each rep's start date. Reuse the track for your next hire.

Explore employee onboarding →
Rep onboarding
4 weeks
3 of 5 completed
✓
Meet your onboarding buddy
Day 1 · Introduction
✓
Product and pricing
Week 1 · Quiz
✓
Shadow a discovery call
Week 2 · Task
4
Sales playbook
Week 3 · Quiz
5
Practice pitch with manager
Week 4 · Task
Example rep onboarding program
Ongoing sales training

Turn playbooks into Slack quizzes.

Upload product guides, pricing updates, or battlecards. Doozy's AI drafts quizzes on what reps need to know and how to handle objections. Review the draft and schedule it in Slack.

1 · Upload your docs
sales-playbook.pdf
Doozy AI
2 · Review quiz8 questions
Q1Price objections
Q2Competitive positioning
Choose a schedule
3 · Send in SlackExample
Doozy

“Too expensive.” What do you ask first?

What are you comparing it with? ✓
Sales playbook to Slack training
Training results

Track completion and quiz results.

Doozy shows who has finished each quiz and how they answered. Find gaps in product or pricing knowledge, then use them to plan a refresher or focus your next coaching session.

  • Follow up automatically

    Choose how often Doozy reminds reps to finish required quizzes and how long reminders run.

  • Report on training

    Export completion records and answers as CSV files to share with sales leaders.

Explore training reports →
Sales playbook: price objections24 assigned · Example data
Completion · 3 of 24 employees shown
EmployeeStatus
Alex MorganSalesCompleted
Priya ShahSalesIn progress
Jamie LeeSalesNot started
Question 1 · 20 responses

“Too expensive.” What do you ask first?

  • What are you comparing it with? · Correct14 of 20
  • What discount would work?4 of 20
  • Who approves the budget?2 of 20
Example quiz report

Frequently asked questions

Use tracks for new-rep onboarding and quizzes for product launches, pricing changes, competitive positioning, and sales playbooks. Reps answer quiz questions in Slack. Send a whole quiz at once or spread questions across several days to fit around calls and meetings.

Yes. Upload supported files, such as PDFs or Markdown exports, or add a public web page. Doozy's AI drafts questions and answers for you to review and edit. Export material that sits behind a login before uploading it. For a product or pricing change, provide the updated source and review the revised quiz before scheduling it.

Yes. Build separate onboarding tracks for each role. Assign quizzes to specific people, employee groups, or Slack channel members so each team gets relevant product and playbook training. You can enroll new reps manually or use new-hire information from a connected HR system.Explore onboarding programs

Reports show completion, scores, and question-level answers. Use them to identify missed training or topics that need a refresher. A quiz checks knowledge; assess selling skills alongside call observations and manager feedback. Completion records and answers can be exported as CSV files.

Yes. Mark a quiz as mandatory and set the reminder frequency and window. Doozy reminds reps who have not finished, including quizzes in onboarding tracks. Reminders stop when a rep completes the quiz or the window ends. Reports show who still needs to finish.

Use Doozy for rep onboarding and ongoing knowledge checks in Slack, alongside your existing courses and sales tools. Manage accounts, opportunities, and pipeline in your CRM. Training results are recorded in Doozy and do not automatically sync with your LMS or CRM.

Enterprise plans include SSO/SAML, dedicated customer success support, and help with security and procurement reviews. Talk to us about your teams, access requirements, and rollout. Security documentation and the SOC 2 report are available through our trust and security page.Review security and compliance