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Day 1 — Get Set Up
✓
Set up your work accounts & tools
CRM login (HubSpot), email, Slack, Rippling, and LinkedIn Sales Navigator
Day 1
✓
Meet your manager & onboarding buddy
Intro call with your sales manager and assigned onboarding buddy
Day 1
✓
Review the CSAI Marketing folder
Browse decks, one-pagers, and brand assets in Google Drive
Day 1
✓
Read the Employee Handbook
Familiarize yourself with Cloudastructure policies and culture
Day 1
Week 1 — Know the Product
✓
Complete product demo walkthrough
Watch or attend a live demo of Cloudastructure's core AI security offering
Week 1
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Study the pitch deck & key messaging
Review the latest sales pitch deck and value propositions in the Marketing folder
Week 1
✓
Learn ICP & target personas
Understand Cloudastructure's ideal customer profile and buyer personas
Week 1
✓
Complete HubSpot training videos
Watch the training videos in the HubSpot section of this portal
Week 1
✓
Shadow 2 sales calls
Listen in on live or recorded calls with a senior rep
Week 1
✓
Explore the demo environment
Log in to the demo system and follow the walkthrough guide in this portal
Week 1
Week 2 — Start Selling
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Complete your first mock pitch
Deliver a 5-minute pitch to your manager for feedback
Week 2
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Build your first prospect list in HubSpot
Identify 20 target accounts and enter them as leads in HubSpot
Week 2
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Send your first 10 outreach emails
Use the approved templates from the marketing folder
Week 2
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Submit your first quote request to the SE team
Use the Quote Request form in this portal to submit a practice quote
Week 2
Week 3 — Get to Full Productivity
✓
Run your first live customer demo
Present the demo environment to a real or practice prospect
Week 3
✓
Have 5 qualified discovery calls on the calendar
Booked and logged in HubSpot with next steps recorded
Week 3
✓
Review expense policy & submit first expense report
Review the expense policy in the Policies section and submit via Rippling
Week 3
Sales Playbook
Product & Pitch Guide
Everything you need to confidently pitch Cloudastructure to prospects.
Value Proposition
Core benefits and why customers choose Cloudastructure over alternatives.
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Ideal Customer Profile
Who we sell to, key industries, company sizes, and buyer personas.
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Common Objections
How to handle the most frequent pushbacks from prospects.
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Discovery Questions
Key questions to uncover pain points and qualify leads.
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← Back to overview
💡 Value Proposition
- What we do: Cloudastructure delivers AI-powered remote security monitoring — replacing or reducing physical guards with always-on, intelligent camera systems.
- Primary benefit: Reduce security costs by 40–60% while improving incident detection and response time.
- Speed to value: Customers see ROI within the first 90 days. Use the ROI Calculator on the website to show a personalized figure during discovery.
- Differentiation: Cloud-native AI with LPR, USDOT detection, real-time alerts, and video-backed evidence — not a legacy camera system.
- Key verticals: Trucking & logistics, multifamily residential, commercial real estate, critical infrastructure.
← Back to overview
🎯 Ideal Customer Profile
- Company size: Mid-market and enterprise with multiple locations or large footprints
- Industries: Trucking & logistics, property management (multifamily), commercial real estate, warehousing, critical infrastructure
- Key buyer: VP of Operations, CSO/Director of Security, CFO (for ROI conversations), or Property Manager
- Champion: Often a security director or ops leader frustrated with guard costs, theft incidents, or lack of visibility
- Pain points: High guard costs, cargo/package theft, OSHA liability, insurance premiums, lack of audit trail
- Disqualifiers: Single-location small businesses without meaningful security spend, or those with very short lease terms
← Back to overview
🛡️ Common Objections & Responses
- "It's too expensive." → Frame around ROI: "Most customers recover their investment within 90 days. Let me show you a quick cost-benefit breakdown."
- "We already have a solution." → "That's great — many of our customers said the same thing before switching. What are the gaps you still see?"
- "We don't have bandwidth for implementation." → "Our onboarding team handles the heavy lifting — typical setup takes less than two weeks."
- "We need to involve IT / legal / finance." → "Absolutely — that's the right call. Can we schedule a broader call next week?"
- "Send me more info." → "Happy to — what specific questions can I answer for you now while I have you?"
← Back to overview
🔍 Discovery Questions
- "Walk me through how your team currently handles security across your sites — what does that look like day to day?"
- "What's the biggest bottleneck or frustration with your current setup?"
- "If you could fix one thing about your security operations, what would it be?"
- "How are you measuring success in this area today?"
- "What does your decision-making process look like when evaluating a new solution?"
- "What's your timeline for making a change — is there a forcing function driving urgency?"
Sales Tools
Demo Environment
How to access, navigate, and present the Cloudastructure demo to prospects.
🖥️ Demo Environment Access
Use the credentials below to log in. Do not share externally.
📋 Demo credentials are available in the CSAI Marketing Folder under "Demo Access." Contact your manager if you need access.
How to Run a Winning Demo
1
Set the stage before you share your screen
Ask the prospect: "What would be most valuable to see for your situation?" Then tailor the demo to their top concern — don't show everything. Lead with their pain point.
2
Start with the live camera view
Show the real-time monitoring interface. Point out the AI detection overlays — license plates, USDOT reads, motion zones. This is the "wow" moment for most prospects.
3
Walk through an alert & video clip
Show how an alert is triggered, how the system timestamps and clips the event, and how easy it is to retrieve and share the video. Emphasize the audit trail for disputes and insurance.
4
Show the reporting & access log
Walk through the event history and reporting dashboard. This is where CFO-type buyers engage — show them the data they'd have for compliance and insurance conversations.
5
Close the demo with the ROI calculator
Plug in their numbers live — number of locations, current guard spend, incident history. Let them see their own ROI. This is more persuasive than any slide.
6
End with a clear next step
Don't end on "any questions?" — end on a specific ask. "Can we schedule a site assessment?" or "Let me send a proposal for your two primary locations — does that make sense?"
Demo Resources
Tools & Training
HubSpot Training
Short training videos for the tasks you'll use every day. New videos added as they're produced.
🎬 AI-generated training videos are in production. Videos marked "Coming Soon" will be added here as they're completed.
Core Tasks — Getting Started
How to log into HubSpot and navigate the dashboard
~3 min
Entering a new lead (contact + company)
~4 min
Creating and updating a Deal in the pipeline
~4 min
Logging a call or meeting activity
~3 min
Sending an email sequence to a prospect
Coming soon
Pipeline & Reporting
Understanding your pipeline view and deal stages
How to move a deal through stages and update close date
Running your weekly activity report
Using filters and saved views for prospecting
Tips & Best Practices
How to keep your deals from going stale (activity hygiene)
Using HubSpot on mobile
📖 HubSpot Help Center
Additional documentation, tutorials, and certifications.
Visit HubSpot Knowledge Base →Tools & Training
Rippling
Your HR and payroll platform — everything from time off to expense reports.
Launch Rippling
app.rippling.com — sign in with your Cloudastructure email
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Expense Reports
Submit expenses for reimbursement — meals, travel, customer entertainment, and equipment.
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How to submit an expense report
~3 min
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Expense Policy
View
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Time Off
Request PTO, sick days, and view your remaining balances — all managed in Rippling.
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How to request time off
Soon
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Checking your PTO balance
Soon
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Payroll & Pay Stubs
View your pay history, download pay stubs, and manage direct deposit settings.
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Accessing your pay stubs
Soon
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Benefits
Health insurance, 401k enrollment, and other benefits are all managed through Rippling.
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Enrolling in benefits
Soon
Sales Tools
Request a Quote — SE Team
Submit the details below and the Solutions Engineering team will prepare a proposal for your prospect.
⏱ Turnaround: SE team typically delivers quotes within 2 business days. For urgent requests, ping the SE channel on Slack directly after submitting.
Resources
Policies & Employee Handbook
Everything you need to know about working at Cloudastructure.
Employee Handbook & HR
Employee Handbook
Culture, values, policies, and everything you need to know
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Expense & Reimbursement Policy
What's covered, limits, and how to submit via Rippling
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Time Off & PTO Policy
Accrual, approval process, and holiday schedule
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Benefits Summary
Health, dental, vision, 401k, and other benefits
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Resources
Marketing Materials
Access all Cloudastructure sales and marketing assets in one place.
📂 These materials live in the CSAI Marketing Google Drive folder.
Browse the full folder →
Sales Pitch Deck
Main slide deck for prospect meetings
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Product One-Pager
Leave-behind summary for prospects
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Email Templates
Outreach, follow-up, and nurture sequences
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Case Studies & Testimonials
Customer success stories by industry
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Competitive Battle Cards
How Cloudastructure stacks up vs. key competitors
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Pricing & Packaging Guide
Tiers, discounting rules, and deal desk contacts
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