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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
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Review the CSAI Marketing folder
Browse decks, one-pagers, and brand assets in Google Drive
Day 1
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Read the Employee Handbook
Familiarize yourself with Cloudastructure policies and culture
Day 1
Week 1 — Know the Product
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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
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Learn ICP & target personas
Understand Cloudastructure's ideal customer profile and buyer personas
Week 1
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Complete HubSpot training videos
Watch the training videos in the HubSpot section of this portal
Week 1
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Shadow 2 sales calls
Listen in on live or recorded calls with a senior rep
Week 1
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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 Sales Materials section
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
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Run your first live customer demo
Present the demo environment to a real or practice prospect
Week 3
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Have 5 qualified discovery calls on the calendar
Booked and logged in HubSpot with next steps recorded
Week 3
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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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Product Knowledge
Platform overview and feature walkthroughs to know the product inside and out.
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Customer-Supplied Installers
What to say when a customer wants to use their own installer — and how we make it work.
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← Back to overview
🔧 Customer-Supplied Installers
- The short answer: Yes, we support it. If a customer wants to use their own preferred installer or a vendor they already have a relationship with, Cloudastructure will manage that installer directly to ensure the deployment meets our standards.
- How it works: Cloudastructure acts as the technical project lead — we provide the specs, guide the install, and quality-check the outcome. The customer's installer does the physical work under our direction. A small management fee applies to cover our coordination and oversight.
- Why this matters to customers: Many enterprise property managers have preferred vendors or on-site maintenance teams they trust. Forcing them to use an unfamiliar installer can be a deal-blocker. This option removes that friction.
- What to say in the field: "If you have an installer you already work with, we can absolutely accommodate that. Our team will manage them through the process to make sure everything is set up to our specs — there's a small coordination fee, but it means you're not locked into a vendor you don't know."
- What not to promise: Do not commit to specific fee amounts in the field — that goes through the deal desk. The message is simply that the option exists and we handle the coordination.
- When to bring it up: Raise this proactively if a prospect mentions a preferred vendor, asks about using their own maintenance team, or pushes back on installation timelines. It's a strong differentiator most competitors can't offer.
✅ Bottom line: This is a yes — with guardrails. Position it as flexibility that protects the customer's timeline and existing relationships, while Cloudastructure ensures quality.
📂 Related Materials
⚔️
Battle Cards →
← Back to overview
🖥️ Product Knowledge
← 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." → "Let's run your numbers through our ROI calculator right now — most customers recover their investment in under 90 days just from guard cost reduction alone."
- "We already have cameras." → "Great — what happens when something is caught on camera? Our system actively monitors, alerts, and creates a searchable record. Passive cameras don't do that."
- "We use a guard service." → "Many of our customers kept a reduced guard presence. The typical result is 40–60% cost reduction while improving coverage — guards can't watch every camera at once."
- "We don't have bandwidth for implementation." → "Our team handles the installation and setup. Most sites are live within two weeks."
- "We need to involve IT / legal / finance." → "Absolutely — that's the right call. Can we schedule a broader call next week? I can also send the one-pager and ROI summary for them to review ahead of time."
- "Send me more info." → "Happy to — what specific concern can I address for you right now while I have you?"
← Back to overview
🔍 Discovery Questions
- "Walk me through your current security setup — how many locations, what coverage do you have today?"
- "What's your biggest security concern right now — theft, liability, access control, or something else?"
- "How much are you currently spending on physical guard services annually?"
- "Have you had any theft incidents, insurance claims, or OSHA events in the past 12 months?"
- "If you could improve one thing about your current security setup, what would it be?"
- "What does your decision-making process look like when evaluating a new vendor?"
- "What's your timeline — is there a contract renewal, incident, or budget cycle driving urgency?"
📂 Related Materials
📊
Sales Pitch Deck →
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.
📋 Contact your manager for your platform 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
Demo Script & Talking Points
Step-by-step guide for running a live demo
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Recorded Demo Walkthrough
Full demo recording to watch before your first live demo
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ROI Calculator (T&L)
Use live during demos — plug in the prospect's numbers
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ROI Calculator (Multifamily)
Use live during demos — property management prospects
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Tools & Training
HubSpot Training
Short training videos for the tasks you'll use every day.
Introduction & Setup
HubSpot Data Structure Basics
Email Connection
Calendar Connection
HubSpot Chrome Extension (For Email Logging)
Install the HubSpot Sales Extension to log emails automatically
HubSpot Signature (For Email Composing and Sequences)
Navigation & Views
Main Menu, Object Searches and Filtered Views
Object (Contacts, Companies, Deals) Views
Column Edits in Object Views
Contacts & Companies
Contact Profile
Contact Creation
Company Profile
Company & Deal Creation
Deals & Activities
Deal Profile and Stages
Deal Creation (Starts at 4:55)
Logging Activities Part 1
Logging Activities Part 2
Email Sequences
📋 Before You Begin
List Preparation: Before building your email sequence, you need a clean contact list in HubSpot. Create your list of contacts and send it to Mario. He will handle data cleaning and upload the list to HubSpot so it's ready for your sequence.
Content Creation: Write the email content for your sequence before you start building it in HubSpot. You can collaborate with Kathleen and Gabby from marketing, or draft your content yourself with help from Claude or ChatGPT.
Step 1
Create Message Templates
Learn how to create message templates in HubSpot. These templates form the foundation of your email sequence.
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Creating Message Templates
Step 2
Build Your Email Sequence
Building the sequence, understanding task creation, and configuring your sequence settings.
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Building The Sequence
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Tasks
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Settings
Step 3
Enroll Contacts
Once your sequence is ready, enroll your contacts into it.
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Enrolling Contacts
Step 4
Monitor Your Dashboard
Track the performance of your sequence — this is where you see all your data and results.
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Sequence Dashboard
⚠️ Important
⏱️
The 90-Day Rule: Finding Open Deals
Any deal that hasn't been touched in 90+ days is fair game — for any rep.
The rule: If a deal in HubSpot has had no activity logged — no call, email, note, or stage change — for 90 days or more, it is considered unworked and any rep can pick it up. This protects active pipeline while ensuring no opportunity sits cold forever.
How to find 90-day stale deals in HubSpot:
1
Go to Deals → All Deals
In the top nav click CRM → Deals. Make sure you're in the "All Deals" view, not your personal view, so you can see the full pipeline.
2
Add a filter: Last Activity Date
Click Filter (top right of the deals table) → Add filter → Search for "Last activity date" → Set operator to "is more than" → Enter 90 days ago. This surfaces every deal with no logged activity in 90+ days.
3
Add a second filter: Deal Stage
Add another filter for Deal Stage → exclude Closed Won and Closed Lost. You only want open opportunities that have gone cold — not completed deals.
4
Save as a view
Click Save view and name it "90-Day Stale Deals". This becomes a one-click list you can check regularly. Run it weekly as part of your prospecting routine.
5
Claim a deal — log activity immediately
Once you've identified a deal to pick up, open it and immediately log a note or activity (e.g., "Claiming this deal — reaching out to [contact] this week"). This timestamps your ownership and resets the 90-day clock. Then notify your manager before contacting the prospect.
⚠️ Before reaching out: Always check the deal notes and contact history to understand the full context. Don't cold-call a prospect who was mid-negotiation — review what happened first, then reach out thoughtfully.
📖 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
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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
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
Benefits Summary
Health, dental, vision, 401k, and other benefits
Sales-Specific Policies
Sales Commission & Compensation Plan
How you're paid, accelerators, and quota structure
Discount & Deal Desk Policy
Approval thresholds, process for non-standard pricing
MSA & Contract Templates
Standard agreement language — every proposal must include MSA
Resources
Sales Materials
Access all Cloudastructure sales assets in one place.
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
Customer success stories by industry
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Client Testimonials
Video and written testimonials from customers
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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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Demo Script & Talking Points
Step-by-step guide for running a live demo
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Recorded Demo Walkthrough
Full demo recording to watch before your first live demo
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ROI Calculator (T&L)
Trucking & logistics — use live during demos
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ROI Calculator (Multifamily)
Property management — use live during demos
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Admin
Executive Training Dashboard
Track which reps have completed onboarding and review their progress. Reps submit their status from the Progress page.
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Executive Access
Enter your PIN to view rep progress data.