You've done the technical setup, you've selected, tested and iterated on plays to implement with a couple of reps. Now it's time to roll out to all the Sales team! As an Ops, your role is crucial here for ensuring a successful launch and long-term adoption. This guide will walk you through the key steps to prepare for the rollout and empower your team.
High level here's what you'll be planning for here
A Kickoff Training: a live meeting with your Sales team introducing MadKudu, how to use it in their day-to-day workflow with a live demo to increase productivity, save time and close more deals
Office hours: open session to help users ramp up on MadKudu
Guides for async training: using MadKudu's knowledge base or creating your own in your sales enablement tool.
Before rolling out MadKudu Copilot, it's important to fully grasp the platform's benefits so you can articulate its value clearly to the sales team. Here’s how MadKudu Copilot will enhance their daily workflows:
360-degree customer intelligence: gain access to insights on your prospects, who they are, what they are showing interest for ... based on engagement on your website, marketing, product, LinkedIn ...
Sales plays with real-time daily alerts: surface the most relevant people to prioritize each day with the recommended actions to take with personalized plays helping. This helps engage with prospects at the right time and without a 5 step process across multiple tools
Prepare session
D - 14 days
Ensure at least 1 user can access MadKudu: in Salesforce / Outreach / Gong Integration (they can access MadKudu Inbox and Account / Contact Intelligence iframes)
Get the list of users to invite to MadKudu with their team
Set the date
Invite the team to
presentation meeting
office hours
Secure attendees
Team leader for sponsorship
Advocate rep for testimonial
Create presentation deck
D - 2 days
Dry-run of the enablement session (demo flow with use cases and stories)
Run training session
Invite users to MadKudu so they receive the invitation to connect
Run presentation
Run office hour session #1
D+2 : Run office hour session #2
Monitor Usage
Use Copilot Reporting to track adoption and impact on the pipeline
Gather feedback from the team: Are they finding the insights useful? What could be improved
Iterate on Plays: Adjust your Plays based on what’s working and what’s not. For example, if reps aren’t engaging with certain plays, tweak the criteria or prioritize other signals.
Celebrate Early Wins
To drive excitement and encourage adoption, celebrate the early successes that come from using MadKudu Copilot
Share success stories: Highlight how MadKudu insights helped close deals or identify high-potential leads.
Recognize top users: Consider rewarding or recognizing sales reps who are fully leveraging MadKudu Copilot to achieve results.
Run refresher training sessions
Schedule a quarterly refresher training for new and existing users! In particular MadKudu ships new features on a biweekly/monthly basis to help them even more.