Operatix Ramped Up Their SDRs 33% Faster By Onboarding In HowNow

Employees all over the world are crying out for better onboarding experiences! Only 12% think their employer does a good job (Gallup).

And like many companies, Operatix were once held back by the technical limitations that made their onboarding process admin-heavy, inaccessible and lacking in engagement.

So, they revamped the process, using HowNow to deliver role-specific, accessible content that ramped people up 33% faster.

And, most importantly, their people loved it too - here’s how they did it.

• 40+ new sales team members onboarded through SDR Onboarding Program
• 79% average assessment score (across the organisation as a whole).
• 33% increase in early probation passes against their three-month target.
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“Unlike other onboarding experiences I’ve had, it was refreshing to know that the training and support provided would continue for my first 12 weeks” - Operatix employee.

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Role-specific, relevant pathways and involvement in real tasks

Operatix designed the SDR onboarding program with the role in mind, structuring it based on real-job tasks and delivering information and skills that would get the person ready to perform it.

Like pitching, a core sales skill that people also need the business context for:

“[I received] A comprehensive guideline of what makes a great script, with each step being broken down into parts. That made for easy understanding when building my own pitch.” - Operatix Employee.

They were given the chance to put this into practice by undertaking real tasks in safe environments, giving them hands-on experience to apply why they learned - leading to a sense of accomplishment and faster ramp up.

“I had a clear understanding of my roles & responsibilities as an SDR, so nothing was a surprise to me when I was fully integrated into my team” - Operatix Employee.

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Interactive content that encourages active participation

Imagine if, once you’d finished that module on pitching and writing a script, you got a chance to put it into practice right away.

That active participation would give you a deeper understanding of the information and the application would help your recall.

This is why Operatix included exercises like recording your own pitching video in the onboarding process.

Alongside other interactive elements, like multimedia presentations, simulations and gamified learning modules, the learning process is more engaging and enjoyable for our employees.

And an impressive 79% average assessment score across the organisation demonstrates that these interactive assessments have validated that they’ve acquired those practical skills.

“Our new starters are feeling engaged from Day one and able to digest our materials effectively without lag. After the first week of onboarding, they’re coming to the team and ready to hit the phones with a good level of knowledge that ensures they can start outreach.” - Josh Francis, EMEA Operations Director at Operatix

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Providing real-time feedback on assessments 

Operatix built in real-time feedback and mentoring throughout the onboarding process.

This allowed them to course correct swiftly and provide SDRs with any additional support and guidance needed to plug any gaps in skills, knowledge or performance. ensure any gaps in an SDR’s performance could be addressed and course correction happened fast enough.

Being proactive in their feedback and collaborating with SDRs during onboarding was a huge driver of that early probation pass rate and faster ramp up.

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Creating a central place for learning that allows people to revisit onboarding content

There are things we learn during onboarding that we’ll need to revisit later - that’s a simple fact.

The trouble is that in most companies, resources are scattered and hard to find.

But by all their content in a central place, Operatix employees are able to revisit relevant content long after the onboarding period is over: 

“Having access to HowNow is great – I can revisit the training content I have already completed to refresh my memory and there is always new content for me to access and look at in my own time that is shared by the training team and management.” - Operatix Employee.

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Conclusion

A 33% increase in employees passing probation early is huge! And a testament to Operatix’s approach…
Their people have role specific knowledge, they’ve put it into practice, and have received coaching feedback throughout those first few weeks.

And with a 79% average assessment score, it’s a clear indication that this is giving people the tools they need alongside the confidence to perform well in their role, faster.

“Overall, the new onboarding programme has clearly elevated SDR performance within the organisation. The accelerated learning, timely feedback, enhanced skills, and a motivated team have collectively contributed to both early achievement of probation passes and the consistent exceeding of SDR performance targets.” - Sam Streak, Head of People at Operatix

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