Revenue enablement
sellers actually use

Ask Dock to create sales rooms,
onboarding portals, playbooks, and more.

Sales room
Customer onboarding
Playbook
Create a deal room for...
Acme ↔ VIV/AI Partnership
Summary
Business Case
Order Form

Acme ↔ VIV/AI

Success Criteria

1. Increase conversion rates by 11%

2. Reduce time to value

Next Steps

2/3
Discovery call
Technical demo
Executive review
In Progress

Business Case

Executive summaryStandardize the revenue workflow on VIV/AI
Problem11% of trials stall at activation
SolutionGuided rooms cut time-to-value to < 3 days
ChampionsMia (VP Sales), Noah (RevOps)
Projected impact+$1.2M net-new ARR · 6-week payback
Decision dateJuly 23, 2026

Order Form

Description

Quantity

Price Per Unit

Billing Frequency

Total

Team Plan

100 users

$ 12

Monthly

$ 14,400

Onboarding & Setup

1 project

$ 2,500

One-time

$ 2,500

Premium Support

1 plan

$ 500

Monthly

$ 6,000

Additional Storage

10 TB

$ 50

Monthly

$ 6,000

Training Workshops

4 sessions

$ 750

One-time

$ 3,000

Acme. ↔ VIV/AI Onboarding
Summary
Success Plan
Phase 1: Admin Setup
Phase 2: Company Rollout

Onboarding phases

Admin Setup

07/24/26 08/21/26

Company Rollout

08/28/26

Customer Launch

09/25/26

Phase 1: Admin Setup

2/3
Kickoff call
Download workflow rules
Admin Setup
In Progress

Phase 2: Company Rollout

0/4
Employee rollout email
To Do
Team training sessions
To Do
Champion enablement
To Do
Rollout review call
To Do

New Hire Training — VIV/AI Fundamentals

Est. Completion Time: 25 mins 40% Completed
Welcome to VIV/AI 1. Product Fundamentals 2. Objection Handling 101 3. Competitive Landscape 4. Pricing & Packaging

Objection Handling

Question 2 of 5 Mandatory

A prospect says the price is too high.
What do you do first?

Reframe the conversation around ROI
Offer a discount right away
Escalate to your manager
Move on to the next feature
Objection resolved

Roleplay Scenarios

Playbooks

VIV/AI’s Playbooks

Our revenue team’s learning center

Home
Sales
Customer Success
Products
Competitors

Product Training

Payments Product Training

9 696

Billing Product Training

14 212

Competitor Comparison Playbook

6 148

Viva for Enterprise

11 175

Sales Playbooks

Discovery Call Framework

21 540

Objection Handling Essentials

12 318

Multithreading Enterprise Deals

8 167

Revenue teams love Dock

Cursor Numeric Zip Transfr Postscript

Enablement that sellers and buyers love

Dock is the AI revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time.
Deal Rooms
Enablement Agent
AI Documents
Content Library
Courses & Playbooks
Client Onboarding
CPQ

Why revenue teams are switching to Dock

Sales
+25% win rate
How they did it →
Sales
Customer Onboarding
+22% deals closed
How they did it →
Customer Onboarding
2 hours saved per customer
How they did it →
Revenue teams love Dock

Dock is building the enablement platform for the AI era

Client Workspaces

Move every deal forward in one shared space.

Run every deal like your best rep
Create workspaces with templates and AI, so reps spend less time crafting follow-up and more time working with the buyer—from first call to renewal.
Deal Rooms
Onboarding
Client Portal
Win deals when you’re not in the room
Arm your champion to sell internally, with the business case, pricing, and action plan they need—all in one link.
AI Enablement Agent

Enable your team on-demand
with an AI assistant

Message Dock AI
Select a prompt ↓
Find Asset
Create workspace
Deal review
Product FAQ
Compare competitor
Business case
Meeting summary
Manage content
Draft emails
AI Documents & Workflows

Speed up follow-up with AI-generated documents

Dynamic Workspace Templates
Create reusable workspace templates that auto-personalize to your clients based on CRM fields.
AI Documents
Build a library of custom prompts to AI-generate proposals, business cases, mutual action plans, follow-up emails, and more based on live customer data.
HubSpot & Salesforce Automation
Automatically create workspaces, show or hide content, and complete tasks based on CRM activity.
Sales Content Management

Stop chasing reps to use the right content.

Learning Management

Train your revenue team and customers in one place.

Dock AI

Give reps AI agents that know your business

Build custom agents that connect to your data, so your whole team uses AI the same way. Accessible in Dock, Claude, ChatGPT, and more.
Wall of Love

Revenue teams (and their customers) love Dock.

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Sales
Customers
Great tool, all my prospects love it too! As someone who works in sales, it's a great way to stay organised and to keep an eye on what my prospects are most interested in. Probably one of my most used tools besides our CRM.
Verified G2 User
Sales
,
Sales
It's hands down one of the best sales tools I've used in my career. We constantly receive compliments and feedback from prospects about it.
Jake Fohn
Head of Sales
,
Numeric
Sales
Sales Enablement
We love using Dock at Origin. I'm a big believer that sales is science, not art. Dock enables an ultra process-oriented sales motion that turns sellers into consultants, especially in larger transactions that can get complicated fast. Alex and team have done a fantastic job building an important product!
Matt Watson
Founder & CEO
,
Origin
Sales
If your sale is complex with lots of data and things for your buyers to remember, check out Dock for deal rooms pre-and post-sale. They've had a big positive impact on our buyers and our business.
Sean Ramsey
SVP of Revenue
,
Checkbox
GTM
Sales
Sales Enablement
We originally thought Dock was just going to be another "Sales" tool, where in actuality, it became our "Everything" tool. We use it for sales, onboarding, customer success, fundraising, and hiring. TOTAL GAME CHANGER! Alex and his team have made something extraordinary... To anyone who reads this, I highly recommended giving Dock a try - you will not regret it!
David Bartolomucci
Founder
,
Roopairs
Sales
Sales Enablement
We update our sales decks at SalesCaptain every 4-6 months. Our secret power is Dock, which allows us to showcase our assets in one place, and track how prospects engage with them.
Bill Stathopolous
CEO
,
SalesCaptain
Sales Enablement
I can't remember the last time I was this excited about buying software. Please screenshot this for your marketing team 🙂
Emily Fenech
Chief Revenue Officer
,
AllVoices
Customer Success
What you and your team have built with Dock is one of the most straight forward, easy to use, and collaborative tools to drive aligned and transparent onboarding for all stage companies I’ve seen in a long time. My team and I used this tool to cut time to value for our customers by more than 50% — a significant unlock. Keep up all the great work!
Mike Eyl
Head of Customer Success
,
Shepherd Veterinary Software
Sales
Our sales process is so much better with Dock. Instead of sending long emails with attachments, which is outdated and clunky, we send a nicely branded "sales room" that our prospects interact with and share internally. Love that it's one link. We are huge fans of Dock.
Ashley Wilson
Co-Founder and COO
,
Momentum
Customer Success
Loving Dock! Onboarded 150+ and counting using this fantastic tool. Support is A+ too. Thanks team!
Leslie Cimino
Director of Sales
,
BridalLive
Customer Success
Amazing tool for customer onboarding & training! Dock has changed the way I plan and conduct onboardings and trainings for new clients. It allows them to access everything they need in one place. Love how user-friendly Dock is!
Gal Kravetz
Head of Customer Success
,
Candidate.ly
GTM
Customer Success
You've probably done some onboarding with some software that you're trying to use. So for example, this bookkeeping company I hired, they sent me this like super long checklist. "Do these 54 things and then we'll get started." And it was all done in Excel, right? Dock takes that process and it just wraps beautiful user experience around it. And I saw it and I was like, "This is so smart. I invested instantaneously."
Shaan Puri
Founder
,
My First Million
GTM
Sales Enablement
Great resource for revenue enablement. It helps create a consolidated "playbook" to share internally and externally. Easy to create and easy to use/review once shared.
Mary Caballero
Head of Customer Growth
,
Champify
Sales
Sales Enablement
GTM
Customer Success
Dock uplevels your professionalism super quickly. It's a great place to collaborate with customers rather than rooting around in emails. And it gives visibility into when customers are interacting with your key materials.
Nick deWilde
Co-Founder & Chief Customer Officer
,
Exec
Sales
The best solution around! We've been using Dock for almost a year now and it's been a game changer for our sales teams. It's been such a help to create templatized Docks for the masses and customized ones for specific one-offs
Paul Yoon
Director of Sales, Mid-Market
,
Marqii
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