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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Customer Success
Convenient for customers, easy for me. This has really eliminated me having to hear "send that email again to me please?"
Mike Lesce
Director of Partner Operations
,
Membersy
Sales
We have an extended sales process that tends to last a minimum of a month and involves multiple stakeholders and decision makers. The tool has allowed us to shorten our sales cycle and empower decision-makers at companies we're considering working with.
Brandon Ward
Video Editor
,
BLW Media
Sales
Customer Success
GTM
Dock has been a GAME CHANGER! Dock makes it so easy for me to deliver a branded and professional recap, the next steps, and the finalization of our sales process. I use this daily, and could not do the job I do without it. Integrating it into our systems has been such a great influence on our processes!
Emmy Hudson
Head of Client Success
,
Assistantly
Sales
Customer Success
GTM
Dock helps create a great first impression with my customers. It helps organize all of the pre-sales/post-sales tasks, documents, and conversation. One customer even commented on how our proposal format ("Dock") really impressed them.
Pranav Piyush
CEO
,
Paramark
Sales
Customers
In the last week, I've had at least 4 potential customers I'm working with tell me how appreciative they are of the Dock Workspace I sent after our initial call.
Brad Ansley
Strategic Account Executive
,
BrightHire
Customer Success
Dock streamlines the onboarding process, making it easier to keep everything structured and accessible for both our team and our clients. Dock has the best support team. The level of responsiveness and dedication to customer success is impressive.
Sheela Sharma
Manager, Client Implemenations
,
Assignar
Sales
Customer Success
GTM
My new favorite tool. Our Sales, CS, and Tech teams love it for ease of having everything all in one place to keep things efficient, clear, and simple for us and our clients.
Ashley Murphy
Head of Operations
,
Prentus
Sales Enablement
Dock was easy to implement, the whole team adopted it quickly, and it has been a game changer for sharing content with prospects and seeing what resonates with them. The ability to keep all content accessible from a central place has created significant efficiencies for marketing, too.
Preslea Jane
Product Marketing Manager
,
Planned
Customers
I met with a customer who went on and on about how awesome our onboarding is. He said he's investigating Dock because it has made it so easy for him. Thanks for building a great tool!
Actual customer DM
,
Sales
Already paid for itself. Consider us a happy customer.
Actual customer DM
,
Sales
Great for early start up sales. Dock is very easy to use and easily integrates with other platforms meaning you can manage the full sales process through a single Dock page.
Joshua Finkill
Account Executive
,
Sales
Reps
Amazing addition to my tool belt. I love that it is quick and easy for me to built out portals for my clients and provide them with an single place for all resources needed during the sales cycle. I can never go back to being Dock-less.
Verified G2 User
Sales
,
Sales
Customers
A great collaborative workspace for sellers + prospects. Customers LOVE it. It allows me to send my prospects one resource with a ton of information on it, when normally I'd have to send 10 links to different resources.
Verified G2 User
Sales
,
Customer Success
Customers
Dock is AMAZING! I have roughly anywhere between 20-30 implementations in my queue at any given time and this platform allows me a place to keep everything organized so I know exactly what is going on and where I am with each client, at any given time. Lets not forget to mention the clients who consistently sing praises as to how user friendly the platform is to use.
Crystal Carmack
Customer Success
,
Sales
Customers
Game changer for our sales team. We are always looking for ways to make our product stand out to our prospects during the sales process, Dock helps us stand out. We have customers comment all the time how much they love Dock.
Verified G2 User
Sales
,
Integrations

Connect your tool stack into one customer-facing experience

Security

Scale with enterprise-grade security

Secure Sharing
Restrict workspace access by email, domain, magic links, or Google Sign In.
SOC 2 Type II
GDPR Compliant
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