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.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Customer Success
Customers
Dock has made my life much easier! Clients also love the tool and have repeatedly told us how they appreciate the organization and presentation of our onboarding tasks and materials. The support team has been incredibly responsive and helpful as well.
Samantha Leright
Customer Success
,
Sales
We needed a better way to share information with our prospects and customers. We previously used Google Drive and organized information that way. We also tried other tools, but all disappointed us in some ways. Dock really delivered above and beyond the promises of the category.
Verified G2 User
Sales
,
Sales
Reps
I love how easy it is to tailor a personalized experience for my prospects. I create a Dock for almost every single prospect and it's been a huge differentiator in their buying experience with us vs competitors.
Verified G2 User
Sales
,
Customer Success
Customers
I finally found the perfect client portal! I've tried ALL of the project management applications out there. While some offered a really nice experience on MY end, none of them offered an equally good experience on the client end. Dock is fantastic for my clients. And the reason I can say that confidently is because they all actually USE it!
Verified G2 User
Solopreneur
,
Sales
Customers
Reps
Great experience for my prospects! Have had several prospects share that they love the user experience vs. multiple email attachments.
Verified G2 User
Mid-Market Sales
,
Sales Enablement
Dock has been a complete game changer! Our sales team is only part of the evaluation conversation for a couple of hours over zoom. Most of the evaluation happens internally amongst the prospect's team. Dock allows us to be in the room when prospects are talking about us.
Verified G2 User
Product Marketing, SMB
,
Sales
Easy to use, great support, and extremely helpful tool for closing sales! I love how customizable it is. It saves me a ton of time by allowing me to create templates, edit them, and use them at a later date.
A R.
Senior Sales Director
,
Sales
Reps
Game changer! Dock allows my potential customers to have all of the information they need to make a decision in one location.
Cole Gardner
Sales Representative
,
Sales
Reps
Super helpful! I love that Dock helps to simplify the buying process for prospects. Often follow up materials get lost and need to be sent over and over again. Dock keeps everything in one place for both buyer and seller to refer to on a consistent basis.
Alex R. Jones
Account Executive
,
Robin
Customer Success
Customers
I just started using Dock after searching for a more structured way to navigate onboarding with our customers, and I have loved it! Our customers also speak highly of the formatting.
Colleen Hirn
Customer Success Manager
,
Veracity
Customer Success
If you’re a CS leader looking to elevate your onboarding experience I would definitely reach out to Dock for a demo. I was instantly hooked at how their platform is built to provide a customizable experience to wow your customer on day one.
Jes Hudgins
Director of Client Operations
,
Texture
Customers
Sales
HUGE fan of Dock and prospects love it too.
Christi Loucks
Founder
,
Howdy Sales
Sales
Big fan of Dock, it’s honestly baffling how sales teams still use a ton of back and forth emails to share collateral instead of a centralised repository. You folks have built an amazing product!!!
Shravan Suresh
Regional Sales Lead
,
Freshworks
Customer Success
Dock has been a game changer for us managing customer onboarding and implementations.
Adam Mintz
Director of Customer Onboarding
,
Checkbox
Sales Enablement
GTM
We are happy Dock customers here at Intenseye!
Trafford Judd
Head of Revenue Enablement & Operations
,
intenseye
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
Get started with Dock

Start from a template

(It's faster than building another slide deck)
Explore templates →
Want a deeper tour of Dock?
Book a demo with our team for a personalized demo.
Request Demo