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
Love using Dock for our CS onboarding HQ. It's very versatile!
Kanchana R.
Customer Success Manager
,
Sequel.io
Customer Success
We’re absolutely loving Dock at Tenor! It’s transformed our entire CX strategies and made it easy to deliver white-glove service to every customer. Huge thanks to Madison Kochenderfer for her incredible support and kindness throughout our onboarding—she made all the difference!
Ashley Alderman
Enterprise Customer Success Manager
,
Tenor
Customer Success
I've been using Dock for a few months and have been really impressed, by how much easier it's made sharing info with clients. The pace that Dock releases out new features has been impressive and I can't wait to see what they roll out next!
Daniel J. Heller
Senior Technical Implementation Manager
,
Vimeo
GTM
Sales
Sales Enablement
Great tool for sales collateral. Our product covers many use cases, so it's easy for the sales prospect to forget things we mentioned in the demo call. Dock lets us build a single and personal customer hub for all pre and post-sales content.
Ghalib Suleiman
CEO & Co-Founder
,
Polytomic
Customer Success
We created a resource library for our customers using Dock, and it's so useful for tracking views/downloads and more engagement data. Dock has been a true game changer for our team.
Makeda Solomon
Customer Success Team Lead
,
Origin
Sales
Sales Enablement
Customer Success
GTM
We use it for pretty much every facet of our business now. It not only helps us land the deal (Sales Enablement), but helps us onboard smoothly and allow that client and any others involved from their company stay up to date with key tasks and progress in a Client Portal view too.
David Bettenhausen
Founder & CEO
,
Aerotrax Technologies
Customer Success
Sales Enablement
Awesome tool for onboarding teams and can be used throughout the entire customer journey. Super helpful for not only onboarding discussions, but also things like renewal plans or enablement guides.
Hadley Springer
Scaled Programs Manager
,
Loom
Sales
GTM
Dock has been a game-changer in keeping our sales organized, productive, and collaborative. I highly recommend their solution.
Jack Segar
Vice President of Growth
,
Interlaced
Customer Success
Dock made a significant and instant positive impact. We use Dock as a tool to drive and support our implementation process which typically lasts four to eight weeks. We now have one place to funnel all materials, dates and "hey, we told you this" information all in one place. Great product. Easy to use and set up. Great support.
Richard Perry
Senior Director Client Experience
,
HR Performance Solutions
Sales
Dock has been instrumental in powering our sales team with a means of collaborating with champions from active opportunities. We've identified a clear correlation between Dock engagement and likelihood to buy, helping to improve our forecasts and deal plans. I would absolutely recommend this tool to anyone in a sales position!
Kayla Wilson
Regional Sales Manager
,
anecdotes
Sales
Reps
My go-to tool! Dock is an exceptional enablement platform.
Adam Essoof
Senior Account Executive & Regional GTM Lead
,
Shootsta
Customer Success
Dock was really easy for our team to implement. It was critical that we streamline client onboarding and make it more programmatic. Dock helped us do that.
Jeremy Ross
Head of Product
,
Practice
Customer Success
Reps
Amazing tool for onboarding and training. Dock is extremely user-friendly and customizable!
Aina Kumar
Senior Account Executive
,
BridalLive
Customer Success
A great tool to boost your client engagement! We never had any visibility into when a client viewed documents, meeting agendas, or sales collateral and Dock gives us this visibility. Implementation and customer support is also fantastic!
Ritochit Das
Account Manager
,
Abett
Customers
Customer Success
Dock creates an easy collaboration space for our clients. Our clients love Dock.
Andrew Nelms
Client Partnerships Manager
,
Interlaced
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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