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sellers actually use

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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

Launch by July 23

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

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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.
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Deal Rooms
Enablement Agent
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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.

Content Management Library
Calm the content chaos.
Organize your customer-facing content in an AI-powered library, so reps can always easily find the latest version of every file.
AI Tagging & Search
Stop hearing “Where’s that deck again?”
Dock AI automatically tags your library assets—so reps find what they need faster. Retag, organize, and archive old files just by asking Dock AI.
Slides
Get control of what slides go out to customers.
Give reps a fast way to create personalized client presentations—with guardrails built in so Marketing and Enablement define what reps can edit.
Content Engagement Analytics
Stop guessing what’s resonating.
Track what your team is sharing, what buyers are engaging with, and what content is actually driving outcomes.
Learning Management

Train your revenue team and customers in one place.

Courses
Create structured courses for rep onboarding, product training, and skill development—without the complexity of a traditional LMS.
Playbooks
Create sales plays, competitive battlecards, and product messaging guides that reps can access anytime.
Customer Education
Onboard and train customers with courses embedded directly in their client portal.
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
Reps
Excellent tool for sales reps. I like how quick it is to set up and how flexible the product is. It is also very helpful to see what potential clients are spending the most time on...
Jonny Adler
Sales Representative
,
Stadium
Customer Success
Customers
Dock provides a great client experience. We've been using Dock for about a year and a half for client implementations... one even said that it was the best project management tool they'd seen from any vendors.
Nikki Goodson
Technical Account Manager
,
Time Study
Customer Success
There's a lot I enjoy about Dock but the ease of use is high on the list. Dock eases the onboarding process and keeps all of our resources in one place.
Gage Verronneau
Customer Success Manager
,
Sequel.io
Customer Success
Dock has helped my team create a clean and organized onboarding guide for our clients. It’s a game changer!
Taylor Gallo
Accomodations & Client Support
,
Disclo
Integrations

Connect your tool stack into one customer-facing experience

Connect your CRM
Trigger workflows, sync customer records, sign order forms, and more.
Embed anything
Embed PDFs, videos, links, iframes, and more.
If it can be embedded, it can be embedded in Dock.
Import calls
Pull in call recordings, embed them in workspaces, and use them as a source for AI content.
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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