Product Training Template

A product training template is a repeatable structure for sharing internal product knowledge with your sales and customer-facing teams. It usually includes messaging guides, sales collateral, feature walkthroughs, pricing details, and competitive talking points—all in one place. The goal is to help reps quickly get up to speed on a new product or feature so they can pitch it confidently in the field.

Product knowledge training is the process of educating internal teams—usually Sales, Customer Success, and Solutions Engineering—on how your product works, what problems it solves, and how to sell or support it. It often happens during a product launch or when a new rep is onboarding. Using a centralized training workspace like Dock ensures everyone has access to the most accurate, up-to-date material, and you can track who’s completed what.

Yes. Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited templates and workspaces.

Yes. You can make your own copy of the template and change anything—sections, content, layout, links, files, etc.

Absolutely. You can duplicate the workspace and tweak it for different teams, roles, or personas—whether that’s AE-specific messaging or CS enablement materials.

It’s easy to share Dock’s workspace with your team. Once you mark it as an internal workspace, your team can see it in your Dock Library. From there, you can use Dock’s workspace sharing settings to distribute training materials across your sales org. You can share by email, Slack, or even embed the workspace in your LMS, knowledge base, or intranet. Control who can view or edit the template and track usage to ensure completion and accountability.

An effective product knowledge training program helps your sales team, CS reps, and support team build a deep understanding of the product’s value, functionality, and competitive position. It ensures team members can confidently communicate product features and handle objections in real-world scenarios.

The best programs include a mix of self-paced modules, hands-on simulations, live training sessions, and refresher materials—all trackable and easy to update in Dock.

To create an effective product training guide, put yourself in a new salesperson’s shoes: What do they need to know to be successful in their role? What do they need to know about your customer’s pain points and how your product’s benefits solve them?

Be sure to include:

• An overview of the product or key features
• Ideal customer profile and use cases
• Messaging, positioning, and value props
• Demo videos or walkthroughs
• Sales collateral and one-pagers
• Pricing and packaging details
• Competitive positioning and objection handling
• FAQs and escalation paths
• Webinars or instructor-led sessions
• Bite-sized or microlearning modules for ongoing education

Use it when launching a new product, releasing a major update, onboarding a new sales hire, or rolling out new positioning or pricing. It’s also ideal for creating refresher training courses or aligning global teams with consistent messaging and product information.

• Keep content centralized. Use one link instead of spreading it across tools.
• Tailor by role by including sections specific to AEs, SEs, or CSMs
• Track engagement by using Dock’s analytics to see who’s reviewed what
• Reinforce learning through quizzes, role-playing, and in-person coaching moments
• Update training content regularly to reflect product development and customer feedback

• Don’t overwhelm reps with too much at once. Focus on the essentials and create a training plan that hits all of your learning objectives.
• Don’t assume live training is enough. Always provide a resource hub that allows for async learning moments and refreshers.
• Avoid one-size-fits-all content. Templates are important, but personalize them for roles and learning styles.
• Don’t forget to measure outcomes. Tie training objectives to retention, upsell, and customer satisfaction metrics.

This product training template is perfect for onboarding new employees on your product line, and also makes a great refresher tool when launching new features or rolling out updated messaging. You can easily create different versions of the workspace for each role or segment of your target audience.

Dock supports a range of content types—from text and video to interactive checklists and real-time project plans, so you can create a workflow that works for your entire team. This allows you to create training courses that work for visual, auditory, and hands-on learners. You can even split content into modules for different roles or skill levels.

Dock is a flexible, lightweight alternative to a learning management system that meets your training needs. It’s easier to set up, more collaborative, and lets you organize training content in a microsite format. Unlike most LMS platforms, Dock also makes it easy to templatize workspaces, track real-time engagement, and share updates with your team instantly.

An online course is usually a structured, linear learning experience hosted in an LMS or e-learning platform. It’s often built for certification or formal training and can take weeks to develop. Dock’s product training template is much lighter and faster. It’s a flexible workspace you can spin up in minutes to organize training content—videos, docs, messaging, product information—in a format that’s easy for your team to use and revisit. It’s ideal for real-time product enablement, not just formal employee training programs.

Start by centralizing all your training content in one place—your Dock workspace. Instead of sending decks over email or digging through wikis, use a single workspace to organize videos, product walkthroughs, sales collateral, and messaging by role or topic.