Enableocity
PROJECT · Sales Enablement

First-Call Workshop & Certification

A hands-on 3-week workshop that rebuilds how sellers open calls, create curiosity, and run discovery — with a practice-and-certify structure so it's observable, not just discussed.

IN SCOPE

Review of 10–15 recorded first calls to identify current patterns
A first-call framework: open, relevance, discovery, next-step control
Live workshop with roleplay practice and manager calibration
A scoring rubric managers use to certify each seller
Certification pass for the full team against the rubric

NOT IN SCOPE

Ongoing monthly coaching after certification
Discovery/objection content for later-stage calls
New-hire onboarding curriculum design
Ongoing certification and coaching continue under Managed Revenue Services after the initial workshop.

Timeline — 3 weeks

WEEK 1 · LISTEN

Call review & framework

Score recorded calls against a draft rubric and build the first-call framework around real patterns.

WEEK 2 · PRACTICE

Live workshop & roleplay

Half-day workshop covering the framework, followed by roleplay drills in small groups with manager feedback.

WEEK 3 · CERTIFY

Certification pass

Each seller runs a scored call against the rubric; managers calibrate scoring together.

DELIVERABLES

First-call framework document
Scoring rubric for manager coaching
Certification status for every seller
Coaching themes summary for managers

TEAM & EFFORT

FROM ENABLEOCITY
1 facilitator, full-day workshop + 2 days prep/scoring
FROM YOUR TEAM
Sales managers (full day) + full seller team (half day) + 10–15 call recordings
FORMAT
In-person or virtual workshop, small-group breakouts
Certification fades without reinforcement.
Enablement Certification keeps the rubric alive with ongoing practice, scoring, and manager calibration month over month.
See Enablement Certification

Ready to certify first calls?

Start with a Revenue System Diagnostic — we'll confirm this is the right starting project before scoping anything.

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