Jason Kelske

↩️ Update: Contact Versioning for Testing Your Processes

Contact Versioning allows users to create a reversible snapshot of a contact’s profile before making changes. By enabling it, users can safely test workflows, automations, campaigns, and status changes on real contacts, then instantly restore the contact back to its original state.

📺 Update: Set Your Videos to Autoplay!

A quick walkthrough of the autoplay functionality for your videos as you deliver them to your contacts.

🚀 Update to Fields: A Simpler, Smarter Way to Work with Contact Info

A quick walkthrough of the latest improvements to Fields in ConveYour — making it easier than ever to view, organize, and manage your contact info.

🔍 Update: Searching the Activity Feed Made Easy!

Jason shares an exciting update to Activity Feed search — now faster, smarter, and more intuitive. Learn how the new search helps you quickly find the exact learner activity you’re looking for.

The 7 Metrics Every Direct Sales Leader Should Track

Direct sales growth isn’t just about recruiting. It's also about measuring the right funnel metrics. These are ConveYour's seven key numbers to keep an eye on in order to boost rep onboarding, retention, and field activation.

How to Turn Onboarded Reps into Top Sellers Using ConveYour

See how to avoid the “onboarding cliff” by using ConveYour’s automated training, advanced skill development, and data-driven coaching. The end result: turn new reps into consistent, long-term performance.

The AI Playbook That Cut New Rep Questions by 70%

How one direct sales company cut repetitive questions by 70% using ConveYour’s AI onboarding.

Why AI Is the Future of Direct Sales Onboarding

When it comes to onboarding new reps, it's all about information delivery. And right now, that delivery process is broken. This is how you can address and fix it!

3 Powerful Features in ConveYour That Save Managers Hours Every Week

Discover 3 overlooked ConveYour features—AI Q&A, automated reminders, and engagement dashboards—that save managers hours, streamline onboarding, and boost rep success while keeping your recruiting pipeline strong.

The Manager’s Guide to Coaching New Reps Without Burning Out

Managers in direct sales risk burnout as they juggle recruiting and coaching. This post shows how AI, structured sessions, and skill progression free time, boost rep performance, and keep pipelines and pull-through strong.

How BrightPath Doubled Recruit Retention in 90 Days

BrightPath’s leadership knew that if they didn’t fix their onboarding bottleneck, their growth goals would stay out of reach. This is their story.

The Direct Sales Onboarding Blueprint - Step-by-Step with ConveYour

Our Direct Sales Onboarding Blueprint is a proven sequence that moves reps from "just signed up" to "ready to sell", without burning out your managers in the process.

5 Ways to Free Up Sales Managers So They Can Recruit More

Direct sales thrive on recruiting, but managers get buried in admin and endless questions. Protecting their time is the key to growth and avoiding burnout.

How One Manager Onboarded 50 Reps Without Losing Sleep

When a sales manager added 50 new recruits, she worried about the overwhelming questions that always came in the first few weeks. Instead of getting stuck, she used AI to streamline the experience.

How to Use AI to Answer New Reps’ Questions Automatically

You’ve got 10 calls to make, a team meeting to prep for, a recruiting interview in 20 minutes; and your phone keeps buzzing with new rep questions. What do you ?

Why Most Potential Direct Sales Reps Never Make It to the Field

Only about 4 out of 100 recruits will actually make it into the field. This 96% drop off forces direct sales companies to rely on a wide recruitment funnel. But you can change that!

💬 Supercharge Your Portal with AI-Powered Search

Portal AI Search helps your contacts find exactly what they need—instantly. This metered add-on surfaces relevant content when contacts ask natural-language questions in their Portal. It’s like putting a company expert in their pocket.

How to Effortlessly Navigate Your Org Chart with Contact Relationships

With Contact Relationships, you and your team can easily setup, view, and update your company org chart! You'll even access the hierarchy as an easy to read flowchart!

Easily Assess a Rep's Presentation (and Provide Feedback) with Video Uploads

With Video Uploads, you and your team can coach your reps after they record a video of themselves practicing a key part of their job.

How to Get Quick In-App Help with Tooltips

With the new tooltip feature, you can now access quick assistance! Tooltip videos provide valuable information on every page. Whether you're unsure about a specific function or need a refresher, tooltips are here to help you out.

How to Stay Informed on Your Contacts Progress via SMS Notifications

Keep your team informed with SMS Notification automation. Instantly notify managers, recruiters, or HR teams via text when contacts reach key milestones, such as completing training.