Meet BrightPath
TL;DR: Watch the video overview of this blog here
When BrightPath Direct Sales looked at their numbers, the problem was clear:
Out of every 100 new recruits, fewer than 5 stayed long enough to make their first sale.
Managers were spending hours answering repetitive questions, leaving little time for recruiting.
New reps were leaving faster than BrightPath could replace them.
BrightPath’s leadership knew that if they didn’t fix their onboarding bottleneck, their growth goals would stay out of reach.
The Turning Point
Instead of trying to overhaul their entire training program, BrightPath focused on one high-impact change: AI-powered onboarding with document ingestion.
They worked with ConveYour’ Success team on three steps:
They uploaded their existing onboarding docs, scripts, and product guides into ConveYour.
They trained their managers to direct new reps to the AI assistant for common questions.
They set a single first milestone for every recruit: Book your first appointment in 3-5 days.
The Results After 90 Days
Recruit retention doubled — more than 10 out of every 100 recruits stayed long enough to get in the field.
Manager time savings — an average of 15 hours per month freed for recruiting.
Stronger early engagement — reps hit their first milestone faster, which kept them motivated.
BrightPath didn’t change what they taught — they changed how they delivered it.
Why It Worked
Information was always available — No waiting for a manager to reply.
Managers stayed focused on recruiting — The AI handled repetitive Q&A.
Reps saw early success — A quick win built momentum for continued learning.
BrightPath’s Advice to Other Direct Sales Companies
“Don’t try to teach everything at once. Give recruits the tools to answer their own questions and one clear goal to chase. It’s amazing how much more sticks.”
Your Takeaway
If you want to improve retention without overwhelming your managers, start small:
Give new reps one clear goal for their first week.
Put your training materials into a tool that can answer questions instantly.
Measure engagement early and act quickly if someone stalls.
What's Next?
Not a ConveYour Client?
➡ See how AI onboarding can boost your retention — book a 15-minute demo.
Already a ConveYour Client?
➡ Enable AI onboarding before your next recruitment wave — contact us at [email protected].
Next in the series:
The Manager’s Guide to Coaching New Reps Without Burning Out