Meet Carla
TL;DR: Watch the video overview of this blog here
When Carla, a regional sales manager for a direct sales company, looked at her recruiting pipeline, she was excited — she had 50 new recruits ready to onboard.
That excitement quickly turned to dread.
“I knew what was coming — my phone would blow up nonstop for the next month with the same questions over and over.”
Carla had been through this cycle before. It wasn’t that her reps were lazy or unwilling to learn — they just had so many questions in their first few weeks that she could barely focus on recruiting.
But this time was different.
The Challenge
50 new reps in 30 days.
A manager already balancing recruiting interviews, leadership meetings, and personal sales goals (not to mention her personal life).
Training materials that existed — but lived in different folders, files, and videos scattered across the company’s systems.
Carla knew she couldn’t personally hand-hold every rep through every step.
The Solution: AI Onboarding with Document Ingestion
Instead of starting another onboarding marathon, Carla worked with her Customer Success Manager to turn her existing training materials into an AI-powered onboarding assistant.
Here’s what they did:
Uploaded all onboarding docs, product sheets, and scripts into ConveYour.
Introduced the AI tool to every new recruit on day one, showing them exactly how to use it before messaging her directly.
Watched in Awe as AI instantly answered rep questions using only those verified materials.
The Results
In the first 30 days:
70% fewer repetitive questions sent directly to Carla.
10 hours a week freed up for recruiting and leadership work.
Higher engagement — more reps completed onboarding and reached their first sale milestone.
And most importantly, Carla got to the end of the month without feeling burned out.
“I could finally focus on building my team instead of being stuck answering the same five questions all day.”
What This Means for Other Managers
If you’re onboarding more than a handful of reps each month, your time is your most valuable asset. AI onboarding:
Keeps reps moving forward without waiting for you.
Ensures they get accurate, consistent answers.
Protects your time so you can keep the recruiting engine running.
Getting Started Is Easier Than You Think
You don’t need to rewrite your training program — you just need to put it where AI can use it.
ConveYour’s AI ingestion feature turns what you already have into a 24/7 onboarding assistant for your team.
What's Next?
Not a ConveYour Client?
➡ See how AI onboarding works — book a 15-minute demo.
Already a ConveYour Client?
➡ Enable AI ingestion in your account today — contact us at [email protected].