Meet Summit
TL;DR: Watch the video overview of this blog here
When Summit Direct Sales rolled out their biggest recruiting class of the year, they were excited — and nervous.
The last time they brought in this many recruits, their managers spent weeks swamped with basic questions:
“How do I log my first sale?”
“Where’s the customer order form?”
“What’s the script for new appointments?”
Those questions were important… but answering them over and over kept managers from recruiting.
This time, Summit had a different plan.
Step 1: Centralize the Information
They gathered all onboarding materials:
Product sheets
Policy documents
Training scripts
Step-by-step “how to” guides
Step 2: Feed It to the AI
Using ConveYour’s AI ingestion feature (Portal AI), they uploaded all the materials into a central, searchable knowledge base.
Reps could type their questions in plain language and get instant answers — any time, from any device.
Step 3: Train the Reps on Day One
Instead of telling reps to “reach out to your manager if you need help,” Summit’s onboarding introduced the AI tool immediately and required reps to use it first before asking a manager.
The Results After 30 Days
70% fewer repetitive questions sent to managers.
Managers gained back 15–20 hours per month for recruiting and coaching.
Faster pull-through: more recruits reached their first sale within days.
Why This Playbook Works
Questions are answered instantly — No delay means no stall in action.
Managers are free to focus on growth — Recruiting pipeline stays strong.
Consistent answers — Everyone gets the same, correct information.
How to Apply This in Your Team
Collect your most-used onboarding documents.
Upload them into your ConveYour account.
Make AI the first stop for every new rep question.
The Takeaway
AI onboarding doesn’t replace managers — it empowers them.
By cutting the repetitive questions, you give managers more time to lead, coach, and grow the team.
What's Next?
Not a ConveYour Client?
➡ See how your onboarding could work with AI — book a 15-minute demo.
Already a ConveYour Client?
➡ Enable AI onboarding before your next recruitment wave — contact us at [email protected].