Best practices: New employee onboarding

MeetRecord is an excellent tool for onboarding new team members.

The Call Library feature enables new employees to review curated calls organized into folders designed to teach specific skills or cover key topics.

Organize library folders strategically to support future coaching and onboarding efforts.

Pro Tip: Create folders based on opportunity stages (e.g., discovery, demo), topics (e.g., product, competition), or skills (e.g., negotiation, handling objections). Encourage team members and managers to contribute calls to these folders or create new ones as needed. Add comments and notes to highlight key takeaways and direct users to the most relevant call segments.

Incorporate specific library folders into your onboarding plan to help new employees quickly learn and develop essential skills.