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Real-time sales coaching setup and onboarding

Real-time mission control, on-screen for every sales call.

Othello is an execution layer for modern revenue teams.

Fast to launch. Continuously tailored.

Othello does not require a months-long implementation, heavy admin work, or a full rebuild of your sales process. Most teams can complete onboarding in under 65 minutes and begin using Othello the same day.

Your team can go live quickly because setup is simple: connect your call platform and CRM, upload your sales materials, choose the teams and workflows Othello should support, and complete a short kickoff. From there, Othello can begin coaching reps in real time during live calls.

The longer tailoring process happens mostly in the background. After launch, Othello's team continues refining the AI to your sales motion, playbooks, personas, qualification process, objection handling, messaging, competitive positioning, and CRM workflow. That means reps can start using Othello right away, while the coaching gets sharper over the following weeks as it absorbs your company's language, call patterns, best practices, and manager feedback.

What onboarding actually looks like

1. Kickoff and goals — 15 minutes

Othello starts with a focused onboarding conversation covering your sales process, ICPs, qualification framework, team structure, CRM stages, and coaching priorities. This is a working session, not a lengthy implementation workshop — most teams already have the information Othello needs.

2. Upload your existing sales materials — 10 to 20 minutes

Upload the materials your reps already use:

  • Playbooks

  • Battlecards

  • Discovery guides

  • Objection-handling docs

  • Demo scripts

  • Persona notes

  • Pricing materials

  • Enablement decks

  • CRM definitions

Your team does not need to rewrite or reorganize everything beforehand. Othello works with existing materials and structures them into live coaching guidance automatically.

3. Connect your tools — 10 minutes

Connect the systems your reps already work inside every day:

  • Zoom

  • Google Meet

  • Microsoft Teams

  • Salesforce

  • HubSpot

  • Gong

  • Outreach

  • Slack

  • Other GTM tooling

The connections are lightweight and designed to avoid additional admin burden for reps or managers.

4. Configure coaching priorities — 10 minutes

Choose what Othello should focus on during calls:

  • Discovery quality

  • Objection handling

  • MEDDICC adherence

  • Competitive positioning

  • Next-step discipline

  • Talk / listen balance

  • Pricing conversations

  • Demo execution

  • Custom sales methodologies

Managers can prioritize what matters most without building complicated workflows.

5. Launch live coaching — immediate after setup

Once onboarding is complete, reps can immediately begin receiving real-time guidance during live calls. Othello surfaces:

  • In-call prompts

  • Objection-handling support

  • Discovery questions

  • Competitive talking points

  • Risk alerts

  • Next-step recommendations

  • CRM reminders

This is the "minutes-to-deploy" portion of the experience — reps do not need to wait weeks before getting value.

6. Continuous AI tailoring happens in the background — no additional work required from reps

After launch, Othello continuously improves behind the scenes. Over the following weeks, the platform becomes increasingly aligned with:

  • Your top-performing reps

  • Your terminology and messaging

  • Real customer objections

  • Your managers' coaching style

  • Your sales methodology

  • Winning call patterns

  • CRM workflows and stage movement

This refinement process does not block deployment or require ongoing implementation meetings. Your team starts seeing value immediately while the system becomes more personalized over time.

How "minutes to deploy" and "weeks of tailoring" fit together

The 65-minute setup gets reps live. The weeks of tailoring that follow happen in the background — Othello's team and the AI itself refine coaching against your specific sales motion, playbooks, personas, and call patterns. Reps benefit from real-time guidance starting on day one; the guidance becomes more personalized over the following weeks without additional rep effort.

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