Trainual – Everything You Need To Know Now (October 2022)

What does Trainual do?

Trainual is a knowledge transfer and training platform where growing teams build the playbook for how they do what they do. With Trainual, every process, policy, and procedure for your business’s roles and responsibilities are easily documented, organized, assignable, and searchable. The result is faster onboarding and training, more seamless delegation, consistent processes, increased accountability, and everybody stays in the know with your need-to-knows.

Trainual is a cost-effective onboarding and everboarding solution for SMBs looking to create a repeatable and scalable model for all employees.

Recommended for SMBs and Startups between 5 and 200 employees with enablement teams supporting fewer than 20 sellers.

Why Buy Trainual Through Trust Enablement?

Trainual Certified ConsultantIf you buy Trainual using our link, not only will you get a great onboarding and everboarding solution, but if you email [email protected], we will:

  • Add you to our private community focused on using Trainual for onboarding and ongoing training. ($1000 value)
  • Provide two hours of FREE enablement consulting to help you work through your approach to onboarding and ongoing training for employees. ($1000 value).
That’s $2000 in additional value!

Why Trainual?

Affordable
  • Save money and time automating ongoing training needs and processes.
Documentation
  • Organize all your processes, policies, and SOPs in one place
Increase Consistency
  • The same information and training are delivered to all employees.
Templates
  • Over 50 process and policy Templates are available free.

(Video) Trainual Overview

Trainual Review and Walkthrough

For this walkthrough, we’ll play the role of John Moore, brand new sales consultant at Dunder Mifflin, the paper supplier to the stars.

As you can see from the Trainual org chart, I work for Jim Halpert in the local branch.

My Trainual Org Chart

Let’s navigate to my Trainual home screen, where Jim and the team have set me up with the training and other content I need to be successful in the new role.

Note:  I am running through this as an admin, so you will see the screens as editable, which is not how standard users view things.

My Desk

Inside of Trainual, My Desk

You can see that my onboarding materials are laid out for me in the Up Next area, so I’ll dive right into the “Sales 101” content to start.  I could go in order or jump around, and I want to dive into the information.

The Meet the sales team content

From here, I can watch videos from the team, see their photos, read their bios, and any other information the team has packaged up for my onboarding experience.

I even learn a bit more than I wanted about beet farming, providing me with unique insights about my teammates.

As I scroll to the bottom of the page, I’ll make the page completeMark the page complete to indicate that I have read the material.  The team could have included knowledge checks, but having me confirm that I’ve read it is sufficient for some of the material presented.

Since I know my teammates better, I’ll jump back to the My Desk section in Trainual to continue with my onboarding.

Back to My Desk

Note that we are now 14% complete with our onboarding assignments (see the completions chart), and the user interface reminds me that I left off on the Pricing and Packages page (I had navigated there after meeting my teammates).

As I scroll down the My Desk page, I can also see all the onboarding topics in another layout, which may work better for me.

All my onboarding materials

Now, let’s navigate to the Company Section.

The Company Section

In the Company section, I found all content and materials related to the company itself.

In this example, items like an introduction to Dunder Mifflin, information on company culture, etc., are available.

The Policies and Processes Sections

I’ve decided to learn more about our company’s sales processes, so I jump down to processes and look for the documentation available.

Fortunately, I found a lot of good information and decided to check out the Outbound Sales process document that Phylis put together.

Documentation on the Outbound sales process

My fellow sales teammates have this information assigned to them, easily accessible to my fellow sellers and me.  

I need to get certified in

our sales process, so I open the section using the down arrow icon.

sales process certification

There is a lot of material here for me to learn; I’ll start by clicking on “Step 1: Prospecting” to start consuming the information.

Prospecting

I review all of the materials, including videos from Dwight that have nothing to do with sales…

He is going to be an interesting person to work with…

When I finish the material, I now open the knowledge check

The test content is a mix of multiple choice style questions.  

I’m ready to tackle outbound selling at Dunder Mifflin!

(Video) Example of using Training for Sales Playbooks

The solution comes with templates for onboarding, sales playbooks, and dozens of other valuable tools the Go-to-Market team needs.

Trainual Testing Capabilities

You’ve read that Trainual can test and validate knowledge; what else can it do?

Trainual supports:

  • Role-based assignments
  • Simple quizzes 
  • Completion tracking
  • Recurring training
  • Training update notifications

The capabilities align with what we recommend for The Surrounded Learner Technique.

Here is a video from Joe Corcione, Partner Manager at Trainual, as he discussed using Training for testing and onboarding at the Q4 2022 Trust Enablement Summit.

FAQs

What is Trainual?

Trainual is a knowledge transfer and training platform where growing teams build the playbook for how they do what they do. With Trainual, every process, policy, and procedure for all the roles and responsibilities in your business are easily documented, organized, assignable, and searchable. The result is faster onboarding and training, more seamless delegation, consistent processes, increased accountability, and everybody stays in the know with your need-to-knows.

Where is Trainual’s Headquarters?

Scottsdale, Arizona, United States

When was Trainual founded?

Trainual was founded in 2018.

Who is the CEO of Trainual?

Chris Ronzio

Is Trainual a Public or Private company?

Trainual is a privately held company.

How much money has Trainual raised?

Trainual has raised nearly $33.8M.

What integrations does Trainual support?

Trainual currently has 23 integrations and can be integrated with other solutions via Zapier.

 

Google Docs vs Trainual

 

Pricing 

Trainual supports a free trial and comes with twi paid plans.

Train

Everything Build has, plus:

  • 10 Seats at $99/month
  • Additional seats are priced at $3/month.
  • Unlimited tests
  • Screen recording
  • Custom branding
  • 700+ quick content embeds
  • Completion tracking
  • Progress reports
  • Assign content owners
  • Zapier workflow automation
Scale

Everything Train has, plus:

  • 20 Seats at $199/month
  • Additional seats are priced at $4/month.
  • Smart time estimates
  • Content due dates
  • In-editor GIF embedding
  • Stock photo libraries
  • Public subject sharing
  • Single sign-on (SSO)
  • HRIS & ATS integrations

 

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