Onboarding —
Start Your Journey
A guided onboarding experience for Users, Superusers, and Partners. Learn the platform, complete certification, and apply evidence-led intelligence to industrial decisions.
Choose Your Onboarding Path
Every role follows a structured journey — tailored to your responsibilities, your scope, and your certification level.
User Onboarding
For commercial, strategy, and manufacturing teams using the platform daily.
You will learn
- How the automatic global ranking works
- How to interpret market indicators
- How to use the Commercial Network Engine (CNE)
- How to Select Partners
- How to Start Outreach
- How to export insights
- How to complete the User Certification
Superuser Onboarding
For chambers, agencies, and consultants deploying the platform.
You will learn
- How to onboard and activate users
- How to run workshops
- How to support users
- How to manage renewals
- How to build local ecosystems
- How to complete the Superuser Certification
Partner Onboarding
For resellers and implementation partners growing the ecosystem.
You will learn
- How to sell Sales in a Box
- How to deliver onboarding & workshops
- How to support clients
- How to manage renewals
- How to maintain brand & compliance
- How to complete the Partner Certification
Onboarding Flows by Role
Each flow is a structured four-step journey — from learning the platform to activating your full workflow.
User Onboarding Flow
Learn the Platform
- Understand automatic global ranking
- Open market details
- Interpret indicators
Complete User Certification
- 3 modules
- 20-question exam
- Case studies
- Digital badge
Explore CNE
- Partner categories
- Market-specific networks
Select Partners & Start Outreach
- Choose 3–5 relevant partners
- Begin outreach
- Export insights
Superuser Onboarding Flow
Learn the Platform & User Workflow
- Understand ranking
- Understand CNE
- Understand outreach
Complete Superuser Certification
- 6 modules
- 40-question exam
- Case studies
- Digital badge
Activate Users
- Onboarding scripts
- Workshops
- Support
Build Local Ecosystems
- Events
- Communities
- Renewal preparation
Partner Onboarding Flow
Learn the Platform & Commercial Model
- Value proposition
- Demo flow
- Pricing
Complete Partner Certification
- 6 modules
- 40-question exam
- Case studies
- Digital badge
Deliver Onboarding & Support
- Workshops
- User activation
- Support workflows
Grow the Ecosystem
- Sales
- Renewals
- Local partnerships
Certification Is Part of Onboarding
Certification is not a separate programme — it is a core milestone embedded in every onboarding flow. Each role completes a structured exam and earns a digital badge upon passing.
Certified User
3 modules · 20-question exam
Validate your ability to interpret markets, use CNE, and execute outreach within the Sales in a Box platform.
Certified Superuser
6 modules · 40-question exam
Demonstrate your ability to activate users, run workshops, build ecosystems, and drive adoption across an organisation.
Certified Partner
6 modules · 40-question exam
Prove your capability to sell, deliver, and support Sales in a Box at a professional commercial level.
Why Certification Matters
Digital Badges
Portable · Verifiable · Professional
Upon passing your certification exam, you receive a digital badge you can share immediately. Publish it on LinkedIn, add it to your CV, or display it on your company page to signal verified Sales in a Box expertise.
What Users Learn
Ranking
Automatic Global Ranking
Understand how 190+ markets are ranked automatically for your specific product category — no manual research required.
Read more →Indicators
Market Intelligence
Interpret trade flow signals, tariff exposure, NTBs, FTA coverage, and logistics readiness to identify optimal entry points.
Read more →CNE
Commercial Network Engine
Navigate the Commercial Network Engine to find distributors, agents, and local partners relevant to your target markets.
Read more →Select Partners
Partner Selection
Apply structured criteria to shortlist 3–5 high-fit partners per market based on category, coverage, and credibility.
Read more →Start Outreach
Outreach Execution
Activate your outreach workflow using platform-native templates and contact intelligence, with full audit trail.
Read more →Export
Insight Export
Export ranked market data, partner shortlists, and outreach summaries in structured formats for reporting and CRM integration.
Read more →What Superusers Learn
User Activation
Onboarding Management
Run structured activation sessions using proven onboarding scripts and facilitator guides built for rapid user adoption.
Read more →Workshops
Workshop Delivery
Facilitate platform workshops for groups of users — from basics to advanced CNE workflows and outreach strategies.
Read more →Support
User Support
Provide first-line support, resolve common platform questions, and escalate issues through the superuser support channel.
Read more →Renewals
Renewal Management
Monitor user engagement, identify renewal risk, and execute retention conversations with platform usage data.
Read more →Community Building
Ecosystem Development
Build local practitioner communities, organise events, and foster peer learning to deepen platform adoption in your region.
Read more →What Partners Learn
Sales
Commercial Execution
Position and sell Sales in a Box using proven demo flows, objection handling frameworks, and commercial pricing models.
Read more →Onboarding
Client Onboarding
Deliver structured onboarding programmes for client organisations — from kick-off through to certified user activation.
Read more →Support
Client Support
Manage client support requests, coordinate with Sales in a Box, and maintain high satisfaction scores across your portfolio.
Read more →Renewals
Portfolio Renewal
Drive renewal rates across your client base using platform usage analytics and structured renewal playbooks.
Read more →Compliance
Brand & Compliance
Maintain brand standards, usage agreements, and partner compliance requirements to retain certified partner status.
Read more →Ready to Get Started?
Select your role and begin your structured onboarding journey today. Certification is included.