👀 We cracked the code on process buy-in.

March 12, 2025

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This week’s must-reads:

  • By popular demand... no more limits on training videos in Trainual!
  • How to get your team to swipe right on processes.
  • An outbound sales prospecting template that actually works.
  • And skip the weird icebreakers — here’s how to bond with your team online.

TRAINUAL TIPS AND TRICKS

Your top ask is here: Drag and drop videos right in Trainual!

Onto what we’ve all been waiting for: Hosted videos are here! 🎉

We know the struggle. You record the perfect training video, but then you have to upload it somewhere else (like YouTube, Vimeo, or Wistia) before getting it into your training.

If you keep your video private, your team has to navigate away from Trainual, log in to another platform, and deal with extra steps just to watch it. If it’s public? You risk pesky distractions. Because nothing boosts productivity like an unskippable ad for a meal replacement shake that “tastes just like a milkshake” (it doesn’t).

That’s why we built hosted videos. Now, you can drag and drop videos right into your training — no third-party sites, no extra clicks.

video!

Did we mention there are required watch options? 👀

That’s right — you can require your team to watch every second of video training (hello, engagement and accountability!). Plus, you can auto-generate searchable transcriptions so key information in videos is easy to find (coming soon!). ‍

👉 See video uploading in action!
Get unlimited video storage starting at $49/mo. with the Trainual+ feature suite — plus training paths, unlimited e-signatures, all-time version history, training in other languages, and more! Get a demo of hosted videos.

By now, we hope we’ve shown you that when you speak, we listen — and we take action. Your feedback fuels what we build. Mind sharing what you love?

We appreciate every review — not just because they make our day, but because they help us continue to refine and expand what Trainual can do for your team.

Could you take a minute to leave us a review?

👉 Share what you love about Trianual on G2.


TRUST THE PROCESS

Get your team hooked on processes (Yes, it's possible)

Processes sometimes have a PR problem. Say “processes” in a meeting, and watch the vast array of reactions. But what's the real issue? (Hint: It’s not processes.) It’s wasted time hunting down scattered, outdated, or confusing info — 20% of your work day, to be exact.

So why the pushback? Here’s what teams say — and how to flip the script:

  • 🔁 "We’ve always done it this way." → Show how outdated processes slow things down. Frame documentation as a tool for growth, not red tape.
  • 🤷 "Why bother documenting?" → Because scrambling for answers on PTO is the fastest way to ruin a vacation, and a promotion shouldn’t mean doing your old job and your new one.
  • 🤖 "I don’t want to be a robot." → Getting organized isn’t limiting — it’s freeing. Updated processes mean more mental space for creativity, better decisions, and bigger ideas.
  • 🙅 "I don’t like this process." → No problem! That means it can be improved. Give your team ownership to refine what’s not working (in their own way).

👉 Want to turn resistance into results? Read our guide on getting your team to love the process. Plus, our best hacks for overcoming their objections along the way.


STARTER PACK

Template of the week: Sales Prospecting Process

Sales prospecting

Waiting for the phone to ring? That's so 2008. If you want your sales team to flourish, they need to take control and make the first move. Outbound sales are the key to starting conversations, building momentum, and driving real growth.

From research to closing, we’ve got the steps that actually drive results. Here’s how:

  • 🚀 Dial more than you think you should. The more calls your team makes, the more opportunities they create to hit it out of the park.
  • 🏆 Zero in on the warmest leads. Cold calling warms things up, but don’t forget the ones already leaning in. They’re primed — give them the attention they deserve. (All the deets are in our template. 😉)
  • đŸŽ¯ Personalize every pitch. Without research, you’re just another email lost in their inbox. Go the extra mile — check LinkedIn and add a personal touch.

👉 Want a clear, step-by-step process for effective prospecting? Download our Sales Prospecting Process Template and start reaching the right people today!

Check out our entire template archive of free and customizable policy, process, and role starters. New to Trainual? Get a demo.


REMOTELY INTERESTED

Build a remote team that clicks — and crushes goals

team that clicks

Remote work. We love it (well, 97% of us do), but staying connected with your team is harder than finding that one email you need from two weeks ago. And another forced Zoom happy hour just isn’t the answer.

Here’s how Trainual keeps the team spirit alive — no office required.

  • đŸ”Ĩ Hot-take presentations. Okay, hear us outâ€Ļ encourage your team to present on something they’re really passionate about — unpopular opinions, things they love, life philosophiesâ€Ļ anything goes! No judgment, just debates, laughs, and a little chaos.
  • 🎮 Convenient online fun. Escape rooms, online group games, and team challenges — because team bonding should (and can) be fun!
  • 🃏 Card questions. We’ve got a 'new hire' tradition — pull a random card, answer a wild question, and brace yourself. Topics range from dreams to self-awareness — it's chaos, bonding, and way better than awkwardly getting to know someone.

Organize the chaos
of your small business