ORREN ONBOARDING STUDIO

They know sales.
Do they know your offer?

Give your setters and closers the knowledge to speak for your business. Training, agreements, and an assessment built around your offer. One clear start, inside Orren.

Included with Growth and Scale · From $497/month on monthly billing

Illustrated teammate workspace · Example content

THE BUSINESS, EXPLAINED

Everything they need.
In the order they need it.

The offer, the outcome, the price. Who it’s for. What to say, and what never to promise. Bring your existing materials into a learning path your team can actually follow.

Upload a training video, embed YouTube, or add a written guide. Keep your SOPs and business rules beside the lessons, so the important details don’t get lost in another chat.

Your training libraryExample materials
YOUR BUSINESS, IN FOCUSKnow the offer.
Own the conversation.
Offer walkthrough · Video lesson
The offer, inside outOutcome · Price · Who it’s forGuide
How we speak to prospectsVoice · Standards · BoundariesSOP
UNDERSTANDING, NOT GUESSWORK

Your offer is different.
The assessment should be, too.

Orren uses your training materials to create questions about your business. Review them, adjust the wording, and approve what your incoming team will be asked.

Give Orren the context.

The same offer, standards, and language you want your team to understand.

Offer detailsBusiness rulesTraining transcriptsGrounded in your workspace’s materials.
SCENARIO · OFFER UNDERSTANDINGOwner review

“Can you guarantee I’ll make my investment back in 30 days?”

Write the reply you would send. Explain the outcome we help with, respect our policy on guarantees, and choose the next question you would ask.

Based on your materialsOffer guide · Results and guaranteesSales SOP · Qualifying questions

Example question. Your assessment is generated from your own business context.

Understand the offer.

Can they explain the outcome, pricing, and fit without making things up?

Respect your standards.

Do they know your rules, the limits of a promise, and when to bring you in?

Sound like your business.

Can they answer in your voice, with the understanding behind the words?

TEAM AGREEMENT

A clear start.
For both of you.

Jordan LeeWorkspace owner · SignedAlex MorganTeammate · Signed
Completed documentBoth signatures. One shared record.

Illustrative agreement and signatures

MAKE IT OFFICIAL

The documents belong
in the onboarding.

Upload your contracts and NDAs. Prepare the signing fields, then let the owner and teammate review and sign right in the document.

When both parties have signed, the completed PDF and signing record stay together. No separate signing account for your teammate to set up.

Go to your onboarding workspace
THE FINAL SAY IS YOURS

See what they understand.
Know what to work on.

A finished checklist is only part of the picture. Review submitted answers, Orren’s assessment feedback, document status, and each teammate’s progress.

Ask for changes where something needs another look. Decide when they’re ready to represent your business. Orren helps you make that call; it doesn’t make it for you.

A
Alex MorganSetter onboarding · Example review
In review
Training CompleteDocuments SignedAssessment Submitted
ORREN’S FEEDBACK

A clear explanation.
One detail to revisit.

Alex explained the offer and asked a useful qualifying question. The reply needs to clarify that outcomes are not guaranteed.

Source: Offer guide · Results and guarantees
Owner reviewRequest a revision before approval.

Your training.
Your workspace.

Your materials and assessment context stay scoped to your business. Owners and teammates get access through their account and role, not a shared training password.

Good questions.
Clear answers.

Your materials, your team, and how Onboarding Studio fits into Orren.

Something more specific?

Ask us directly
About Onboarding Studio
What is Onboarding Studio?

A dedicated web workspace for onboarding setters, closers, and managers. Owners organize the business’s training materials, prepare agreements, review an AI-generated assessment, and follow each teammate’s progress. Teammates get a guided place to learn, sign, answer questions, and receive feedback.

Which plans include it?

Onboarding Studio is included with Growth and Scale, on monthly and annual billing. Growth starts at $497 per month on monthly billing. Starter includes the core sales workspace, but does not include Onboarding Studio.

Can I use the training I already have?

Yes. Add written offer details, SOPs, and business rules, embed YouTube videos, or upload supported training files and videos. Put the materials into a learning path that makes sense for your team. Video transcripts can provide the written context used for assessments.

Does every business get the same test?

No. Orren generates assessment questions from the materials in your workspace, including your offer and business rules. Review and edit those questions before approving the assessment for your team. AI feedback helps you review their answers; the final decision stays with you.

Can both parties sign a contract?

Yes. Upload your PDF, prepare the signing fields, and have the owner and teammate sign inside Orren. Once both parties have signed, they can obtain the completed document and signing record. You supply the agreement and decide whether its terms are appropriate for your business.

Are my materials shared with other businesses?

Training materials, onboarding records, and the business context used for assessments belong to your workspace. Access is scoped to that workspace and the person’s role or assignment. Another business does not get access to your private training library.

Does my teammate need to download the app first?

The onboarding experience runs in the browser on desktop and phone. Teammates sign in to their own account to access the onboarding assigned by their workspace. They can get the Mac and iPhone apps for their day-to-day work with the team.

PART OF YOUR SALES WORKSPACE

A better first day.
A clearer way forward.

Onboarding Studio is included with Growth and Scale.

Growth from $497/month · 7-day trial · Card required