Onboarding
Each new user completes a personalized onboarding experience to get the most out of Valent from day one.
Onboarding Steps
1. Connect Integrations
Link Valent to your existing tools:
- CRM systems (Salesforce, HubSpot)
- Proposal repositories
- Document management systems
2. Upload Recent RFP Examples
Provide Valent with examples of past RFPs to train the AI:
- Winning proposals
- RFP documents you’ve responded to
- Template content your team uses
3. Set Team Roles and Permissions
Configure who can do what:
- Assign admin privileges
- Set up proposal managers
- Add contributors and viewers
4. Review AI Training Suggestions
Valent analyzes your uploaded content and provides recommendations:
- Content patterns to reinforce
- Knowledge gaps to address
- Optimization opportunities
Best Practices
Upload Quality Content
The more high-quality examples you provide, the better Valent’s AI performs:
- Focus on winning proposals
- Include diverse RFP types
- Add supporting materials (case studies, technical docs)
Involve Key Stakeholders
Bring in team members who will use Valent daily:
- Proposal writers
- Subject matter experts
- Sales leadership
Start Small, Scale Up
Begin with a pilot project:
- Choose one upcoming RFP
- Work through the full workflow
- Gather feedback and iterate
What’s Next?
Once onboarding is complete, explore:
- Integrations — Connect more tools
- Interface Guide — Learn your way around
- Core Workflows — Master the key processes
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