QANTAFI Sales Onboarding: Your Complete Guide to AI-Powered Sales Success
Master everything you need to know about QANTAFI's AI-powered sales solutions in minutes. This comprehensive guide will prepare you to excel in your new role and ace your onboarding quiz with confidence.
Our AI-Powered Sales Agent Portfolio
Standalone Agent
A fully hosted landing page with the agent built in, published to a unique subdomain like clientname.qantafi.com. Perfect for clients without existing web infrastructure.
Website-Integrated Agent
A simple JavaScript snippet that seamlessly integrates with WordPress, Shopify, React, or virtually any CMS. Ideal for enhancing existing web properties with AI capabilities.
Direct-Call Agent
A voice agent that answers on a brand-new Twilio number we purchase. Can be region-specific, mobile, landline, or toll-free to match client needs.
Call-Overflow Agent
A secondary Twilio landline that catches calls when the client's main line hits a busy or ring-timeout threshold. Note: clients must handle their own call forwarding.
All QANTAFI solutions are built on a powerful technology stack: OpenAI for language processing, ElevenLabs for voice synthesis, Twilio for telephony, HubSpot for deal management, Stripe for payments, and Dropbox Sign for contracts.
Your Essential Sales Toolkit
HubSpot
Your command center for creating contacts, logging calls, moving deals, and triggering quotes. All client interactions must be documented here.
Google Workspace
Provides your QANTAFI email and access to company Drive resources. Your professional communication hub.
Sales Onboarding Folder
Located in Google Drive, contains the latest playbooks, objection scripts, demo decks, and discovery questionnaires.
WhatsApp
Our internal sales chat room for quick questions and team collaboration. Use for deal strategy discussions.
Note: You'll receive your HubSpot credentials only after successfully passing the onboarding quiz with a perfect score.
Performance Expectations in Your Commission-Based Role
"You will get out what you put in. All that we ask is that you log 100 percent of outcomes in HubSpot—no spreadsheets or sticky notes."
As a commission-only sales professional at QANTAFI, you have the freedom to set your own pace. While there are no minimum activity requirements, your success directly correlates with your effort and discipline.
The single non-negotiable expectation is comprehensive documentation in HubSpot. Every client interaction, outcome, and deal progression must be logged in the CRM. This isn't just good practice—it's directly tied to your compensation. Deals closed outside the CRM will not be eligible for commission payments.
The QANTAFI Sales Process: Your Path to Success
Identify the Decision-Maker
Work within HubSpot to identify and connect with true decision-makers who control budget. If speaking with anyone else, log the interaction and secure a referral to the right person.
Qualify the Prospect
Ensure they control budget, are willing to share business goals, and have a clear need matching at least one agent type. Remember: a prospect who refuses to share goals is not qualified.
Book the Demo
Schedule immediately after qualification. Show a maximum of two agent types unless specifically requested otherwise.
Conduct Needs Analysis
After a positive demo, run the structured questionnaire covering website presence, locations, phone numbers, call volumes, language needs, and compliance requirements.
Generate and Send Quote
Create in HubSpot with automatic pricing from Stripe. All quotes include the 50% deposit or first-month autopay clause. Always schedule a follow-up within 48 hours.
Close and Handover
Once the client executes the agreement and makes payment, HubSpot moves the deal to "Won" and triggers the build process. Standard builds take 7-10 calendar days.
Technical Talking Points to Impress Prospects
Security & Compliance
  • All landing pages include SSL by default
  • Full GDPR data-storage compliance
  • Optional call recording with double opt-in
  • Encrypted S3 buckets for 30-day audio storage
Performance & Scalability
  • Web chat response latency under 700ms
  • Voice response latency under 250ms
  • Container-based architecture ensures scaling without degradation
Integration Capabilities
  • Web agents push leads to HubSpot, Salesforce, or any Zapier-connected app
  • Voice agents can escalate to live representatives when needed
Client Responsibilities
  • Provide branding assets and top-20 FAQs
  • Approve content before deployment
  • Handle number forwarding for Overflow agents
For clients with additional security requirements beyond our standard offering, refer them to your Team Lead for a custom quote.
Critical Compliance and Data Security Protocols
"Do not store client data locally or email CSVs to yourself. Never record a call or copy voice transcripts without the customer's written consent."
At QANTAFI, we take data security and compliance seriously. As a sales representative, you must strictly adhere to our protocols to protect both our clients and our company. Always use company systems for all client interactions and data management.
Client information should never be stored on personal devices or transmitted through unofficial channels. Voice recordings require explicit written permission from customers. These aren't just best practices—they're essential safeguards against regulatory violations and potential liability.
Certification Requirement: Achieve 100% on Your Onboarding Quiz
Before receiving access to live prospect lists, you must demonstrate complete mastery of QANTAFI's products, processes, and protocols by achieving a perfect score on your onboarding quiz.
While this may sound challenging, the quiz is designed to be open-note, and everything you need to know has been covered in this onboarding material. If you miss any questions, simply review the relevant section, then retake the quiz until you achieve 100%.
This certification requirement ensures that every sales representative can accurately represent our brand and solutions to potential clients.
Getting Help: Your Support Resources
Product Questions
Consult the comprehensive Knowledge Base in Google Drive for detailed product specifications, feature explanations, and technical documentation.
Deal Strategy
Connect with the team in the WhatsApp Sales Chat for real-time advice on complex deals, objection handling, and competitive positioning.
System Issues
Create a HubSpot ticket labeled "IT-Support" for any technical problems with tools, access, or system functionality.
Our support ecosystem is designed to provide you with quick answers and expert guidance whenever you need it. Don't hesitate to leverage these resources—they exist to help you succeed.
Ready to Launch Your QANTAFI Sales Career?
Congratulations! You now have all the essential knowledge to excel as a QANTAFI sales representative. You understand our four AI agent types, technology stack, complete sales process, qualification criteria, timelines, compliance standards, and performance expectations.
The next step is to demonstrate your mastery by achieving a perfect score on the onboarding quiz below. Once complete, you'll receive your HubSpot credentials and can begin connecting with prospects immediately.
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