All About Vaults

challenge that shows up fast: how do you share all the right content—without overwhelming your team or yourself?
Enter: Vaults.
Vaults is your content-sharing command center, designed to keep things simple, organized, and actionable. Whether you’re onboarding new team members, launching a product, or just keeping the team connected week-to-week, Vaults helps you lead with clarity and confidence.
In this post, we’ll walk you through:

• Why Vaults makes sharing sales content easier than ever
• How to create your first Vault (and what to include)
• Best practices for organizing your vaults
• Smart tips to guide and engage your team

Why Use Vaults to Share Sales Content?

Let’s be real: content chaos kills momentum.
Your team shouldn’t have to dig through group chats or random Google Drive links just to find what they need to succeed. Vaults eliminates the noise by giving you one place to house everything—from product details and promo graphics to onboarding videos and sales scripts.
Here’s how Vaults helps you cut through the clutter:

• Simple, swipeable vaults that make finding content fun and intuitive
• Trackable links so you know who’s using what and what’s working
• Custom access so only the right people see the right content
• Mobile-first design so sharing is always at your fingertips
• CRM and AI tools to follow up and personalize the experience

How to Create a Vault (Your First One!)

Creating your first Vault is like laying the foundation for a high-performing team. Start small, stay focused, and build with intention.

Step 1: Choose Your Focus

• Onboarding new team members?
• Sharing monthly promotions?
• Providing content for a specific product launch?

Step 2: Create a Vault

1. Tap “+ Create New Vault”
2. Give your board a clear, inspiring name (ex: “Team Jumpstart Hub” or “July Promo Tools”)
3. Add a cover image or icon that’s fun and easy to recognize

Step 3: Add Your Content

• PDFs, scripts, videos, or graphics
• Social posts or email templates
• Forms for lead capture or onboarding surveys

Best Practices for Organizing Your Vaults

Vaults gives you complete control over who sees what. You can set your vault access to public, private, or team-specific—so you always know the right people are engaging with the right content. Whether it’s onboarding new team members or providing advanced tools for leaders, you stay in control of the learning journey.

• Use Vaults messaging tools to send custom push notifications that land directly on your members’ phones—keeping your team informed, inspired, and on track.
• Launch Vault-specific contests to rally your group around key behaviors or promotions. Whether it’s who shares the most, gets the most clicks, or completes a training series—Vaults makes it easy to motivate action in real time.

• Keep it visual: Use clear titles, emojis, and engaging cover images
• Use sections: Break up content into categories (ex: “Start Here”, “Products”, “Follow-up Scripts”)
• Pin the essentials: Make sure the most important items stay at the top
• Update regularly: Swap in new promotions, trainings, or updated files as needed
• Keep it light: Don’t overload one board—create multiple focused vaults if needed

Engage Your Team with Smart Sharing

Now that your Vault is set up, it’s time to bring it to life.