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
Let’s get into it.
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
Vaults gives your team what they need, when they need it—without information overload.
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
Think about what your team needs right now. Is it a Vault for:
- Onboarding new team members?
- Sharing monthly promotions?
- Providing content for a specific product launch?
Start with one use case and expand from there.
Step 2: Create a Vault
Once you’re in the app:
- Tap “+ Create New Vault”
- Give your board a clear, inspiring name (ex: “Team Jumpstart Hub” or “July Promo Tools”)
- Add a cover image or icon that’s fun and easy to recognize
Step 3: Add Your Content
Upload or link to:
- PDFs, scripts, videos, or graphics
- Social posts or email templates
- Forms for lead capture or onboarding surveys
You can also embed trackable links to see who’s engaging.
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.
And once someone joins your Vault, it doesn’t stop there:
- 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.
A well-organized board makes your team feel confident and empowered.
Try these tips:
- 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
Think of Vaults as your digital playbook: organized, actionable, and always evolving.
Engage Your Team with Smart Sharing
Now that your Vault is set up, it’s time to bring it to life.
Tip 1: Introduce It Like a Launch
Treat your new board like a product launch. Use your team chat or social group to share:
- A quick video walk-through
- Why you created it
- What they’ll find inside
- What action you want them to take (watch a video, share a post, etc.)
Tip 2: Make It Part of Onboarding
Create a Vault specifically for new team members. Include:
- Welcome messages
- Getting started checklists
- First social post templates
- Product education content
This helps new people hit the ground running and feel instantly supported.
Tip 3: Support Key Product Journeys
Use Vaults to support how your team leads their customers through:
- Discovery → Interest → Purchase → Follow-up
You can include shareable links, product guides, FAQs, and even AI-generated follow-up messages to keep the relationship warm.
Tip 4: Track What’s Working
Use engagement insights to see:
- Which links are getting clicked
- What content your team is sharing
- Who’s staying active and who might need help
This helps you coach more effectively and double down on what’s driving results.
Final Thoughts: From Overwhelmed to Organized
Vaults was made for this—to help you simplify the way you lead, share, and grow.
When your team knows exactly where to go, what to share, and how to connect, they sell with confidence. That’s what Vaults delivers: clarity, consistency, and community.
Whether you’re onboarding a new recruit, gearing up for a big launch, or just trying to get more organized—start with one Vault. One board. One clear message.
And then keep building from there.
Ready to create your first Vault?
Log in, build your board, and start sharing like a pro.
Let’s grow!
