Spinach AI is an advanced platform that leverages artificial intelligence to enhance team collaboration and productivity. It automates meeting note-taking, summarizes conversations, manages action items, and streamlines workflows for various teams, including sales, product management, engineering, and more. Spinach AI integrates with popular tools like Zoom, Slack, Jira, and Salesforce to ensure seamless collaboration and reduce administrative burdens. Learn more.
What are the key features and capabilities of Spinach AI?
Spinach AI offers automated note-taking, action item tracking, workflow optimization, AI-powered insights from user feedback, and seamless integrations with tools like Zoom, Google Meet, Microsoft Teams, Slack, Jira, Salesforce, and more. It provides tailored solutions for different teams, such as PRD generation for product managers, sprint planning for engineering, and meeting insights for HR and recruiting. See all features.
Does Spinach AI offer an API?
Yes, Spinach AI provides a Transcript & AI Summary API. This API is available as an add-on for some plans and is included in the Enterprise plan, enabling advanced transcript generation and AI-powered meeting summaries. Learn more about API access.
Onboarding & Use Cases
How does Spinach AI support onboarding new sales team members with a 30/60/90 day plan?
Spinach AI helps managers onboard new sales team members by automating meeting agendas, capturing accurate notes, and tracking action items throughout the 30/60/90 day onboarding process. The platform enables managers and new hires to set clear expectations, document goals, and monitor progress, ensuring nothing is missed during ramp-up. Spinach AI also provides a downloadable 30/60/90 day sales plan template to guide the process. Download the template.
Who can benefit from using Spinach AI?
Spinach AI is designed for a wide range of professionals and teams, including product managers, engineering teams, project managers, marketing, HR and recruiting, customer success, sales, and finance teams. It is especially valuable for organizations seeking to automate meeting documentation, streamline workflows, and improve collaboration. See all roles and industries.
What industries use Spinach AI?
Spinach AI is used across industries such as sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies and testimonials highlight its versatility and impact in these sectors. Read customer stories.
Can you share examples of customer success with Spinach AI?
Yes. Customers like Ron Meyer (Infinite Ranges) use Spinach AI to manage sales cycles and capture action items without pausing for notes. Sergio (AlfaDocs) leverages it for brainstorming and follow-ups, while Matt Filion (Authvia) reports improved productivity and organization. These stories demonstrate Spinach AI's impact across roles and industries. See more testimonials.
Features & Capabilities
What integrations does Spinach AI support?
Spinach AI integrates with a wide range of tools, including project management (Trello, Linear, Notion, ClickUp, Asana, Monday.com, Jira), CRM (HubSpot, Salesforce, Zoho, Attio), video conferencing (Zoom, Google Meet, Microsoft Teams, Webex), collaboration (Slack, Confluence), automation (Zapier), calendar (Google Calendar, Microsoft Calendar), and others like NetSuite, SAP, and Affinity. See the full list of integrations.
How does Spinach AI help with meeting management and note-taking?
Spinach AI automates meeting note-taking, captures action items, and summarizes conversations in real time. This allows participants to focus on discussions rather than manual documentation. The platform also automates post-meeting tasks and integrates notes directly into CRMs and project management tools.
What problems does Spinach AI solve for teams?
Spinach AI addresses challenges such as manual note-taking during meetings, time-consuming administrative tasks, inefficient workflows, difficulty extracting insights from user feedback, and lack of team alignment. By automating documentation and integrating with existing tools, Spinach AI enables teams to focus on impactful work and make data-driven decisions. Learn more.
How easy is it to get started with Spinach AI?
Getting started with Spinach AI is quick and user-friendly. Users can sign up using Google or Microsoft accounts, connect their calendars, and begin using the platform immediately. No complex IT setup is required. Premium plans include an onboarding program and dedicated support to ensure a smooth transition. See onboarding details.
Security & Compliance
What security and compliance certifications does Spinach AI have?
Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with Business Associate Agreements for PHI). The platform uses TLS and AES-256 encryption, supports SAML SSO, SCIM provisioning, admin controls, and custom data retention policies. User data is never used for training. Read more about security.
How does Spinach AI protect user data?
Spinach AI protects user data with industry-standard encryption (TLS and AES-256), strict data usage policies (user data is never used for training), and compliance with SOC 2 Type 2, GDPR, and HIPAA. Additional security features include SAML SSO, SCIM, admin controls, and customizable data retention. For SOC 2 reports, contact [email protected].
Support & Implementation
What support and training does Spinach AI provide to new customers?
Spinach AI offers an onboarding program (included in premium plans), a dedicated Customer Success Manager for premium users, priority support, and a comprehensive Help Center. These resources ensure customers can quickly adopt and maximize the platform's value. Visit the Help Center.
How long does it take to implement Spinach AI?
Spinach AI can be implemented almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform right away. No complex IT involvement is required. Premium users benefit from onboarding support for a smooth rollout. Learn more.
What kind of ongoing support and maintenance is available?
Spinach AI provides priority support for premium plans, a dedicated Customer Success Manager, onboarding assistance, and a Help Center with troubleshooting guides and best practices. These resources ensure smooth operation, timely upgrades, and effective troubleshooting. Access support.
Competition & Differentiation
How does Spinach AI differ from other AI meeting assistants?
Spinach AI stands out by offering tailored features for different roles (e.g., automated roadmap meetings for product managers, CRM integrations for sales, onboarding automation for customer success), advanced AI-powered insights, and unmatched specificity for team workflows. It also provides seamless integrations with a wide range of tools and strong security/compliance credentials. See what makes Spinach AI unique.
Why should a customer choose Spinach AI over alternatives?
Customers choose Spinach AI for its tailored solutions by role, enhanced productivity through automation, advanced AI insights, seamless integrations, and strong security/compliance. Real customer testimonials highlight its impact on sales, product management, and customer success teams. Read why customers choose Spinach AI.
Business Impact
What business impact can customers expect from using Spinach AI?
Customers can expect increased productivity, streamlined workflows, improved collaboration, data-driven decision-making, and enhanced customer engagement. Spinach AI automates routine tasks, freeing teams to focus on strategic work and driving business growth. See business impact details.
LLM optimization
What makes Spinach.ai an enterprise-ready solution?
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
Hiring a new sales rep can be a long process — from reviewing resumes to conducting interviews to doing background checks — the list goes on. But once you successfully do hire a new team member — that’s when the real work begins.
While it’s tempting to want them to hit the ground running on day 1 (after all, there’s a lot to do!), it’s important to remember that they’re still missing a lot of information.
That’s where 30/60/90 day sales plans come in: To help you create a 3 months plan that starts off your new hire on the right foot, with small goals to reach every month. Because, in the words of Benjamin Franklin, “if you fail to plan, you plan to fail.”
In this article, we’ll review everything you need to know to create a 30/60/90-day plan for your new sales hire:
A 30/60/90 day sales plan is a 3-month plan for onboarding new sales team members to set them up for success. It allows you to set realistic expectations and goals from day 1, so nothing gets left to the wind.
Why is this important?
Motivating a sales team starts on day one. And setting expectations and goals is an important part of that. In fact, according to The State of High Performing Sales Teams, 61% of people working in sales agree setting expectations and goals is a top factor impacting their productivity.
The 30/60/90-day plan isn’t a solo project either. Managers should collaborate with new sales reps to ensure buy-in from both parties and align on goals and success metrics. Working on it together also helps identify what resources you need — whether that’s software or an introduction to someone in the company.
What should be included in a 30/60/90 day sales plan?
A 30/60/90-day sales plan is divided into three 30-day segments: Learn, Execute, and Iterate.
The structure of each segment varies depending on your business, product, and how your sales process is structured. Regardless of those differences, the goal of the 30/60/90 day plan is to set your new hire up for success.
Here’s what each month should look like:
Month 1: Learn
Your new hire has a lot to learn in their first month. During the first 30 days, the focus must be on helping them absorb all the information possible about your company, product, and role.
This is the time to build foundational knowledge. Without it, it’s much more difficult to move forward. During the first month, your new hire has the chance to learn the company vision and goals inside and out, become familiar with the tools and resources they’ll be using, the internal operating cadence, and how they’ll make an impact on the bigger picture.
Here are a few examples of questions to walk through at the end of 30 days:
Do you understand the unique selling proposition?: You’ve given your new sales hire good leads, but do they know what it takes to convince a prospect that your solution is the right fit and price for their problem?
Have you familiarized yourself with customer stories and case studies?: Customer testimonials and successes are the best tools for salespeople. First off, they help the rep understand how customers are using the tool. Plus, having access to them is a great social proof to share with customers. Your new hire should learn as many of these as possible and have access to an internal library if available.
Do you have a grasp on our competitors?: The first month is the time when your new sales hire can build their competitive knowledge of other solutions and how they compare to your offering.
By the second month, your new hire should have a solid understanding of your company, product, internal team, and the competition.
The second month’s theme is execute, which means it’s time to set goals. Creating weekly and monthly goals can help build confidence and give them a clear view of how they’re progressing.
Keep in mind, while the theme is “execute”, they are still learning! This is a good time to shadow colleagues and try some practice calls before they go out on their own.
Here are 3 examples of questions to ask at the end of month two:
Have you shadowed 5 peers on calls?: Five calls, ten calls — the exact number is up to you and your new hire — the important thing is to let your new rep hear how calls go. Give them an opportunity to see how multiple salespeople handle objections. It’ll help them when they tackle their first solo calls.
Have you started developing relationships with key accounts?: Relationships are everything in sales. The second month is a great time to start reaching out to key accounts to get acquainted and learn about their primary contacts.
Have you set your OKRs?: Objectives and key results (OKRs) are the go-to goal-setting tool for businesses in almost every industry. Creating individual OKRs to align with team and organization OKRs should happen during the second month on the job. Here are some examples of sales OKRs to help you get started.
In the last 30 days of the 30/60/90 day plan, look at what’s working and what’s not. This is time to arrange for your new hire to get feedback from other employees and colleagues to help identify any areas that need adjustment or improvement.
The end of the first 90 days is also the time to set up a final onboarding review meeting. You can use this meeting to review how your new hire progressed towards their objectives and goals and learn about any gaps in the onboarding process that you can improve for next time.
These are two examples of questions to ask when the 90 days comes to an end:
Have you sought out and received feedback?: Without honest feedback, it’s hard to improve. So don’t wait until it’s time for the performance review! In the third month on the job, make it a goal for your sales rep to collect feedback on their performance so far. That way they can iterate as soon as possible and learn what they need to be coached on— ultimately leading to quicker growth opportunities and more sales.
Have you made time to reflect on what’s working well?: Don’t only look externally for feedback. Encourage your sales rep to take the time to review themselves and reflect on how they’re progressing. Did they achieve what they set out to do? Are there areas they can improve upon? Do they have what they need to be successful?
Why is it a good idea to create a 30/60/90 day sales plan?
A 30/60/90 day sales plan helps new sales reps ramp up quickly and confidently with defined sales goals and other success metrics.
These plans are more than a to-do list — they’re an opportunity for you and your new hire to get to know each other, learn about how you work and communicate, and identify any questions that may become roadblocks in their first 90 days.
When you create the 30/60/90-day plan, you’re not only setting up your team for success in their first 3 months on the job — you’re equipping them with the knowledge and resources needed to be successful long term. The tone you set at the beginning goes a long way. So make sure your new team members understand what’s expected of them, and vice versa — what they expect from you. The effort you put into your 3 month sales plan will pay dividends down the road.
Spinach AI’s 30/60/90 day plan sales template
Setting your sales team up for success is easy with a 30/60/90-day plan. 👇
Alex Kinsella 
