01Step 01 of 3Paso 01 de 3Schritt 01 von 3Étape 01 sur 3
Enablement that keeps pace with sales
Turn a single demo into a guide reps can use anywhere, in minutes. Keep it current as plays, products and processes change.
Northwind Logistics – Expansion
QualificationNeeds AnalysisProposalNegotiationClosed
Amount
$62,000
Close date
Dec 12
Buyer email
Decision makerRequired for Proposal
VP Operations
SaveSaved
Move a deal to ProposalMover una oportunidad a PropuestaDeal in Angebotsphase verschiebenPasser une affaire en Proposition
Live · Sales workshop01 of 3
01Step 01 of 3
Click the Decision maker field
010203
Alex, AE
Here are the steps for the new Proposal rule.
Move a deal to Proposal3 steps
The problem
Every change means another request.
Requests outpace your team.
Every new play adds a request. Your team can’t keep up.
Content expires before it's used.
Fields change. Tools change. The guide is outdated before training starts.
The same guide, built 3 times.
A workshop needs slides. A rep needs a link. A new hire needs Confluence.
How Haiku helps
Capture once. Share everywhere.
Capture
One capture. A complete guide.
Your expert walks through the process once. Haiku turns every click into a step with a screenshot and instruction, ready for your team to review.
- Browser & desktop capture
- Auto title & description
- Manual & automatic blur
Your guides
Capture the workflows your team needs.
Create haiku
Northwind CRM / Opportunities
Northwind Logistics, Expansion
QualificationNeeds AnalysisProposal
Amount
$62,000
Close date
Dec 12
Buyer email
ops.lead@northwind.example
Decision maker
RequiredVP Operations
Save
SavedMove a deal to Proposal
1
Click the Decision maker field
Open the deal and click the new Decision maker field.
2
Type the decision maker
Enter the buyer’s name or role in the required field.
3
Click Save
Save the updated deal.
Edit
One edit. Every language, every version.
Edit a field, a screenshot, or a process once. The guide updates everywhere it lives, in every language your team works in. Reps never train on the old version.
- Edit with AI
- Edit screenshots
- Real-time translation
2
Add the decision maker
Type the buyer’s decision maker in the required field.
Northwind Logistics, Expansion
Amount
$62,000
Close date
Dec 12
Buyer email
ops.lead@northwind.example
Decision maker
VP Operations
Fill this first
Share
One guide, every training moment.
Present the guide live in a workshop, send a PDF link when a rep asks, or embed it in Confluence or Notion for ongoing reference. Same guide, no rebuilding.
- PDF and SCORM export
- Publish as Google Slides and Docs
- Public link
Live · Sales workshop
1Step 1 of 3
Click the Decision maker field
Open the deal and click the Decision maker field.
Click2Step 2 of 3
Type the decision maker
Type the buyer’s decision maker, for example VP Operations.
Type3Step 3 of 3
Click Save
Save the updated deal. The deal moves to Proposal.
ClickNorthwind Logistics, Expansion
QualificationNeeds AnalysisProposal
Amount
$62,000
Close date
Dec 12
Buyer email
ops.lead@northwind.example
Decision maker
VP Operations
3Click Save
Save the updated deal.
Link copied to clipboard
Use cases
Built for every change sales teams face.
Demos and customer onboarding
Reps rehearse one proven demo path, then send buyers step-by-step guides for trial setup and first use. Deals move faster, and new customers see value sooner.
Process rollouts
Launch a new field or stage rule, and reps have the steps the same day.
Sales methodology in the CRM
Show reps which fields to fill at each stage, so your methodology shows up in the pipeline.
Pricing and packaging launches
Equip reps to quote new packages correctly from day one.
Why Haiku
More training. Same headcount.
AI drafts. Your team decides
Haiku drafts each step from the screen. Your team approves it.
Built for your entire sales stack
Record any web app in Chrome or Edge, plus desktop apps on Mac and Windows.
Training, live in minutes.
Install and press Record. Your first guide is ready in about 2 minutes.
Start free. Scale with confidence
The Team plan adds shared workspaces, SSO, permissions and analytics.
FAQ
Questions, answered.
Haiku handles the screenshots, callouts and first-draft instructions. Your team spends its time refining content, not formatting it.
Yes. Edit any step, reorder steps, add callouts and blur sensitive information before sharing.
Open the guide, edit or re-record the affected steps, and save. Reps access the updated version from the same place.
Haiku records any web application in Chrome or Edge, including Salesforce. Embed guides in Notion or Confluence, share them by link or export them as PDF.
No. Those platforms manage what reps share with buyers. Haiku shows reps how to execute inside your internal tools.
Yes. Start free, with no credit card required.
Build Enablement that keeps pace.
Create your first guide in about two minutes.