Introduction to Just-in-Time Enablement: the fastest path from question to action

By
Elle Morgan
November 20, 2023
Published:
October 30, 2023
Updated:
October 8, 2025

Quick answer: what it is and why it matters

Just-in-time enablement delivers the exact coaching, content, and next best action to a seller in the tool and moment they are working. It unifies learning with execution so reps do not toggle tools or guess, they act. This approach counters the forgetting curve and boosts adoption because guidance arrives in context, not in a portal later.  

Proof: Traditional platforms struggle with content decay and low rep use. 60.1% switch platforms due to difficult content management, while only 9.7% believe at least 60% of their content is used.

Definition: just-in-time enablement in plain terms

Just-in-time enablement is a modern enablement model that surfaces answers and coaching at the point of work, inside Salesforce, Gmail, Outlook, Gong, and Chrome. It blends micro-content, live context, and AI to eliminate search, reduce re-training, and accelerate execution.

This model exists to beat human memory limits. People forget most training within hours if it is not reinforced, which is why guidance in the moment matters.

Why now: the cost of toggling and tool sprawl

Revenue teams toggle between apps about 1,200 times per day, losing nearly four hours each week to re-orientation. That's time not selling.

Sales leaders are responding by prioritizing better enablement and training to drive growth in 2025.

Spekit’s POV: unify content and learning in the flow of work

Spekit’s Just-in-Time Enablement approach delivers three things sellers actually use:

  • AI Sidekick: a contextual assistant that reads the moment, then surfaces answers, playbook snippets, call coaching, and relevant assets without leaving the page. It works across Salesforce, Gmail, Outlook, Chrome, and Gong.  
  • Deal Rooms: lightweight spaces to share the right content with buyers and track engagement, aligned to the stage and stakeholders involved. The market is excited about digital sales rooms, yet adoption lags when execution is clunky. Spekit keeps it simple.  
  • Change alerts and governance: built-in change management, ownership, review cadences, and lifecycle rules that keep content current and reduce decay. Most teams struggle here, which drives costly platform switches.

The outcome is lower context switching, lower content decay, and higher adoption.

What sellers need, right now

Reps don't adopt portals or features disconnected from their flow of work. They adopt tools that give them the three to five things that directly impact deals.

The data confirms the misalignment. Enablers buy features reps do not use, and many features never get implemented at all. Keep it simple, deliver in-workflow, and measure usage.

Benefits: tangible wins with just-in-time enablement

1. Productivity gains that cut cost

Answers appear where the work happens, so reps spend less time searching and more time selling. HBR’s analysis on “toggle tax” quantifies the waste from app switching, which just-in-time models remove.

When leaders get the right insights, buy-in increases. The Salesforce State of Sales highlights improved enablement as a top growth tactic.

2. Less waste, more usage

Enablers report poor content adoption. For 24.2% of teams, over 80% of content is unused. A just-in-time model focuses creation on what gets used in the moment.

3. Faster reaction to market changes

Traditional training runs on a “push” model and loses to the forgetting curve. In-context reinforcement and small, searchable snippets win.  

4. Better buyer experience

Digital sales rooms excite buyers and sellers in theory, but heavy features stall adoption. Lightweight Deal Rooms paired with AI Sidekick mean personalized follow-ups, relevant proof, and faster consensus.

Just-in-Time Enablement is the future of enablement in a world of AI
Just-in-Time Enablement is the future of enablement in a world of AI

How Spekit delivers just-in-time enablement

AI Sidekick in your daily workflow

  • Salesforce: stage-aware coaching, competitive call prep, pricing guidance, and policy answers at the field level.
  • Gmail and Outlook: draft follow-ups with case studies and next steps based on call context.
  • Gong and conversation intelligence: ingest snippets to suggest objection handling and surface content gaps to fix.
  • Chrome everywhere: page-aware tips, flows, and micro-playbooks that show up on the right URL or field change.

Content that stays accurate

Governance and lifecycle rules prevent decay. Difficulty managing content is a top reason teams churn platforms, so Spekit makes creation, updating, and archiving simple.

Buyer collaboration that gets used

Deal Rooms align stakeholders and track engagement without a heavy lift. The market’s excitement for DSRs does not have to end in low usage if the workflow is simple.

Just-in-time enablement is personalized and proactive for each rep
Just-in-time enablement is personalized and proactive for each rep

The importance of just-in-time enablement for the modern workforce

In our fast-paced, rapidly-evolving world, nobody has time to wade through a sea of irrelevant information. Enter, just-in-time enablement, designed for the modern workforce to:

  • Increase efficiency and productivity by delivering crucial information contextually, when sales reps need it.
  • With rapid technological changes, continuous learning is critical. Just-in-time enablement ensures that learning never stops (see our post on everboarding for more info).
  • Support quick decision-making. Teams can respond to changes rapidly, keeping pace with the market demand.

Remember, change is the only constant in business. And just-in-time enablement is agile enough to adjust each time a curveball is thrown at us.

Implementation playbook
Phase Steps
The 30-minute setup
  • Pick one motion. Choose a single pipeline moment with friction (proposal or security review).
  • Map the answers. Identify 10 questions reps ask and the assets that resolve them.
  • Create Sidekick snippets. Bite-sized guidance mapped to fields, stages, or keywords.
  • Publish governance. Set owners, review dates, and archiving rules to beat decay.
  • Instrument usage. Enable analytics to see which snippets and assets drive actions.
Day Focus & Deliverable
Day 1 Shadow two reps and list the top five blockers by stage.
Day 2 Draft snippets for the top blockers. Keep to 100–200 words each.
Day 3 Wire up Sidekick triggers in Salesforce, Gmail, and Chrome.
Day 4 Launch one Deal Room template for active evaluations.
Day 5 Train managers on what to coach and where.
Day 6 Review usage and fill gaps you uncover from searches and calls.
Day 7 Iterate. Remove unused content. Promote high-impact snippets to “featured.”

Objections and crisp responses

  • “We already have an LMS.” LMS is great for baseline training. It is a push model that fights human memory. You still need in-workflow reinforcement.
  • “We bought an all-in-one platform.” Feature bloat does not equal ROI. Many features go unused or are never implemented. Buy what reps use daily.  
  • “Our leaders are not logging in.” 75% of leaders log in fewer than five times per quarter. Deliver insights where they live, and prove value through usage and outcomes.
  • “We can't keep content fresh.” Governance and review cadences stop decay. Difficulty managing content is the number one reason teams switch platforms.

How to measure success

Enablement leaders struggle to connect content to outcomes when everything sits in separate systems. The path forward is to measure actions taken in the workflow, not portal logins.

Track these five signals weekly:

  • Findability: time to answer in Salesforce or email.
  • Usage: Sidekick snippet opens and completions by stage.
  • Coverage: content by question and stage against live pipeline.
  • Conversion: stage-to-stage rates for opportunities that used Sidekick or a Deal Room.
  • Quality: governance health, refresh rate, and owner SLA.

As insights build, you can see what top performers consume and reinforce the patterns for the rest of the team.

Comparison: old portal model vs just-in-time

Old model: pushes training and files into a portal. Content decays, features go unused, leaders lack visibility.  

Just-in-time model: pulls the right micro-answer into the page where work happens, then measures actions and outcomes.

Practical setup examples

  • AI Sidekick in Salesforce: When a rep updates stage to “Proposal,” Sidekick surfaces pricing guardrails, a relevant case study, and the follow-up email template.
  • Gmail follow-up from Gong calls: Sidekick analyzes call topics and inserts a tailored summary with links to a Deal Room.  
  • Chrome on competitor pages: When a prospect mentions a competitor, Sidekick triggers the battlecard and talk track.
Reps never leave their workflow to create deal rooms for buyer engagement
Reps never leave their workflow to create deal rooms for buyer engagement

Measuring the ROI of just-in-time enablement

1) Cost reduction through boosted productivity

First and foremost, just-in-time enablement is your best buddy for shaving off those extra zeroes from your expenses. Why? Time is money.

Teams are using more applications to get their work done, complete processes, and access information than ever before. The result? Employees are forced to “toggle between different apps and websites 1,200 times each day,” according to a study by Soroco.

1) By reducing context-switching and automatically surfacing the answers or resources your reps need, you can save them up to two hours per day! That’s two more hours they can spend selling, prospecting, cold calling, personalizing, and building a big-fat pipeline.

PRO TIP: Calculate what context-switching is costing your organization with our calculator here!

2) It’s a superpower that lets your reps consume exactly what’s needed when needed. Take that, unnecessary digging, hunting, reading, and waiting 💪!

2) Elimination of waste and inefficiencies

Next! Up to 90% of marketing content goes unused. Can you even calculate the expense of this unused content? We’re talking months and months of time and energy invested into creating resources that sit around and collect dust.

Why? Because if something is inaccessible, hard to find, or inconvenient, guess what? Sales reps won’t use it.

Just-in-time enablement is like the ultimate “inefficiency exterminator!”

By adopting this approach, you’re systematically banishing waste from your content creation by:

  1. Placing your content at the fingertips of your sales reps to increase engagement
  2. Helping you identify and eliminate non-value-adding content by analyzing content usage metrics

What’s the cherry on top? You now bid a sweet farewell to the clutter and chaos that traditionally make up your content management system by regularly removing content that isn’t driving results.

3) Improved responsiveness to market demands

Now let’s talk about the big M – Market Demands. Keeping up with ever-changing market fluctuations can be as tricky as acrobats performing on a tightrope! But here’s the good news, just-in-time enablement is as agile, flexible, and adaptable as possible.

Traditional LMS courses and lengthy training documentation can take weeks or even months to produce. With just-in-time enablement, you’re focused on creating enablement content specifically for what a rep needs to know at that moment.

That means you’re embracing a strategy that favors bite-sized microlearning.

Easier to create, edit, and adjust as your needs and market demands fluctuate.

4) Streamline the buyer experience and increase satisfaction

And last but not least, let’s not forget the most important people – our wonderful customers! With just-in-time enablement, you aren’t just helping your prospects understand the value of your product faster – you’re winning their hearts with a streamlined and informative buying experience.

It’s simple – with an enablement approach that matches resources with sales rep and prospect/customer questions, you can respond to prospects faster with resources that are more personalized and helpful to their exact needs.

So, there you have it! The just-in-time enablement low-down. Now all we need is some action. Ready to move faster than ever before? Let’s bring on the just-in-time revolution.

Free Book

Just-in-Time: Enablement in a World of AI

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Strategies for implementing Just-in-time Enablement

Hold on to your seats because it’s time to dish out some hard-hitting strategies for embracing just-in-time enablement in your organization.

Implementing Just-in-time Enablement Software – Spekit

Spekit is the modern AI-powered enablement platform that unifies content management, enablement, and personalized guidance to help revenue teams automate workflows and close deals quicker.

It combines an intelligent content management platform with AI Sidekick, the just-in-time sales assistant™ that leverages signals from CRM, call intelligence, and communication tools to deliver personalized guidance, sales playbooks, content, objection-handling guides, and recommendations directly to reps right within their flow of work.

Sidekick embeds contextual AI agents into a rep’s daily tasks to anticipate needs and automate workflows like curating and creating content, or building Deal Rooms.

By surfacing personalized guidance and resources directly in their flow of work, Sidekick enables reps to prepare for calls, follow up, and launch custom Deal Rooms in seconds.

Granular analytics on content consumption and buyer engagement show sales leaders which initiatives move deals forward, what content directly impacts pipeline, and where performance breaks down. By combining these insights with AI-driven guidance, Spekit strengthens change management to drive stronger adoption and accelerate execution at scale.

Role of just-in-time learning in Sales Enablement

Here’s the thing: the pace of change in the business environment is accelerating faster than a cheetah on a caffeine rush. Thanks to our buddy, technology. To keep up, sales teams need information – the right information – and they need it now! That’s where just-in-time learning comes in.

Just-in-time learning is training provided at the point of need, ensuring knowledge is fresh, relevant, and immediately applicable to your sales situation. It gears up your sales teams with the relevant information just when they need it, allowing them to pivot on the fly, outmaneuver competitors, and close deals right faster.

Creating dynamic and adaptable sales playbooks

Here’s where it gets juicy; The Sales Playbook. Imagine having a playbook that grows and evolves with your business – a flexible playbook that evolves with your sales process. Dynamism is the secret sauce to creating adaptable sales playbooks.

These playbooks aren’t your regular static strategy documents. They’re living, breathing, constantly adapting guides, taking cues from shifting customer needs, market conditions, and even feedback from sales reps. With the right sales playbook software, you can ensure your sales force never goes into the fight unarmored.

DOWNLOAD FREE Sales Playbook Templates ->

Leveraging just-in-time enablement for revenue growth

Now, let’s talk revenue. By now, you’re probably wondering, “How does all this translate into pipeline and revenue growth?” Well, I’m glad you asked!

Remember the context-switching productivity drain we talked about? Well, when your sales reps have access to the latest information, training, and strategies right when they need it, guess what happens? They improve their interactions with prospects, navigate conversations better, address concerns more effectively, and as a result, close deals more efficiently. The faster they close, the faster the cash flows in.

Case studies and success stories

Now, let’s dive into some real-life examples to show the incredible potential of just-in-time enablement. It’s one thing to spin theories and expectations around something, but you can learn more from those who are actually implementing this strategy day in and day out.

Example 1: How Sendlane Grew Its Sales Team 10x and Generated $3.7 Million in Pipeline in Just 6 Months with Just-in-Time Enablement

“With Spekit, we were able to grow our sales team from 2 to 20, generate $3.7 million in pipeline, and have already closed three-quarters of a million in just 6 months.” - KEEGAN OTTER

Sendlane is a fast-growing email & SMS marketing automation platform for eCommerce brands. Now, picture this: Q1 2022 rolls around, and Sendlane brings the powerhouse, Keegan Otter, as their Director of Sales and Rev Ops. He was on a mission to crank up the growth strategy and turbocharge the revenue teams. But here’s the kicker – when Keegan stepped in, Sendlane only had two account executives, zero BDRs, and a non-existent sales enablement process.

They were aiming to 10x their team, and Keegan needed to figure out how to get everyone on the same page, and fast. That’s where the magic of just-in-time enablement happened.

Keegan has seen a thing or two in the sales world. He’d used Guru, a knowledge management system (KMS), in previous roles but once he demoed Spekit’s just-in-time enablement platform, he was blown away by the ability to embed enablement content directly into applications reps use most for what he calls “proactive enablement.”

There was no need to send his new sellers on a wild goose chase to another platform for training materials – he’d drop the knowledge right in their workflow with Spekit. The result? Boosted productivity, shortened ramp time, and a team ready to take on the world.

In six months, he was able to:

  • Cut BDR ramp time from 90-120 days to just 65
  • Sustained an 88% BDR retention rate
  • Save sales reps 2 hours a day searching for answers and process information

Talking about an efficiency revolution, right?!

Read the full case study here ->

Example 2: How Vortexa Effectively Reinforces Sales Playbooks Without a Dedicated Enablement Team Using Spekit

Vortexa provides market-leading real-time data and advanced analytics for energy and shipping markets. Sam Choi, who was leading the charge as head of revenue operations at Vortexa, had a mission straight from his CRO. He was tasked with building out the sales enablement program. But he was up against it. Sam was juggling bandwidth issues, budget constraints, and the need for serious scalability.

At the time, enablement at Vortexa was like a rollercoaster. We’re talking Google Docs, Notion, GitHub, LMS courses, and endless meetings with different teams. New sales reps had to sit through 30-40 hours of training meetings during their onboarding.

And Sam? His calendar was a hot mess, always tied up in teaching and updating teams on the latest processes.

But as Vortexa kept growing, the processes kept evolving, and Sam knew he had to make a move. He had a choice – dig into his RevOps budget to build a whole enablement team or find a software solution that could scale like a beast. That’s when Spekit stepped in.

Spekit made it easy, cost-effective, and lightning-fast to document, organize, and surface crucial sales playbook coaching and guidance with just-in-time enablement. No more pulling from Sam’s budget. He could focus on what he did best without the headaches and bottlenecks.

“Spekit’s true power is being able to deliver snippets of playbooks in context. If I train my head of sales to qualify, it makes more sense for him to see the process when he’s about to qualify someone. It doesn’t make a lot of sense if I have to run it through every week in a random meeting. Contextual enablement is definitely the future.” - SAM CHOI

Read the full case study here ->

Conclusion

Just-in-time enablement may sound like jargon from a techy’s dictionary, but at its heart, it’s all about staying nimble, tossing out the outdated “maps,” and aligning your enablement strategy with how sales reps actually learn – in the moment.

Casting an eye to the future, expect to see just-in-time enablement catching the wave in sales enablement—more B2B companies are jumping on board to close deals quicker and boost revenue. And why shouldn’t they? The perfect combination of just-in-time learning, sales enablement, and revenue plays will create a force to reckon with.

Ready to explore and implement just-in-time enablement?

Like any good expedition, it begins with a simple step—realize that it’s not just a buzzword but an approach, a mindset even, tailor-made for how employees learn in today’s workplace.

Reach out to veteran practitioners, chat with Spekit customers, roll up your sleeves, and connect with our in-house enablement experts today to get started.

FAQs

What is just-in-time enablement?

A method that delivers answers, coaching, and assets in the moment of need inside the tools reps already use.

How is this different from microlearning?

Microlearning is content length. Just-in-time is delivery and timing, reinforced where work happens to beat the forgetting curve.

How do we prove ROI?

Measure time to answer, usage in stage, and stage conversion tied to AI Sidekick, content engagement, or Deal Room activity. Leaders care about actions taken, not portal logins.

Still have questions? Let's chat!

About the author

Elle Morgan
Director, Content & Communications
Elle is a boy momma 2x, brand builder, storyteller, growth hacker, and marketing leader with 12+ years of experience scaling SaaS B2B organizations.
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