Getting Started with Siro: What Your First 30 Days Actually Look Like

As Siro’s Founding Customer Success Manager, there's a question I get from almost every new customer, and it has nothing to do with features: "What if my team doesn’t use it?"

A conversation intelligence tool that teams don’t end up using is just an expensive piece of software on someone's phone. ROI from Siro comes from one thing: actually pressing record, reviewing what’s being analyzed, and changing how people actually sell. 

Adoption is a priority for my team, and it’s the north star for how we run onboarding at Siro. We don't treat the first 30 days as a checklist to get through so you can consider implementation successful. We treat it as a change management process. 

This guide is the full picture of what that process looks like: what you need to have ready before your kickoff, what happens across the first two weeks with our team, and the one factor that really determines whether your team is still recording at day 30.

What does getting started with Siro actually look like?

We aim to have your team recording their first real conversation within hours of downloading the app. We prioritize this because the fastest way to kill adoption is to make people wait for value:

The process is built so that you can get value immediately:

1. Record an appointment
2. Get an AI summary
3. Hear a conversation to understand what went well, and what’s one learning opportunity

The heavier configuration work (CRM integration, custom scorecards, manager dashboards) is done alongside this, without blocking the team from getting started. There's no IT project to complete before you can go live. Siro runs on the devices your team already carries.

What do you need to have ready before you go live?

Siro's customer success team handles account setup before your kickoff: team codes, scorecard configuration, and CRM connection in a test environment if applicable. You don't need to touch any of that.

What you need to prioritize is assigning a champion manager.

This is the single most predictive factor in a successful rollout. The best Siro launches start with a manager who records themselves first — before rep training, before the kickoff, before they ask anything of their team. When they can walk into that first session and say "I caught something I'd been doing wrong for months," the adoption conversation changes completely. Beyond that: 

• Confirm which devices your team carries (iPhone iOS 16.2+, iPad, or Android via Google Play)
• Know which CRM or field tool you use. The integration doesn't need to be live before launch, but knowing your stack helps Siro prioritize the right setup work upfront.

How does the first call with Siro's team go?

How a manager frames Siro in that first team session is probably the most important variable in the whole rollout. So the kickoff is built around them.

In the call, our customer success team will also align with you on KPIs, finish account configuration, and walk managers through the Rep Onboarding Handbook. But the session isn't just logistics. Managers leave having rehearsed the moment someone says "is this surveillance?" — with a real script and a pushback table for every common objection. A pitch that comes from a manager lands differently than one that comes from a vendor.

What happens in the first two weeks?

The two-week structure maps to a specific arc: move your team from hesitation to first recording, use that recording as proof the tool is for them, then layer in data and insights for managers once there's something real to look at.

For teams under 50, the rollout runs through four sessions:

1. Live Kickoff + Manager Training 1: Siro-led. Account configured, KPIs aligned, managers trained on the handbook.
2. Manager-enabled Team Training 1: Manager-run, no Siro team on the call. Reps download the Siro app, create accounts, and learn to record. Target: every rep records at least one real appointment before the week ends.
3. Team Training 2 with Siro: About a week later. Our customer success team reviews real recordings with everyone and deepens the habit.
4. Manager Training 2 with Siro's team: Dashboard training, scorecard review, and coaching workflow setup.

Teams with 25–99 people will have a 5-session structure, and teams of 100 or more will have a structured 3-month rollout program that we call 4S: Secure, Show, Socialize, Sustain.

How do integrations with Siro work?

Integrations don’t need to be live before your team starts recording, and we actually recommend it that way.

Waiting on a CRM integration is one of the most common ways rollouts get delayed unnecessarily. Our approach is to sequence the integration during onboarding, not as a gate before it. Your team records from day one, and the data flows once the connection is live.

Current integrations, organized by category:

• CRMs: Salesforce (ISV partner with a managed package on the AppExchange), HubSpot, Microsoft Dynamics 365, Pipedrive, Zoho CRM, Lead Perfection, i360 (Improveit360)
• Field and workflow tools: ServiceTitan (via SalesPro), Leap SalesPro, Paradigm Vendo, Ingage, CompanyCam
• Door-to-door: SalesRabbit — recordings auto-link to the corresponding SalesRabbit pin
• Follow-up: Siro's native Follow Ups feature writes follow-up text and email copy; reps copy, paste, and send. Hatch integrates with Siro to handle automated sending if you want to skip the manual step.
• Automotive DMS: Auto/Mate, CDK Drive, Dealertrack, PBS, Tekion
• Custom integrations: Open REST API documented at docs.siro.ai; a developer familiar with REST can stand up a working integration in roughly 4 hours

Most teams sequence the CRM integration during the first two weeks rather than before launch, so it doesn't delay reps from starting.

Will my team actually use Siro?

Adoption almost always comes down to how the manager introduces Siro, not the features of the app. Get our "Guide to Getting Your Team On Board with Recording" here.

People who are told "you'll be recorded" react differently than people who hear their manager say "I've been using this myself, here's what I caught about my own habits, here's what it changed." 

The former triggers your team with surveillance concerns, but the latter creates curiosity, and eventually better buy-in. Getting managers to go first (record themselves before they ask anything of their team) is the single most important behavior we like to reinforce in the kickoff.

It works. At Jacuzzi Bath Remodel, a fast-growing home improvement brand, 80%+ of reps receive coaching from Siro every week, an adoption rate that reflects voluntary use, not mandated compliance. 

The shift from skeptic to advocate often happens faster than managers expect. One person at Champion Windows described it this way:

What does a successful first 30 days look like?

The goal at 30 days isn't a completed rollout project. It's a coaching habit that runs on its own.

Here's the healthy week-by-week picture:

• Week 1: Reps are recording real appointments and receiving AI summaries. Managers have reviewed the dashboard and left at least one coaching comment.
• Week 2: Scorecards are flowing on real conversations. Managers are reviewing recordings and coaching from specific moments, not general impressions.
• Weeks 3–4: A repeatable rhythm is in place: reps reviewing their own calls, sharing film, and trading clips. Early improvements are showing up in close rate or ticket data.

Teams that reach this state at 30 days tend to deepen usage naturally. Teams that are still fighting adoption at day 30 usually have one of two issues: how the manager introduced Siro to the team, or a technical barrier that never surfaced. Siro's onboarding team stays involved through this window specifically to catch both early.

At Basements Plus, a Southeast Michigan basement-finishing and waterproofing company, the newest rep on the waterproofing team spent more time in Siro than anyone else, reviewing her own calls and studying recordings from top performers, and closed her first sale 18 days after onboarding started.

Most conversation intelligence tools are sold on features. What determines whether those features ever get used is something different. Our customer success team at Siro has a two-week process designed around the psychology of behavior change, not just software setup. It’s something we prioritize and heavily invest in.

If you're evaluating recording tools and wondering whether your team will actually use one, that question has an answer. It starts with the right manager, the right framing, and a partner who treats adoption as their job, not yours. If you’re curious about Siro and want to discuss what implementation would look like for your team, reach out to our team to chat. 

Emma Patton is a Customer Success Manager and oversees the Mid Market Customer Success Team at Siro, where she's spent the last two and a half years helping field sales teams get the most out of the platform. She's worked through more implementations than she can count, from day one onboarding to long-term adoption, and knows what separates teams that thrive from teams that stall.