Engine Room
Welcome to the Engine Room! This is where you tailor this doc's activites and roles to your specific team. As the set up page indicated, update the roles and activity types based on the information that is relevant to your onboarders. Then, adjust the master list to your liking.
If you would like, you can delete this text box and hide this entire page once you've completed set up.
Roles
Activity Types
Pick Role(s) to tailor their activities → Account Executive
Account Executive
Activities Master List for: Account Executive
Account Executive
Activity
Description
Done!
Week
Activity Type
Role
Pre-requisites
Buddy Questions
Mark Row as Complete
Meet The Full Adventurers Guild
Introduction to all Guild teams, how your department works with teams, who is on teams, escalation paths
Week 1
Do This
Account Executive
Sales Development Representative
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Acronyms & Nicknames
What all of our shorthand means
Week 1
Read This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Communicating at the Adventurers Guild
How to leverage our diverse array of communication tools and channels
Week 1
Read This
Account Executive
Sales Development Representative
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Meetings at the Guild
We like to get together here, but our meetings are run a bit differently - this session will introduce you to how we do meetings at our Guild!
Week 1
Read This
Customer Success Manager
Sales Development Representative
Account Executive
Discuss with Buddy
Mark Row Complete
Your First 90 Days in the Guild
Meeting with your Manager to discuss what your first 90 days will look like at the Adventurers Guild!
Week 1
Discuss This - Manager
Sales Development Representative
Customer Success Manager
Account Executive
Meet your Manager!
Discuss with Buddy
Mark Row Complete
Our Guild’s Customers
Understanding our customers needs, why they come to our guild and discussing high level positioning
Week 1
Discuss This - Buddy
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Meet with a Guild Ancestor
Our Guild has been around for quite a long time, take time to introduce yourself to one of the ancestors (Laneth, The Mehrota Master, Brian who Leads Men, etc.) and ask questions about the Guild’s history and what’s next!
Week 1
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Navigating the Guild floor
The guild is large and impressive, connect with our partner merchants, take a look at their stalls and start building intra-guild relationships!
Week 1
Do This
Account Executive
Sales Development Representative
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Week 1
Do This
Sales Development Representative
Customer Success Manager
Account Executive
Discuss with Buddy
Mark Row Complete
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Week 1
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet the Team - Your Department
Discuss with Buddy
Mark Row Complete
Attend (or watch recording) of Cassandra’s Office Hours
Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.
Week 1
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet Cassandra
Discuss with Buddy
Mark Row Complete
Meet Cassandra
Meet one of our most tenured and experienced Guild members. Be sure to show up with a question or two about our big book of spells.
Week 1
Do This
Customer Success Manager
Account Executive
Sales Development Representative
Discuss with Buddy
Mark Row Complete
Schedule 1:1 with another Guild Member!
Book one on one time with any team member you’ve yet to meet.
Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company.
Week 1
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Create an official Guild Email Signature
You’re part of this guild now, make things official by updating your email signature.
Week 1
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Meet your Manager!
Get to know your manager and discuss your onboarding and adventuring career goals!
Week 1
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
CS Processes
We’ll dig into how CS works at our Guild, and where to find our documentation.
Week 2
Read This
Sales Development Representative
Account Executive
Customer Success Manager
Meet the Team - Your Department
Discuss with Buddy
Mark Row Complete
Customer Communications
Ask your manager about the correct cadences for communications, escalations and best practices for initiating a life or death duel!
Week 2
Discuss This - Manager
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Campaign Setting for our Adventurers
Ask your manager about how we at the Guild craft exciting campaigns for all our members and prospective members!
Week 2
Discuss This - Manager
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Sales and Account Management at the Guild
Read this doc on how our Guild approaches spells, wizardry, and blacksmithing as it relates to selling and account management.
Week 2
Read This
Account Executive
Discuss with Buddy
Mark Row Complete
Intro to Guild CRM
Check out this resource on the Guild’s tool for organizing all our customer information.
Week 2
Read This
Account Executive
Sales Development Representative
Sales and Account Management at the Guild
Discuss with Buddy
Mark Row Complete
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Week 2
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Week 2
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet the Team - Your Department
Discuss with Buddy
Mark Row Complete
Attend (or watch recording) of Cassandra’s Office Hours
Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.
Week 2
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet Cassandra
Discuss with Buddy
Mark Row Complete
Schedule 1:1 with another Guild Member!
Book one on one time with any team member you’ve yet to meet.
Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company
Week 2
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Meet a Dungeon Master!
After meeting with your manager, schedule time with your dungeon master (aka your skip level) to say “hello!”
Week 2
Do This
Account Executive
Sales Development Representative
Customer Success Manager
Meet your Manager!
Discuss with Buddy
Mark Row Complete
Guild Enablement Tools
Check out our enablement library and read all about our best practices for campaign selection and dungeon crawling.
Week 3
Read This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Dungeon Crawl Management Dashboard
Talk to your buddy about how they use this dashboard and any other dungeon crawl words of advice they have!
Week 3
Discuss This - Buddy
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Add Your Info to our Publicly Facing Guild Website
Tell everyone you’re part of the Guild team!
Add your new job info to LinkedIn and any other Guild sites.
Week 3
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Week 3
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Week 3
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet the Team - Your Department
Discuss with Buddy
Mark Row Complete
Attend (or watch recording) of Cassandra’s Office Hours
Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.
Week 3
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet Cassandra
Discuss with Buddy
Mark Row Complete
Schedule 1:1 with another Guild Member!
Book one-on-one time with any team member you’ve yet to meet.
Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company
Week 3
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Labyrinth Setting
How to build and run a successful labyrinth setting for the Guild
Week 4
Read This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Renewals at the Guild
What the renewal process looks like at the Guild, including responsibilities of different team members.
Week 4
Read This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Demos and Trainings in the Guild
How to run demos and trainings. Your buddy will walk you through an example, and then give you the opportunity to run one yourself for the whole guild.
Week 4
Discuss This - Buddy
Account Executive
Sales Development Representative
Discuss with Buddy
Mark Row Complete
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Week 4
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Week 4
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet the Team - Your Department
Discuss with Buddy
Mark Row Complete
Attend (or watch recording) of Cassandra’s Office Hours
Learn from one of our most tenured Guild members as they answer questions and show off their wizardry.
Week 4
Watch This
Sales Development Representative
Account Executive
Customer Success Manager
Meet Cassandra
Discuss with Buddy
Mark Row Complete
Schedule 1:1 with another Guild Member!
Book one-on-one time with any team member you’ve yet to meet.
Join the Guild Ancestors in the pub for Mead hour every week! This is a great way to get to know folks across the entire company
Week 4
Do This
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Double-check your onboarding is complete
Make sure you have not left any stones unturned in your onboarding guide and completed all your tasks!
Week 4
Discuss This - Buddy
Sales Development Representative
Account Executive
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Alert your Manager that you have completed your onboarding!
Let your Manager know you are educated and ready to get started adventuring!
Week 4
Discuss This - Manager
Sales Development Representative
Account Executive
Customer Success Manager
Double-check your onboarding is complete
Discuss with Buddy
Mark Row Complete
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Count
List of Activities NOT included for: Account Executive
Account Executive
Activity
Description
Done!
Week
Activity Type
Role
Pre-requisites
Buddy Questions
Mark Row as Complete
Meet the Team - Your Department
Introduction to the Customers org, what each team does, how CS works with them
Week 1
Do This
Customer Success Manager
Discuss with Buddy
Mark Row Complete
History of Customer Success at the Guild
A look back and a look forward on how the Guild does Customer Success
Week 1
Read This
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Sales Cycle
Learn about how we sell to our customers and how to work with the Sales team.
Week 2
Read This
Customer Success Manager
Meet the Team - Your Department
Discuss with Buddy
Mark Row Complete
CS Resources
At the Adventurers Guild we build docs for everything. This is how to find them all.
Week 2
Discuss This - Buddy
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Blacksmithing 101
Watch as Shield Knight walks you through her process for crafting the most desirable tools in Central Earth!
Week 2
Watch This
Customer Success Manager
Sales Development Representative
Discuss with Buddy
Mark Row Complete
Stats and Dashboards
How to find our Guild’s stats, and what they all mean.
Week 2
Read This
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Our Support Knowledge Base
We have the good fortune of having our very own Guild Support team - this document has everything you need to know about them.
Week 2
Discuss This - Buddy
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Learn more about Armor Classes
Armor Classes are a huge part of our growth strategy this year; enmesh yourself in the Armor Class ecosystem for a bit and try not to get excited about it! ;)
Week 2
Read This
Customer Success Manager
Discuss with Buddy
Mark Row Complete
Advanced Armor Classes
Once you have gotten excited about Armor Classes, its time to more to the advance level! This doc will tell you all you need to know.
Week 3
Read This
Customer Success Manager
Learn more about Armor Classes
Discuss with Buddy
Mark Row Complete
Initiations in the Guild
How Customer Success runs customer initiations for the Guild
Week 4
Read This
Customer Success Manager
Discuss with Buddy
Mark Row Complete
No results from filter
10
Count
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