Set up Instructions for Admin
Set up Instructions for Admin

🚨 🚧 This is a construction page 🚨 🚧

Use this page as a step-by-step guide for setting up the doc for your new team members.

Delete this page once you have followed the steps below.

👋 Click here if you prefer a video tour

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✏️ Step by step instructions:

1️⃣ Step 1 - Create your own version of this doc.
Copy this doc
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2️⃣ Step 2 - Update roles, activities, and meetings for the team members you are onboarding

Adjust the role and activities fields to represent your team’s specific needs (we currently have CSM, SDR and AE roles and activities for our very own Guild!)

Set the timeline in

Questing Overview⁠

for onboarding (our team uses a full month, others like to do 30/60/90 - its totally up to you)

In the

Engine Room⁠

, de-collapse and update the roles table to reflect who is onboarding! We have our customers team roles shown, but remember you can use this for any role in any department: Sales, IT, HR, Product, you name it!

De-collapse and adjust activity types as well, if needed.

Update the

Onboarding Activities Master List⁠

with:

Activity & description

When the activity is due

Type of Activity

Roles

Pre-requisites

Adjust

Cadence Overview⁠

to your company’s meetings and change the Audiences in the table above.