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Onboarding Activities Master List
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Week
Activity Type
Activity
Description
Pre-requisites
Roles
Tasks for
Buddy Questions
Completed?
Done
Week 1
25
Read This
4
Acronyms & Nicknames
What all of our shorthand means.
Recruiter
Sourcer
Discuss with Buddy
Communicating at the Adventurers Guild
How to leverage our diverse array of communication tools and channels
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
History of Customer Success at the Guild
A look back and a look forward on how the Guild does Customer Success
Recruiting Coordinator
Sourcer
Recruiter
Discuss with Buddy
0
Count
Watch This
4
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Meet Cassandra
Sourcer
Recruiter
Discuss with Buddy
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Meet Cassandra
Sourcer
Recruiter
Discuss with Buddy
0
Count
Do This
16
Meet The Full Adventurers Guild
Introduction to all Guild teams, how your department works with teams, who is on teams, escalation paths
Sourcer
Recruiter
Discuss with Buddy
Meet the Team - Your Department
Introduction to the Customers org, what each team does, how CS works with them
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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!
Sourcer
Recruiter
Discuss with Buddy
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!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Recruiting Coordinator
Recruiter
Sourcer
Discuss with Buddy
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.
Recruiter
Sourcer
Discuss with Buddy
Meet your Manager!
Get to know your manager and discuss your onboarding and adventuring career goals!
Recruiting Coordinator
Recruiter
Sourcer
Discuss with Buddy
Meet The Full Adventurers Guild
Introduction to all Guild teams, how your department works with teams, who is on teams, escalation paths
Sourcer
Recruiter
Discuss with Buddy
Meet the Team - Your Department
Introduction to the Customers org, what each team does, how CS works with them
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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!
Sourcer
Recruiter
Discuss with Buddy
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!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Recruiting Coordinator
Recruiter
Sourcer
Discuss with Buddy
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.
Recruiter
Sourcer
Discuss with Buddy
Meet your Manager!
Get to know your manager and discuss your onboarding and adventuring career goals!
Recruiting Coordinator
Recruiter
Sourcer
Discuss with Buddy
3
Count
Discuss This - Buddy
1
Our Guild’s Customers
Understanding our customers needs, why they come to our guild and discussing high level positioning
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
Week 2
24
Read This
7
Sales Cycle
Learn about how we sell to our customers and how to work with the Sales team.
Meet the Team - Your Department
Sourcer
Recruiter
Discuss with Buddy
CS Processes
We’ll dig into how CS works at our Guild, and where to find our documentation.
Meet the Team - Your Department
Recruiter
Discuss with Buddy
Intro to Guild CRM
Check out this resource on the Guild’s tool for organizing all our customer information.
Sales and Account Management at the Guild
Sourcer
Recruiter
Discuss with Buddy
Stats and Dashboards
How to find our Guild’s stats, and what they all mean.
Recruiter
Sourcer
Discuss with Buddy
Sales Cycle
Learn about how we sell to our customers and how to work with the Sales team.
Meet the Team - Your Department
Sourcer
Recruiter
Discuss with Buddy
Intro to Guild CRM
Check out this resource on the Guild’s tool for organizing all our customer information.
Sales and Account Management at the Guild
Sourcer
Recruiter
Discuss with Buddy
Stats and Dashboards
How to find our Guild’s stats, and what they all mean.
Recruiter
Sourcer
Discuss with Buddy
0
Count
Watch This
6
Blacksmithing 101
Watch as Shield Knight walks you through her process for crafting the most desirable tools in Central Earth!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Discuss with Buddy
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.
Meet Cassandra
Sourcer
Recruiter
Discuss with Buddy
Blacksmithing 101
Watch as Shield Knight walks you through her process for crafting the most desirable tools in Central Earth!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Discuss with Buddy
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.
Meet Cassandra
Sourcer
Recruiter
Discuss with Buddy
0
Count
Do This
4
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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
Recruiter
Recruiting Coordinator
Discuss with Buddy
Meet a Dungeon Master!
After meeting with your manager, schedule time with your dungeon master (aka your skip level) to say “hello!”
Meet your Manager!
Recruiter
Recruiting Coordinator
Discuss with Buddy
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
2
Count
Discuss This - Buddy
3
CS Resources
At the Adventurers Guild we build docs for everything. This is how to find them all.
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
Discuss This - Manager
4
Customer Communications
Ask your manager about the correct cadences for communications, escalations and best practices for initiating a life or death duel!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Campaign Setting for our Adventurers
Ask your manager about how we at the Guild craft exciting campaigns for all our members and prospective members!
Sourcer
Recruiter
Discuss with Buddy
Customer Communications
Ask your manager about the correct cadences for communications, escalations and best practices for initiating a life or death duel!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Campaign Setting for our Adventurers
Ask your manager about how we at the Guild craft exciting campaigns for all our members and prospective members!
Sourcer
Recruiter
Discuss with Buddy
0
Count
Week 3
15
Read This
3
Guild Enablement Tools
Check out our enablement library and read all about our best practices for campaign selection and dungeon crawling.
Sourcer
Recruiting Coordinator
Recruiter
Discuss with Buddy
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.
Learn more about Armor Classes
Recruiter
Recruiting Coordinator
Discuss with Buddy
Guild Enablement Tools
Check out our enablement library and read all about our best practices for campaign selection and dungeon crawling.
Sourcer
Recruiting Coordinator
Recruiter
Discuss with Buddy
0
Count
Watch This
4
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Meet Cassandra
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Meet Cassandra
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
Do This
6
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.
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
Discuss This - Buddy
2
Dungeon Crawl Management Dashboard
Talk to your buddy about how they use this dashboard and any other dungeon crawl words of advice they have!
Sourcer
Recruiter
Discuss with Buddy
Dungeon Crawl Management Dashboard
Talk to your buddy about how they use this dashboard and any other dungeon crawl words of advice they have!
Sourcer
Recruiter
Discuss with Buddy
0
Count
Week 4
18
Read This
6
Initiations in the Guild
How Customer Success runs customer initiations for the Guild
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Labyrinth Setting
How to build and run a successful labyrinth setting for the Guild
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Renewals at the Guild
What the renewal process looks like at the Guild, including responsibilities of different team members.
Sourcer
Recruiter
Discuss with Buddy
Initiations in the Guild
How Customer Success runs customer initiations for the Guild
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Labyrinth Setting
How to build and run a successful labyrinth setting for the Guild
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Renewals at the Guild
What the renewal process looks like at the Guild, including responsibilities of different team members.
Sourcer
Recruiter
Discuss with Buddy
0
Count
Watch This
2
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Shadow 2-3 Dungeon crawls
Sign up to shadow a live crawl, or watch to a recorded one from our archives
Meet the Team - Your Department
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
Do This
4
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
Discuss This - Buddy
4
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.
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Double-check your onboarding is complete
Make sure you have not left any stones unturned in your onboarding guide and completed all your tasks!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
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.
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Double-check your onboarding is complete
Make sure you have not left any stones unturned in your onboarding guide and completed all your tasks!
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
Discuss This - Manager
2
Alert your Manager that you have completed your onboarding!
Let your Manager know you are educated and ready to get started adventuring!
Double-check your onboarding is complete
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
Alert your Manager that you have completed your onboarding!
Let your Manager know you are educated and ready to get started adventuring!
Double-check your onboarding is complete
Sourcer
Recruiter
Recruiting Coordinator
Discuss with Buddy
0
Count
5
Count
Activity Types
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