Onboarding Guide Template
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Week 1
28
Read This
4
Acronyms & Nicknames
What all of our shorthand means.
Recruiter
Sourcer
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Communicating at the Adventurers Guild
How to leverage our diverse array of communication tools and channels
Sourcer
Recruiter
Recruiting Coordinator
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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!
has a good summary of this for you to refer to :)
Sourcer
Recruiter
Recruiting Coordinator
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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
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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
Create Task
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
Create Task
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
Create Task
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
Create Task
Do This
18
Meet The Full Adventurers Guild
Introduction to all Guild teams, how your department works with teams, who is on teams, escalation paths
Sourcer
Recruiter
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Meet the Team - Your Department
Introduction to the Customers org, what each team does, how CS works with them
Sourcer
Recruiter
Recruiting Coordinator
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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
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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
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Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
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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
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Create an official Guild Email Signature
You’re part of this guild now, make things official by updating your email signature.
Sourcer
Create Task
Meet your Manager!
Get to know your manager and discuss your onboarding and adventuring career goals!
Recruiting Coordinator
Recruiter
Sourcer
Create Task
Meet The Full Adventurers Guild
Introduction to all Guild teams, how your department works with teams, who is on teams, escalation paths
Sourcer
Recruiter
Create Task
Meet the Team - Your Department
Introduction to the Customers org, what each team does, how CS works with them
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task
Create an official Guild Email Signature
You’re part of this guild now, make things official by updating your email signature.
Sourcer
Create Task
Meet your Manager!
Get to know your manager and discuss your onboarding and adventuring career goals!
Recruiting Coordinator
Recruiter
Sourcer
Create Task
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
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Discuss This - Manager
1
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!
Meet your Manager!
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Week 2
28
Read This
11
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
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CS Processes
We’ll dig into how CS works at our Guild, and where to find our documentation.
Meet the Team - Your Department
Recruiter
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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.
Sourcer
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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
Create Task
Stats and Dashboards
How to find our Guild’s stats, and what they all mean.
Recruiter
Sourcer
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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! ;)
Sourcer
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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
Create Task
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.
Sourcer
Create Task
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
Create Task
Stats and Dashboards
How to find our Guild’s stats, and what they all mean.
Recruiter
Sourcer
Create Task
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! ;)
Sourcer
Create Task
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
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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
Create Task
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
Create Task
Blacksmithing 101
Watch as Shield Knight walks you through her process for crafting the most desirable tools in Central Earth!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task
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:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
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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
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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
Create Task
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
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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
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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
Create Task
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
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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
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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
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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
Create Task
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
Create Task
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
Create Task
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
Create Task
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
Create Task
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
Create Task
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task
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
Create Task
Week 4
19
Read This
6
Initiations in the Guild
How Customer Success runs customer initiations for the Guild
Sourcer
Recruiter
Recruiting Coordinator
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Labyrinth Setting
How to build and run a successful labyrinth setting for the Guild
Sourcer
Recruiter
Recruiting Coordinator
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Renewals at the Guild
What the renewal process looks like at the Guild, including responsibilities of different team members.
Sourcer
Recruiter
Create Task
Initiations in the Guild
How Customer Success runs customer initiations for the Guild
Sourcer
Recruiter
Recruiting Coordinator
Create Task
Labyrinth Setting
How to build and run a successful labyrinth setting for the Guild
Sourcer
Recruiter
Recruiting Coordinator
Create Task
Renewals at the Guild
What the renewal process looks like at the Guild, including responsibilities of different team members.
Sourcer
Recruiter
Create Task
Watch This
3
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
Create Task
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
Create Task
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
Create Task
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:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
Fill Out Weekly Reflection
Onboarding is like drinking from a fire hose; be sure to take some time each week to reflect on:
What you’ve learned
What you’re excited (or not) about
Things you think are just plain weird
Any feedback or ideas you have to make things better!
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task
Double-check your onboarding is complete
Make sure you have not left any stones unturned in your onboarding guide and completed all your tasks!
If you have any additional questions, add them to the list to discuss in your .
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
Double-check your onboarding is complete
Make sure you have not left any stones unturned in your onboarding guide and completed all your tasks!
If you have any additional questions, add them to the list to discuss in your .
Sourcer
Recruiter
Recruiting Coordinator
Create Task
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
Create Task
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
Create Task


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