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Onboarding Overview
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ROLE SPONSOR/CLIENT ADMINISTRATOR ASSIGNMENTS
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Program Consultant (PC)Role Sponsor (i.e. Manager)
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PC 1 Name HereRS 1 Name Here
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You'll meet your Role Sponsor later this week!!
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Recurring Events
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What's up this week (4 Weeks During Training Only)
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Goal: Learn what's coming up in the week ahead.
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Daily Q&A TIME (4 Weeks During Training Only)
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Goal: Have any of your questions answered from the day / day before answered by a fellow consultant!
Prep: Please come with your questions, comments, concerns, feedback about the self-guided or video recording trainings you did today.
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EOW Self-Study (4 Weeks During Training Only)
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Goal: Check this out each week to see what learning you should complete on your own before the end of week.
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Meet with your Role Sponsor
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Goal: Dedicated time to check in with your RS each week
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BD Sync (Mondays)
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Goal: Standing team meeting with the Business Development team: Consultants, Client Administrators, & Growth
Prep: Ensure you've completed your Nod Test!
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PC Working Sessions (Wednesdays)
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Goal: Dedicated time for PC Skill-ups and deliberate development
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Friday Team Meetings
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Goal: Team Ups, Skill Ups, and more, to meet up org-wide
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CONSULTANT ONBOARDING OVERVIEW
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Here is a look forward at what your training schedule will look like. Please note that we can adjust this schedule as needed to allow more time on a particular skill as needed so don’t be afraid to ask.
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Week 1Week 2Week 3Week 4Week 5
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Day 1 & 2: An introduction to Company

● How to be a Team Member
● Role Expectations
● Meet your Role Sponsor
Laying the foundations


● Deeper understanding of the Company ecosystem
● Boosting client support skills & knowledge
● Building Hubspot mastery
● Mock intake calls 1 + 2		Building your library of resources

● Learn to create program plans
● Expand knowledge of the client support process
● Mock Intake Calls 3 + 4
● Prepare for self-driven client comms
● Meet your CA 		Awesome - you're ready to talk to clients (emails)

● Mock Intake Call #5
● Client handovers begin
● Communication flow: Kick-off to Impact
Congrats- you're ready to take client calls!

● Added to the intake rotation

You'll bcc your role sponsor for the first 2 weeks on all intake call follow-up + program plans for any quick feedback needed!
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Day 3, 4 & 5: An introduction to being a PC

● Consultant Role expectations
● Product collateral
● Client experience
● HubSpot (an intro)
● Calendar blocking
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Here is how our training model works:
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Your training has been set up with a mix of synchronous (live) & asynchrous (on your own) trainings each week. Please check out the Week-by-Week Self Study task list to plan your progress each week.

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NOTE: Here's how your training will progress as determined by your Role Sponsor.

Stage 1: Mocks! You'll get to practice in a role play internally to get lots of reps in + lots of feedback!
Stage 2: Graduation - congrats, you're ready for client calls!
Stage 3: You will BCC your role sponsor/assigned approver on all call follow-up + program plans
Stage 4: Beyondboarding - it's official, you no longer need approval and ready to keep this development train going.
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Who do I reach out to for help during training?
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Type of Help NeededWho to reach out to
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Labmate questionsPeople Ops
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Tech questionsIT Specialist
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Process-specific questionsNote your Qs in the AMA for the PC Daily Q&A session. Can't wait? Send a G-chat to a fellow Consultant or to your Role Sponsor
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Stuck and need help or guidance (any client - any process) or your training is unclear and you still have questionsReach out to your Role Sponsor or Onboarding Crew
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Feeling Overwhelmed?Reach out to your Role Sponsor immediately so we can make the appropriate adjustments to your training schedule.
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PC Mock Buddy Instructions
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What to expect for actionable feedback during training● Expect lots and lots of feedback (it's how we learn and grow)
● Feedback will be provided verbally after each Mock. Please feel free to document + take your own notes.
● You'll also receive written feedback within 48 hours, with your Role Sponsor cc'd. If you want feedback right away, see bullet point above!
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How to determine when a PC is ready to graduate● Confident in the MITs.
● Asks open-ended questions to discover the underlying needs.
● Makes a recommendation with a call to action.
● Feels confident and ready to take a client call, based on their own self-assessment!
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