Module 1: Introduction and Overview of the Onboarding Steward
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1.1 Introduction to the Onboarding Steward (8:02)
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1.2 What the Onboarding Steward Is and Isn't (4:50)
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1.3 What the Onboarding Steward Does and Doesn't Do (4:21)
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1.4 Tour of the Onboarding Steward (14:53)
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1.5 Understanding the Pipelines (8:10)
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1.6 Understanding User Roles (12:52)
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1.7 Content Particulars to Be Aware Of (8:43)
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1.8 Where to Get Help with the Onboarding Steward (5:48)
Module 2: Resources to Prepare for Your Onboarding Steward
Module 3: Onboarding Steward Setup
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3.1 Decisions to Make Before Configuring Your Onboarding Steward (9:51)
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3.2 Basic Settings Configuration (7:10)
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3.3 Connecting Your Google Account (2:46)
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3.4 Calendar Setup and Zoom Integration (7:14)
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3.5 First Interview Calendar Settings Configuration (7:22)
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3.6 Configuring Sub Users (5:59)
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3.7 More About Calendars (10:57)
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3.8 Setting Up Your Subdomain (8:47)
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3.9 Setting Up Your Onboarding Request Form URL (10:00)
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3.10 Adding a Custom Landing Page Bio (6:02)
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3.11 Populating Custom Values - Preconfigured Values (7:33)
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3.12 Populating Custom Values - Image Links (10:41)
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3.13 Populating Custom Values - Typed and Miscellaneous Values (16:18)
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3.14 Populating Custom Values - Calendly Calendar Event Links (1:50)
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3.15 Populating Custom Values - Document Links (9:27)
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3.16 Assign a User to Automation Flows (8:37)
Module 4: Using the Onboarding Steward
Module 5: Special Use Cases of the Onboarding Steward
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5.1 Inserting Someone Part Way Through the Recruiting/Onboarding Process (12:47)
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5.2 Re-Starting Someone in the Process (6:36)
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5.3 Skipping One of the Interviews (6:39)
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5.4 Re-Sending a Particular Message or Sending a One-Off Message (6:57)
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5.5 Multiple Users Running First Interviews (7:17)
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5.6 Viewing or Modifying Message Content (8:39)
Module 6: Troubleshooting
Resources
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Onboarding Steward Master Digest of All Messages
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Onboarding Steward Custom Values Index
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Weekly Call Schedule Template
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Unlicensed Onboarding Checklist Template
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Licensed Onboarding Checklist Template
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Symmetry Hierarchy Template
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Joining Slack Instructions Template
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Email Signature Template
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Copy-and-Paste Text for 1st Interview Calendar Event Notes
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Recruiting First Interview Script
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Recruiting Second Interview Script
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Recruiting KPI Tracking Spreadsheet (30:11)
