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How to Configure and Use the Onboarding Steward
Module 1: Introduction and Overview of the Onboarding Steward
1.1 Introduction to the Onboarding Steward (8:02)
1.2 What the Onboarding Steward Is and Isn't (4:50)
1.3 What the Onboarding Steward Does and Doesn't Do (4:21)
1.4 Tour of the Onboarding Steward (14:53)
1.5 Understanding the Pipelines (8:10)
1.6 Understanding User Roles (12:52)
1.7 Content Particulars to Be Aware Of (8:43)
1.8 Where to Get Help with the Onboarding Steward (5:48)
Module 2: Resources to Prepare for Your Onboarding Steward
2.1 Email Address and Google Account (2:11)
2.2 Calendly Event: Group Interview (15:03)
2.3 Calendly Events: Game Plan Interview, Lead Readiness Check, Strategy Call (7:21)
2.4 Zoom Account (1:56)
2.5 Internal Agency Documents (6:13)
2.6 Domain Name for Your Agency (1:44)
2.7 Images (7:00)
Module 3: Onboarding Steward Setup
3.1 Decisions to Make Before Configuring Your Onboarding Steward (9:51)
3.2 Basic Settings Configuration (7:10)
3.3 Connecting Your Google Account (2:46)
3.4 Calendar Setup and Zoom Integration (7:14)
3.5 First Interview Calendar Settings Configuration (7:22)
3.6 Configuring Sub Users (5:59)
3.7 More About Calendars (10:57)
3.8 Setting Up Your Subdomain (8:47)
3.9 Setting Up Your Onboarding Request Form URL (10:00)
3.10 Adding a Custom Landing Page Bio (6:02)
3.11 Populating Custom Values - Preconfigured Values (7:33)
3.12 Populating Custom Values - Image Links (10:41)
3.13 Populating Custom Values - Typed and Miscellaneous Values (16:18)
3.14 Populating Custom Values - Calendly Calendar Event Links (1:50)
3.15 Populating Custom Values - Document Links (9:27)
3.16 Assign a User to Automation Flows (8:37)
Module 4: Using the Onboarding Steward
4.1 Using the Onboarding Steward - Recruiting Phase (32:22)
4.2 Using the Onboarding Steward - Onboarding Phase (23:43)
4.3 Understanding and Using Ad Hoc Flows (8:35)
Module 5: Special Use Cases of the Onboarding Steward
5.1 Inserting Someone Part Way Through the Recruiting/Onboarding Process (12:47)
5.2 Re-Starting Someone in the Process (6:36)
5.3 Skipping One of the Interviews (6:39)
5.4 Re-Sending a Particular Message or Sending a One-Off Message (6:57)
5.5 Multiple Users Running First Interviews (7:17)
5.6 Viewing or Modifying Message Content (8:39)
Module 6: Troubleshooting
6.1 Your Recruit Says They Didn't Receive a Message (25:09)
6.2 You/Recruiters Not Receiving Or Receiving the Wrong Notifications (7:43)
Resources
Onboarding Steward Master Digest of All Messages
Onboarding Steward Custom Values Index
Weekly Call Schedule Template
Unlicensed Onboarding Checklist Template
Licensed Onboarding Checklist Template
Symmetry Hierarchy Template
Joining Slack Instructions Template
Email Signature Template
Copy-and-Paste Text for 1st Interview Calendar Event Notes
Recruiting First Interview Script
Recruiting Second Interview Script
Recruiting KPI Tracking Spreadsheet (30:11)
5.1 Inserting Someone Part Way Through the Recruiting/Onboarding Process
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