DA
DanielApr 22New onboarding template is live
Replaces v1 from Jan. Highlights: 5-day shadow + 1:1 cadence + per-account playbook…
◫
Cohort Pipeline
Card Table · 4 columns · 18 cards
📌
Applied 5
Leah Mendez — Cold-call EA
Cohort 4
MA
2d
Bryan Yu — Sales VA
Cohort 4Hot
PR
3d
Screening 4
Camille Reyes — Tech support
Skills test
JS
4d
Iggy Tan — VA Generalist
Skills test
SA
today
Training 6
Rhea Lim — Acme account
Day 9 / 10
RI
today
Marco Diaz — Real-estate VA
Day 6 / 101:1 due
DA
tmrw
🔥
Campfire
12 active · 4 unread
MA
Maya8:42 AM
Loom for the new redirect flow is up — link in Files. Tagged the trainers.
PR
Priya9:11 AM
Cohort 4 retrospective tomorrow 4pm. Bring one win + one block.
SA
Sam9:17 AM
Rhea cleared her skills check 🎉 — moving to live shadowing Mon.
💬 Reply in #campfire…
✓
Cohort 4 To-Dos
9 of 23 complete
Send welcome kit + handbook
JS
Provision OpsCore accounts
DA
Schedule Day 5 + Day 10 reviews
PR
Record updated CRM SOP Loom
MA
Assign buddy mentors (12)
SA
Quarterly compliance training
RI
▤
Message Board
3 new threads
PR
PriyaApr 20Cohort 4 skills-matrix proposal
Splitting the test into Comms / CRM / Tools / Loom-walkthrough. Feedback by Thu?
▤
Shared Files
42 items · 1.8 GB
PDF
Onboarding Handbook v2.pdf
4.2 MB · Daniel · 2d ago
DOC
Cohort 4 SOP — CRM Edition
218 KB · Maya · 5h ago
XLS
Skills matrix tracker
96 KB · Priya · today
IMG
walkthrough-redirect-step.png
412 KB · Sam · today
↻
Recurring tasks
7 active loops
📞
Cohort 4 — Day 1 check-in
Every weekday · 9:00 AM
Spawns 9:00
📝
Coach-review notes draft
Weekly · Friday 3pm
Fri 3:00
📊
Weekly cohort scorecard
Weekly · Monday 8am
Mon 8:00
🎓
Monthly knowledge quiz
Monthly · 1st of month
May 1